Profit Sharing · DOL Form 5500 · 2023

Williams Capital Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$188K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$93,965
Avg per participant Below avg balance/head
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Official DOL plan name: Williams Capital Investments, Inc. Profit Sharing Plan · Sponsored by Williams Capital Investments, Inc. · Colorado · Other Services

$188K in assets, 2 participants

Williams Capital Investments, Inc.'s Williams Capital Investments, Inc. Profit Sharing Plan reported $188K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,731 in Other Services (7,857 peers)

Williams Capital Investments, Inc. multi-year trail

Williams Capital Investments, Inc.'s plans moved -89.8% in assets from 2023 to 2024; this filing shows Williams Capital Investments, Inc. Profit Sharing Plan at $188K / 2 participants.

#1,731
in Other Services (7,857 peers)
$188K
reported net income

Williams Capital Investments, Inc. Profit Sharing Plan among the smaller filed plans by assets

Williams Capital Investments, Inc. Profit Sharing Plan vs every filed plan by assets

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

$187,929 10th percentile higher than 10% 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

Williams Capital Investments, Inc. Profit Sharing 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. Williams Capital Investments, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 923323839 · Williams Capital Investments, Inc. PY 2023 · Profit Sharing

Williams Capital Investments, Inc. Profit Sharing Plan · $188K · 2 · 10th

  • EIN $188K
  • RANK 2
  • PHOTO 10th
  • IND Profit Sharing
  • EOY near Savard Ventures Inc. Retirement Plan
  • 5500 ind #1731

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 Other Services retirement plans → · Plans in Colorado →

Williams Capital Investments, Inc. Profit Sharing Plan in the asset neighbourhood

Williams Capital Investments, Inc. Profit Sharing PlanWilliams Capital Investments…$188KSavard Ventures Inc. Retirement PlanSavard Ventures Inc. Retirem…$188KWeme Incorporated Retirement PlanWeme Incorporated Retirement…$188KKlas4 Holding Inc. Retirement PlanKlas4 Holding Inc. Retiremen…$188KCoaction Investments, Inc. 401(k) Profit Sharing PlanCoaction Investments, Inc. 4…$188K
End-of-year total assets ($M) among Williams Capital Investments, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Williams Capital Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Williams Capital Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19K 89.78922891091848% vs 2023
2024 filing year
$0M$0.1M$0.2M$0.3M 20232024 $0.19M $0.02M ▼ -89.5%
Year Plans Participants Total Assets
2023 1 2 $188K
2024 1 2 $19K

Williams Capital Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$188K
Net Income$188K
Employer EIN923323839
Plan Effective Date2023-04-04
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

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

Williams Capital Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Williams Capital Investments, Inc. Profit Sharing Plan, Total assets ($M): 0.187929 · Participants: 2Williams Capital Investments, Inc. Profit Sharing PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
Williams Capital Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Williams Capital Investments, Inc. Profit Sharing Plan side-by-side with 3 peers →

Williams Capital Investments, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Savard Ventures Inc. Retirement Plan in MD ($188K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($188K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 have Williams Capital Investments, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Williams Capital Investments, Inc.'s sponsor-wide assets declined 89.8%, from $188K to $19K.
Where does Williams Capital Investments, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Williams Capital Investments, Inc. Profit Sharing Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Williams Capital Investments, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Savard Ventures Inc. Retirement Plan in MD ($188K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Williams Capital Investments, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 923323839.

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.