ESOP · DOL Form 5500 · 2022

Williams Company Management Group, Inc ESOP

Data updated 2026-08-11

$44M
Total assets
105
Participants
87th
Percentile by assets
$415,023
Avg per participant
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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.

  • 87th percentile by assets (of 139,126 plans)
  • #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.

$44M
total plan assets (2022 EOY)
105
covered participants
87th
percentile by assets (of 139,126 plans)
$415,023
avg assets per participant

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Williams Company Employee Stock Ownership Plan and Trust reports 105 participants - about 17% of that state average ($44M EOY assets).

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)

$40M$50M$60M$70M 202220232024 $43.6M $62.3M ▲ +42.9%
Total plan assets by year, all Williams Company Management Group, Inc plans on file
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

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 Emp…Publix Super Markets…Raymond James Financ…Thirty Fifteen Emplo…Rsr Employee Stock O…Team Horner Employee…
Williams Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Williams Company Employee Stock Ownership Plan and Trust by total assets, not by location.

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).

Next read for Williams Company Employee Stock Ownershi…

Filing takeaways

Ways to act on Williams Company Employee Stock Ownership Plan and Trust's numbers.