401(k) · DOL Form 5500 · 2023

Steve Williams, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
31st
Percentile by assets National rank
$525,935
Avg per participant High balance/head
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Official DOL plan name: Steve Williams, Inc. 401(k) Plan · Sponsored by Steve Williams, Inc. · California · Construction

$2M in assets, 4 participants

Steve Williams, Inc.'s Steve Williams, Inc. 401(k) Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,602 in Construction (9,030 peers)

Steve Williams, Inc. multi-year trail

Steve Williams, Inc.'s plans moved +45.5% in assets from 2022 to 2024; this filing shows Steve Williams, Inc. 401(k) Plan at $2M / 4 participants.

#2,602
in Construction (9,030 peers)
+23.7%
assets growth YoY

Steve Williams, Inc. 401(k) Plan among the smaller filed plans by assets

Steve Williams, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,103,738 31st percentile higher than 31% of 127,068 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 2023

Steve Williams, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steve Williams, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steve Williams, Inc. 401(k) Plan reported net income rose from -$323K in the plan year 2022 filing to $404K in the plan year 2023 filing.
  • Steve Williams, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770562584 · Steve Williams, Inc. PY 2023 · 401(k)

Steve Williams, Inc. 401(k) Plan · $2M · 4 · 31st

  • ASSETS $2M
  • PCT 4
  • EIN 31st
  • RANK 401(k)
  • PHOTO near Pearson Ford, Inc. 401(k) Plan
  • IND ind #2602

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 Construction retirement plans → · Plans in California →

Steve Williams, Inc. 401(k) Plan in the asset neighbourhood

Steve Williams, Inc. 401(k) PlanSteve Williams, Inc. 401(k) …$2MPearson Ford, Inc. 401(k) PlanPearson Ford, Inc. 401(k) Pl…$2MFirst Children, LLC. 401(k) PlanFirst Children, LLC. 401(k) …$2MOakland Infectious Disease Associates 401(k) Profit Sharing PlanOakland Infectious Disease A…$2MBarksdale, Joe and Magee, PLLC Profit Sharing PlanBarksdale, Joe and Magee, PL…$2M
End-of-year total assets ($M) among Steve Williams, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Steve Williams, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Steve Williams, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 45.457882158627235% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.7M $2.47M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $2M

Steve Williams, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$404K
Employer EIN770562584
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Steve Williams, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Steve Williams, Inc. 401(k) Plan, Total assets ($B): 0.002103738 · Participants: 4Steve Williams, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Steve Williams, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Steve Williams, Inc. 401(k) Plan side-by-side with 3 peers →

Steve Williams, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pearson Ford, Inc. 401(k) Plan in IN ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Steve Williams, Inc. 401(k) Plan assets move in 2023? ▼
Steve Williams, Inc. 401(k) Plan grew sharply - up 23.7% during 2023, from $2M to $2M. Reported net income was $404K.
How have Steve Williams, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steve Williams, Inc.'s sponsor-wide assets grew 45.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Steve Williams, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pearson Ford, Inc. 401(k) Plan in IN ($2M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Steve Williams, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770562584.

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.