401(k) · DOL Form 5500 · 2024
Williams & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $68,137
- Avg per participant Below avg balance/head
Official DOL plan name: Williams & Associates, Inc. Savings and Investment Plan · Sponsored by Williams & Associates, Inc. · Minnesota · Professional & Technical Services
$4M in assets, 56 participants
Williams & Associates, Inc.'s Williams & Associates, Inc. Savings and Investment Plan reported $4M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #6,958 in Professional & Technical Services (20,173 peers)
Williams & Associates, Inc. multi-year trail
Williams & Associates, Inc.'s plans moved -18.2% in assets from 2022 to 2024; this filing shows Williams & Associates, Inc. Savings and Investment Plan at $4M / 56 participants.
- #6,958
- in Professional & Technical Services (20,173 peers)
- -4.9%
- assets change YoY
The plan reported a net loss of $195K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Williams & Associates, Inc. Savings and Investment Plan's mid-pack asset rank among Professional & Technical Services and all filers
Williams & Associates, Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,815,658 37th percentile higher than 37% 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 & Associates, Inc. Savings and Investment Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Williams & Associates, Inc. Savings and Investment Plan is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Williams & Associates, Inc. Savings and Investment Plan reported net income rose from -$652K in the plan year 2023 filing to -$195K in the plan year 2024 filing.
- Williams & Associates, Inc. Savings and Investment Plan reported participants fell from 63 in the plan year 2023 filing to 56 in the plan year 2024 filing.
- Williams & Associates, Inc. Savings and Investment Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 411224279 · Williams & Associates, Inc. PY 2024 · 401(k)
Williams & Associates, Inc. Savings and Investment Plan · $4M · 56 · 37th
- VS-ST $4M
- VS-ST 56
- VS-ST 37th
- VS-ST 401(k)
- VS-ST near Go Local Interactive 401(k) & Profit Sharing Plan
- VS-ST ind #6958
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 Professional & Technical Services retirement plans → · Plans in Minnesota →
Williams & Associates, Inc. Savings and Investment Plan in the asset neighbourhood
Williams & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Williams & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 18.167289117118337% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 61 | $5M |
| 2023 | 1 | 63 | $4M |
| 2024 | 1 | 56 | $4M |
Williams & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$195K |
| Employer EIN | 411224279 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Williams & Associates, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Go Local Interactive 401(k) & Profit Sharing Plan in KS ($4M); by covered participants it is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (56 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.