401(k) · DOL Form 5500 · 2023

Williams & Fudge, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
221
Participants Below avg headcount
76th
Percentile by assets National rank
$107,914
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Williams & Fudge, Inc. Retirement Savings Plan · Sponsored by Williams & Fudge, Inc. · South Carolina · Administrative & Support Services

$24M in assets, 221 participants

Williams & Fudge, Inc.'s Williams & Fudge, Inc. Retirement Savings Plan reported $24M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #3,831 in Administrative & Support Services (4,372 peers)

Where Williams & Fudge, Inc. Retirement Savings Plan sits by assets

Williams & Fudge, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $24M for 221 participants (~$107,914/participant), up 11.2% in 2023.

#3,831
in Administrative & Support Services (4,372 peers)
+11.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Williams & Fudge, Inc. Retirement Savings Plan's outsized position by total assets

Williams & Fudge, Inc. Retirement Savings Plan vs every filed plan by assets

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

$23,848,967 Top 24% higher than 76% 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 & Fudge, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Williams & Fudge, Inc. Retirement Savings Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Williams & Fudge, Inc. Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Williams & Fudge, Inc. Retirement Savings Plan reported participants fell from 261 in the plan year 2022 filing to 221 in the plan year 2023 filing.
  • Williams & Fudge, Inc. Retirement Savings Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 570826165 · Williams & Fudge, Inc. PY 2023 · 401(k)

Williams & Fudge, Inc. Retirement Savings Plan · $24M · 221 · 76th

  • PCT $24M
  • PCT 221
  • PCT 76th
  • PCT 401(k)
  • PCT near Municipal Employees Credit Union of Baltimore Defined Contribution Plan
  • PCT ind #3831

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 Administrative & Support Services retirement plans → · Plans in South Carolina →

Williams & Fudge, Inc. Retirement Savings Plan in the asset neighbourhood

Williams & Fudge, Inc. Retirement Savings PlanWilliams & Fudge, Inc. Retir…$24MMunicipal Employees Credit Union of Baltimore Defined Contribution PlanMunicipal Employees Credit U…$24MPch Hotels and Resorts, Inc. 401(k) PlanPch Hotels and Resorts, Inc.…$24MNext Phase Enterprises 401(k) PlanNext Phase Enterprises 401(k…$24MUpper Peninsula Plumbers Pipefitters Defined Contribution PlanUpper Peninsula Plumbers Pip…$24M
End-of-year total assets ($M) among Williams & Fudge, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN570826165
Plan Effective Date1990-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Williams & Fudge, Inc.)

Sponsor-wide plan assets over time

All Williams & Fudge, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 22.018483449897204% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.5M $26.2M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 261 $21M
2023 1 221 $24M
2024 1 243 $26M

Nearby 401(k) Plans in South Carolina

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

Williams & Fudge, Inc. Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Williams & Fudge, Inc. Retirement Savings Plan, Total assets ($B): 0.023848967 · Participants: 221Williams & Fudge, Inc. Retirement Savings PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Williams & Fudge, Inc. Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Williams & Fudge, Inc. Retirement Savings Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest 401(k) by assets is Municipal Employees Credit Union of Baltimore Defined Contribution Plan in MD ($24M); by covered participants it is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Williams & Fudge, Inc. Retirement Savings Plan assets move in 2023? ▼
Williams & Fudge, Inc. Retirement Savings Plan grew at a solid clip - up 11.2% during 2023, from $21M to $24M. Reported net income was $2M.
How have Williams & Fudge, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Williams & Fudge, Inc.'s sponsor-wide assets grew 22.0%, from $21M to $26M.
Where does Williams & Fudge, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Williams & Fudge, Inc. Retirement Savings Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Williams & Fudge, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Municipal Employees Credit Union of Baltimore Defined Contribution Plan in MD ($24M, 290 participants).
Which 401(k) plans cover a similar participant headcount to Williams & Fudge, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants, $3M 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 570826165.

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.