ESOP · DOL Form 5500 · 2023

Willams Construction Group, Inc. ESOP

Data updated 2026-08-25

$48M
Total assets Below avg plan size
115
Participants Small participant base
85th
Percentile by assets National rank
$416,811
Avg per participant High balance/head
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Official DOL plan name: Williams Company Employee Stock Ownership Plan and Trust · Sponsored by Willams Construction Group, Inc. · Florida · Administrative & Support Services

$48M in assets, 115 participants

Willams Construction Group, Inc.'s Williams Company Employee Stock Ownership Plan and Trust reported $48M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,048 in Administrative & Support Services (4,372 peers)

Coverage in Florida

Williams Company Employee Stock Ownership Plan and Trust covers 115 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $48M.

#4,048
in Administrative & Support Services (4,372 peers)
+10.0%
assets growth YoY
0.5×
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 2023 · DOL Form 5500

$47,933,247 Top 15% higher than 85% 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 Company Employee Stock Ownership Plan and Trust 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 Company Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Williams Company Employee Stock Ownership Plan and Trust reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Williams Company Employee Stock Ownership Plan and Trust end-of-year assets rose from $44M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Williams Company Employee Stock Ownership Plan and Trust reported participants rose from 105 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 593688598 · Willams Construction Group, Inc. PY 2023 · ESOP

Williams Company Employee Stock Ownership Plan and Trust · $48M · 115 · 85th

  • SCH $48M
  • SCH 115
  • SCH 85th
  • SCH ESOP
  • SCH near Ogden Forklifts, Inc. Employee Stock Ownership Plan
  • SCH ind #4048

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

Sentry Equipment Corp. Employee Stock Ownership PlanSentry Equipment Corp. Emplo…$48MMiller's Health Systems, Inc. Employee Stock Ownership PlanMiller's Health Systems, Inc…$48MEsa Employee Stock Ownership PlanEsa Employee Stock Ownership…$48MOgden Forklifts, Inc. Employee Stock Ownership PlanOgden Forklifts, Inc. Employ…$48MWilliams Company Employee Stock Ownership Plan and TrustWilliams Company Employee St…$48M
End-of-year total assets ($M) among Williams Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$47M
Net Income$5M
Employer EIN593688598
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willams Construction Group, Inc.)

Sponsor-wide plan assets over time

All Willams Construction 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): 0.047933247 · Participants: 115Williams Company Employee Stock Ownership Plan and TrustPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen 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 Ogden Forklifts, Inc. Employee Stock Ownership Plan in GA ($48M); by covered participants it is Midan Marketing Inc. Employee Stock Ownership Plan in NC (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Company Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Williams Company Employee Stock Ownership Plan and Trust grew at a solid clip - up 10.0% during 2023, from $44M to $48M. Reported net income was $5M.
How have Willams Construction Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willams Construction 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 85th 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 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 Ogden Forklifts, Inc. Employee Stock Ownership Plan in GA ($48M, 112 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 Midan Marketing Inc. Employee Stock Ownership Plan in NC (115 participants, $2M 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 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.