401(k) · DOL Form 5500 · 2024
Williams/Dame & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $750,273
- Avg per participant High balance/head
Official DOL plan name: Williams/Dame & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Williams/Dame & Associates, Inc. · Oregon · Real Estate
$2M in assets, 3 participants
Williams/Dame & Associates, Inc.'s Williams/Dame & Associates, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 3 participants in its 2024 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.
- #2,302 in Real Estate (4,605 peers)
Williams/Dame & Associates, Inc. multi-year trail
Williams/Dame & Associates, Inc.'s plans moved +23.0% in assets from 2022 to 2024; this filing shows Williams/Dame & Associates, Inc. 401(k) Profit Sharing Plan at $2M / 3 participants.
- #2,302
- in Real Estate (4,605 peers)
- +11.1%
- assets growth YoY
Williams/Dame & Associates, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Williams/Dame & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,250,819 31st percentile higher than 31% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Williams/Dame & Associates, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Williams/Dame & Associates, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Williams/Dame & Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from $197K in the plan year 2023 filing to $224K in the plan year 2024 filing.
- Williams/Dame & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 263903443 · Williams/Dame & Associates, Inc. PY 2024 · 401(k)
Williams/Dame & Associates, Inc. 401(k) Profit Sharing Plan · $2M · 3 · 31st
- SCH $2M
- SCH 3
- SCH 31st
- SCH 401(k)
- SCH near Approachable Ffa 401(k) Plan
- SCH ind #2302
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 Real Estate retirement plans → · Plans in Oregon →
Williams/Dame & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Williams/Dame & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Williams/Dame & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 23.02165705078454% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
Williams/Dame & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $224K |
| Employer EIN | 263903443 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Williams/Dame & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Approachable Ffa 401(k) Plan in CA ($2M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Approachable Ffa 401(k) Plan (CA) $2M · 35
- Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust (CA) $2M · 11
- Cota 401(k) Plan (TX) $2M · 232
- Wheelchair 401(k) Plan (FL) $2M · 74
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.