Defined Benefit (Pension) · DOL Form 5500 · 2023

Craig R. Williams Construction, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
29th
Percentile by assets National rank
$182,118
Avg per participant Above avg balance/head
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Official DOL plan name: Craig R. Williams Construction Cash Balance Plan · Sponsored by Craig R. Williams Construction, Inc. · California · Construction

$2M in assets, 10 participants

Craig R. Williams Construction, Inc.'s Craig R. Williams Construction Cash Balance Plan reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,449 in Construction (9,030 peers)

Craig R. Williams Construction, Inc. multi-year trail

Craig R. Williams Construction, Inc.'s plans moved +28.1% in assets from 2022 to 2024; this filing shows Craig R. Williams Construction Cash Balance Plan at $2M / 10 participants.

#2,449
in Construction (9,030 peers)
+13.3%
assets growth YoY

Craig R. Williams Construction Cash Balance Plan among the smaller filed plans by assets

Craig R. Williams Construction Cash Balance Plan vs every filed plan by assets

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

$1,821,180 29th percentile higher than 29% 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

Craig R. Williams Construction Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Craig R. Williams Construction Cash Balance Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Craig R. Williams Construction Cash Balance Plan reported net income rose from -$171K in the plan year 2022 filing to $213K in the plan year 2023 filing.
  • Craig R. Williams Construction Cash Balance Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Craig R. Williams Construction Cash Balance Plan reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 262174193 · Craig R. Williams Construction, Inc. PY 2023 · Defined Benefit (Pension)

Craig R. Williams Construction Cash Balance Plan · $2M · 10 · 29th

  • EOY $2M
  • 5500 10
  • ASSETS 29th
  • PCT Defined Benefit (Pension)
  • EIN near Forbo Industries, Inc. Hazleton, PA Hrly Pension Plan
  • RANK ind #2449

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 Construction retirement plans → · Plans in California →

Craig R. Williams Construction Cash Balance Plan in the asset neighbourhood

Chicago Medical Society Pension PlanChicago Medical Society Pens…$2MCraig R. Williams Construction Cash Balance PlanCraig R. Williams Constructi…$2MForbo Industries, Inc. Hazleton, PA Hrly Pension PlanForbo Industries, Inc. Hazle…$2MBoston Center for Memory, Inc. Cash Balance Pension PlanBoston Center for Memory, In…$2MThe Lawrence Firm, PLLC Defined Benefit Pension PlanThe Lawrence Firm, PLLC Defi…$2M
End-of-year total assets ($M) among Craig R. Williams Construction Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Craig R. Williams Construction, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Craig R. Williams Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.111241756556417% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.45M $3.13M ▲ +27.8%
Year Plans Participants Total Assets
2022 2 30 $2M
2023 2 31 $3M
2024 2 28 $3M

Craig R. Williams Construction, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$213K
Employer EIN262174193
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Craig R. Williams Construction Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Craig R. Williams Construction Cash Balance Plan, Total assets ($B): 0.00182118 · Participants: 10Craig R. Williams Construction Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Craig R. Williams Construction Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Craig R. Williams Construction Cash Balance Plan side-by-side with 3 peers →

Craig R. Williams Construction Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Forbo Industries, Inc. Hazleton, PA Hrly Pension Plan in PA ($2M); by covered participants it is Lakeside Manufacturing, Inc. Employees' Pension Plan in WI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Craig R. Williams Construction Cash Balance Plan assets move in 2023? ▼
Craig R. Williams Construction Cash Balance Plan grew at a solid clip - up 13.3% during 2023, from $2M to $2M. Reported net income was $213K.
How have Craig R. Williams Construction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Craig R. Williams Construction, Inc.'s sponsor-wide assets grew 28.1%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Craig R. Williams Construction Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Forbo Industries, Inc. Hazleton, PA Hrly Pension Plan in PA ($2M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Craig R. Williams Construction Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lakeside Manufacturing, Inc. Employees' Pension Plan in WI (10 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 262174193.

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.