ESOP · DOL Form 5500 · 2022

Williams Company Management Group, Inc ESOP

Data updated 2026-08-25

$44M
Total assets Below avg plan size
105
Participants Small participant base
87th
Percentile by assets National rank
$415,023
Avg per participant High balance/head
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Official DOL plan name: Williams Company Employee Stock Ownership Plan and Trust · Sponsored by Williams Company Management Group, Inc · Florida · Administrative & Support Services

$44M in assets, 105 participants

Williams Company Management Group, Inc's Williams Company Employee Stock Ownership Plan and Trust reported $44M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 87th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,634 in Administrative & Support Services (4,927 peers)

Coverage in Florida

Williams Company Employee Stock Ownership Plan and Trust covers 105 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $44M.

#4,634
in Administrative & Support Services (4,927 peers)
+6.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Williams Company Employee Stock Ownership Plan and Trust's outsized position by total assets

Williams Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$43,577,399 Top 13% higher than 87% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Williams Company Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Williams Company Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (105 participants).

DOL schedule card

Filing strip 593688598 · Williams Company Management Group, Inc PY 2022 · ESOP

Williams Company Employee Stock Ownership Plan and Trust · $44M · 105 · 87th

  • BOOK $44M
  • VS-ST 105
  • BOY 87th
  • SCH ESOP
  • EBSA near American Equity Investment Employee Stock Ownership Plan
  • PART ind #4634

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Florida →

Williams Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Ppic Employee Stock Ownership PlanPpic Employee Stock Ownershi…$44MWilliams Company Employee Stock Ownership Plan and TrustWilliams Company Employee St…$44MAmerican Equity Investment Employee Stock Ownership PlanAmerican Equity Investment E…$44MBuilding Plastics, Inc. Employee Stock Ownership PlanBuilding Plastics, Inc. Empl…$44MDesco Industries, Inc. Employee Stock Ownership PlanDesco Industries, Inc. Emplo…$44M
End-of-year total assets ($M) among Williams Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$42M
Net Income$3M
Employer EIN593688598
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Williams Company Management Group, Inc)

Sponsor-wide plan assets over time

All Williams Company Management Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$62M 42.93961188459183% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.6M $62.3M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 105 $44M
2023 1 115 $48M
2024 1 115 $62M

Nearby ESOP Plans in Florida

Peer ESOP plans, same state, same plan type, ranked by total assets.

Williams Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Williams Company Employee Stock Ownership Plan and Trust, Total assets ($B): 0.043577399 · Participants: 105Williams Company Employee Stock Ownership Plan and TrustPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Williams Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants
Compare Williams Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Williams Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is American Equity Investment Employee Stock Ownership Plan in IA ($44M); by covered participants it is Cci Holdings, Inc. Employee Stock Ownership Plan in IN (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Williams Company Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Williams Company Employee Stock Ownership Plan and Trust grew at a solid clip - up 6.7% during 2022, from $41M to $44M. Reported net income was $3M.
How have Williams Company Management Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Williams Company Management Group, Inc's sponsor-wide assets grew 42.9%, from $44M to $62M.
Where does Williams Company Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Williams Company Employee Stock Ownership Plan and Trust ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Williams Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is American Equity Investment Employee Stock Ownership Plan in IA ($44M, 684 participants).
Which ESOP plans cover a similar participant headcount to Williams Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Cci Holdings, Inc. Employee Stock Ownership Plan in IN (105 participants, $63M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 593688598.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.