ESOP · DOL Form 5500 · 2023

Williams & Works, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
38
Participants Small participant base
31st
Percentile by assets National rank
$56,888
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Williams & Works Employee Stock Ownership Plan and Trust · Sponsored by Williams & Works, Inc. · Michigan · Professional & Technical Services

$2M in assets, 38 participants

Williams & Works, Inc.'s Williams & Works Employee Stock Ownership Plan and Trust reported $2M in total assets and 38 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.

  • #5,581 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Williams & Works Employee Stock Ownership Plan and Trust holds $2M for 38 participants - about $56,888 per participant, in the lower half of filed plans by assets.

#5,581
in Professional & Technical Services (20,321 peers)
+0.8%
assets growth YoY

Williams & Works Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Williams & Works Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$2,161,759 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

Williams & Works Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Williams & Works Employee Stock Ownership Plan and Trust is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Williams & Works Employee Stock Ownership Plan and Trust reported net income fell from $41K in the plan year 2022 filing to $17K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 383253838 · Williams & Works, Inc. PY 2023 · ESOP

Williams & Works Employee Stock Ownership Plan and Trust · $2M · 38 · 31st

  • BOY $2M
  • SCH 38
  • EBSA 31st
  • PART ESOP
  • TYPE near Badgett Corporation Employee Stock Ownership Plan
  • NET ind #5581

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 Michigan →

Williams & Works Employee Stock Ownership Plan and Trust in the asset neighbourhood

Devita & Associates, Inc. Employee Stock Ownership PlanDevita & Associates, Inc. Em…$2MWilliams & Works Employee Stock Ownership Plan and TrustWilliams & Works Employee St…$2MBadgett Corporation Employee Stock Ownership PlanBadgett Corporation Employee…$2MPh Acquisition, Inc. Employee Stock Ownership PlanPh Acquisition, Inc. Employe…$2MCivilworks Holdings, Inc. Employee Stock Ownership 401(k) PlanCivilworks Holdings, Inc. Em…$2M
End-of-year total assets ($M) among Williams & Works Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$17K
Employer EIN383253838
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Williams & Works, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$2M 5.848006117805051% vs 2022
2024 filing year
$2.1M$2.15M$2.2M$2.25M$2.3M 202220232024 $2.14M $2.27M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 38 $2M
2023 1 38 $2M
2024 1 30 $2M

Nearby ESOP Plans in Michigan

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

Williams & Works Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.5 Total assets ($B) Participants Williams & Works Employee Stock Ownership Plan and Trust, Total assets ($B): 0.002161759 · Participants: 38Williams & Works Employee Stock Ownership Plan and TrustMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
Williams & Works Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Williams & Works Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Williams & Works Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Badgett Corporation Employee Stock Ownership Plan in OK ($2M); by covered participants it is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 & Works Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Williams & Works Employee Stock Ownership Plan and Trust held essentially flat - up 0.8% during 2023, from $2M to $2M. Reported net income was $17K.
How have Williams & Works, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Williams & Works, Inc.'s sponsor-wide assets grew 5.8%, from $2M to $2M.
Which ESOP plans are similar in size to Williams & Works Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Badgett Corporation Employee Stock Ownership Plan in OK ($2M, 47 participants).
Which ESOP plans cover a similar participant headcount to Williams & Works Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 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 383253838.

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.