401(k) · DOL Form 5500 · 2023

Alfred Williams & Company 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
306
Participants Below avg headcount
81st
Percentile by assets National rank
$113,423
Avg per participant Below avg balance/head
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Official DOL plan name: Alfred Williams & Company 401(k) Plan · Sponsored by Alfred Williams & Company · North Carolina · Retail Trade

$35M in assets, 306 participants

Alfred Williams & Company's Alfred Williams & Company 401(k) Plan reported $35M in total assets and 306 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,502 in Retail Trade (8,414 peers)

Coverage in North Carolina

Alfred Williams & Company 401(k) Plan covers 306 participants in North Carolina, about 37% of the average North Carolina filer (state average ~819 per filing). Assets: $35M.

#7,502
in Retail Trade (8,414 peers)
+16.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Alfred Williams & Company 401(k) Plan's outsized position by total assets

Alfred Williams & Company 401(k) Plan vs every filed plan by assets

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

$34,707,513 Top 19% higher than 81% 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

Alfred Williams & Company 401(k) 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. Alfred Williams & Company 401(k) Plan sits mid-pack in the medium band (306 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alfred Williams & Company 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Alfred Williams & Company 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Alfred Williams & Company 401(k) Plan reported participants rose from 267 in the plan year 2022 filing to 306 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 560715557 · Alfred Williams & Company PY 2023 · 401(k)

Alfred Williams & Company 401(k) Plan · $35M · 306 · 81st

  • SCH $35M
  • SCH 306
  • SCH 81st
  • SCH 401(k)
  • SCH near Altura Credit Union 401(k) Plan and Trust
  • SCH ind #7502

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 Retail Trade retirement plans → · Plans in North Carolina →

Alfred Williams & Company 401(k) Plan in the asset neighbourhood

Alfred Williams & Company 401(k) PlanAlfred Williams & Company 40…$35MAltura Credit Union 401(k) Plan and TrustAltura Credit Union 401(k) P…$35MMorris Multimedia, Inc. Profit Sharing PlanMorris Multimedia, Inc. Prof…$35MDiy Media Group Retirement PlanDiy Media Group Retirement P…$35MPublic Policy Holding Company, Inc. 401(k) PlanPublic Policy Holding Compan…$35M
End-of-year total assets ($M) among Alfred Williams & Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN560715557
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alfred Williams & Company)

Sponsor-wide plan assets over time

All Alfred Williams & Company plans reported in each filing year

Latest sponsor-wide plan assets
$39M 31.16145305074812% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.8M $39.1M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 267 $30M
2023 1 306 $35M
2024 1 296 $39M

Nearby 401(k) Plans in North Carolina

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

Alfred Williams & Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Alfred Williams & Company 401(k) Plan, Total assets ($B): 0.034707513 · Participants: 306Alfred Williams & Company 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Alfred Williams & Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Alfred Williams & Company 401(k) Plan side-by-side with 3 peers →

Alfred Williams & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Altura Credit Union 401(k) Plan and Trust in CA ($35M); by covered participants it is Life Unlimited, Inc. 401(k) Plan in MO (306 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Alfred Williams & Company 401(k) Plan assets move in 2023? ▼
Alfred Williams & Company 401(k) Plan grew sharply - up 16.5% during 2023, from $30M to $35M. Reported net income was $5M.
How have Alfred Williams & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alfred Williams & Company's sponsor-wide assets grew 31.2%, from $30M to $39M.
Where does Alfred Williams & Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Alfred Williams & Company 401(k) Plan ranks in the 81st 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 Alfred Williams & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Altura Credit Union 401(k) Plan and Trust in CA ($35M, 457 participants).
Which 401(k) plans cover a similar participant headcount to Alfred Williams & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Unlimited, Inc. 401(k) Plan in MO (306 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 560715557.

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.