401(k) · DOL Form 5500 · 2023

The Williams Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$1.7B
Total assets Very large vs avg
5,041
Participants Above avg headcount
99th
Percentile by assets National rank
$333,506
Avg per participant High balance/head
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Official DOL plan name: The Williams Investment Plus Plan · Sponsored by The Williams Companies, Inc. · Oklahoma · Management of Enterprises

$1.7B in assets, 5,041 participants

The Williams Companies, Inc.'s The Williams Investment Plus Plan reported $1.7B in total assets and 5,041 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #1,101 in Management of Enterprises (1,137 peers)

Coverage in Oklahoma

The Williams Investment Plus Plan covers 5,041 participants in Oklahoma, 6.6x the typical Oklahoma plan (state average ~760 per filing). Assets: $1.7B.

#1,101
in Management of Enterprises (1,137 peers)
+21.3%
assets growth YoY
17×
vs typical plan assets (national mean)

The Williams Investment Plus Plan's outsized position by total assets

The Williams Investment Plus Plan vs every filed plan by assets

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

$1,681,202,476 Top 1% higher than 99% 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

The Williams Investment Plus Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Williams Investment Plus Plan lands in the large band (5,041 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Williams Investment Plus Plan reported net income rose from -$351M in the plan year 2022 filing to $296M in the plan year 2023 filing.
  • The Williams Investment Plus Plan end-of-year assets rose from $1.4B in the plan year 2022 filing to $1.7B in the plan year 2023 filing.
  • The Williams Investment Plus Plan reported participants rose from 4,848 in the plan year 2022 filing to 5,041 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 730569878 · The Williams Companies, Inc. PY 2023 · 401(k)

The Williams Investment Plus Plan · $1.7B · 5,041 · 99th

  • VS-ST $1.7B
  • VS-ST 5,041
  • VS-ST 99th
  • VS-ST 401(k)
  • VS-ST near Mondelez Global LLC Thrift Plan
  • VS-ST ind #1101

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 Management of Enterprises retirement plans → · Plans in Oklahoma →

The Williams Investment Plus Plan in the asset neighbourhood

The Williams Investment Plus PlanThe Williams Investment Plus…$1.7BMondelez Global LLC Thrift PlanMondelez Global LLC Thrift P…$1.7BMclaren Employees' 403(b) Retirement PlanMclaren Employees' 403(b) Re…$1.7BFm Global 401(k) Savings Plan$1.7BBdo USA Retirement Plan$1.7B
End-of-year total assets ($B) among The Williams Investment Plus Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.7B
Net Income$296M
Employer EIN730569878
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Williams Companies, Inc.)

Sponsor-wide plan assets over time

All The Williams Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3.3B 25.505581965599905% vs 2022
2024 filing year
$2.5B$3B$3.5B 202220232024 $2.66B $3.34B ▲ +25.6%
Year Plans Participants Total Assets
2022 3 8,716 $2.7B
2023 5 8,855 $3.1B
2024 4 8,808 $3.3B

Nearby 401(k) Plans in Oklahoma

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

The Williams Investment Plus Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants The Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings PlanSaint Francis Health System, Inc. 401(k) Savings P, Total assets ($B): 0.867054663 · Participants: 10134Saint Francis Health System, Inc. 401(k) Savings P
The Williams Investment Plus Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Scale composition for The Williams Investment Plus Plan

The Williams Investment Plus Plan reports $1.7B in end-of-year assets across 5,041 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $333,506 per participant (2.4x the national average assets-per-participant) . Net income for plan year 2023 was $296M.

This plan identity (EIN 730569878, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $2.0B (+42.8%) while covered participants moved from 4,848 to 5,204 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 4,848 $1.4B Open filing
2023 5,041 $1.7B This page
2024 · index core 5,204 $2.0B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

The Williams Investment Plus Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Mondelez Global LLC Thrift Plan in IL ($1.7B); by covered participants it is Wex Inc. Employee Savings Plan in ME (5,041 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,041 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 The Williams Investment Plus Plan assets move in 2023?
The Williams Investment Plus Plan grew sharply - up 21.3% during 2023, from $1.4B to $1.7B. Reported net income was $296M.
How have The Williams Companies, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Williams Companies, Inc.'s sponsor-wide assets grew 25.5%, from $2.7B to $3.3B.
Where does The Williams Investment Plus Plan rank by assets among Form 5500 filers?
The Williams Investment Plus Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to The Williams Investment Plus Plan?
Among 401(k) plans in other states, the closest by assets is Mondelez Global LLC Thrift Plan in IL ($1.7B, 6,445 participants).
Which 401(k) plans cover a similar participant headcount to The Williams Investment Plus Plan?
Among 401(k) plans in other states, the closest by covered participants is Wex Inc. Employee Savings Plan in ME (5,041 participants, $435M in assets).