ESOP · DOL Form 5500 · 2024

Williams & Works, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
30
Participants Small participant base
31st
Percentile by assets National rank
$75,666
Avg per participant Below avg balance/head
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Official DOL plan name: Williams & Works Employee Stock Ownership Plan and Trust · Sponsored by Williams & Works, Inc. · Michigan · Professional & Technical Services

$2M in assets, 30 participants

Williams & Works, Inc.'s Williams & Works Employee Stock Ownership Plan and Trust reported $2M in total assets and 30 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.

  • #5,395 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Williams & Works Employee Stock Ownership Plan and Trust holds $2M for 30 participants - about $75,666 per participant, in the lower half of filed plans by assets.

#5,395
in Professional & Technical Services (20,173 peers)
+5.0%
assets growth YoY

Williams & Works Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Williams & Works Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,269,974 31st percentile higher than 31% of 123,620 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 2024

Williams & Works Employee Stock Ownership Plan and Trust 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 & Works Employee Stock Ownership Plan and Trust is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Williams & Works Employee Stock Ownership Plan and Trust reported net income rose from $17K in the plan year 2023 filing to $108K in the plan year 2024 filing.
  • Williams & Works Employee Stock Ownership Plan and Trust reported participants fell from 38 in the plan year 2023 filing to 30 in the plan year 2024 filing.
  • Williams & Works Employee Stock Ownership Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 383253838 · Williams & Works, Inc. PY 2024 · ESOP

Williams & Works Employee Stock Ownership Plan and Trust · $2M · 30 · 31st

  • BOY $2M
  • BOY 30
  • BOY 31st
  • BOY ESOP
  • BOY near Symbiont Service Corporation Employee Stock Ownership Plan
  • BOY ind #5395

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 What is an ESOP? → · Plans in Michigan →

Williams & Works Employee Stock Ownership Plan and Trust in the asset neighbourhood

Williams & Works Employee Stock Ownership Plan and TrustWilliams & Works Employee St…$2MSymbiont Service Corporation Employee Stock Ownership PlanSymbiont Service Corporation…$2MJ Milano Co., Inc. Employee Stock Ownership PlanJ Milano Co., Inc. Employee …$2MStewart Transport, Inc. Employee Stock Ownership TrustStewart Transport, Inc. Empl…$2MNorthern Ohio Roofing Employee Stock Ownership PlanNorthern Ohio Roofing Employ…$2M
End-of-year total assets ($M) among Williams & Works Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$108K
Employer EIN383253838
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Williams & Works, Inc.)

Sponsor-wide plan assets over time

All Williams & Works, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.848006117805051% vs 2022
2024 filing year
$2.1M$2.15M$2.2M$2.25M$2.3M 202220232024 $2.14M $2.27M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 38 $2M
2023 1 38 $2M
2024 1 30 $2M

Nearby ESOP Plans in Michigan

Peer ESOP plans, same state, same plan type, ranked by total assets.

Williams & Works Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.52 Total assets ($B) Participants Williams & Works Employee Stock Ownership Plan and Trust, Total assets ($B): 0.002269974 · Participants: 30Williams & Works Employee Stock Ownership Plan and TrustMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.551258212 · Participants: 1780Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.899849551 · Participants: 1936The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.452711138 · Participants: 1284Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.410252812 · Participants: 218Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.250474411 · Participants: 565Lee Contracting, Inc. Employee Stock Ownership Plan
Williams & Works Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Williams & Works Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Williams & Works Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Symbiont Service Corporation Employee Stock Ownership Plan in FL ($2M); by covered participants it is ESOP Partners Employee Stock Ownership Plan in WI (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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.

Frequently Asked Questions

How did Williams & Works Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Williams & Works Employee Stock Ownership Plan and Trust grew at a solid clip - up 5.0% during 2024, from $2M to $2M. Reported net income was $108K.
How have Williams & Works, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Williams & Works, Inc.'s sponsor-wide assets grew 5.8%, from $2M to $2M.
Which ESOP plans are similar in size to Williams & Works Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Symbiont Service Corporation Employee Stock Ownership Plan in FL ($2M, 53 participants).
Which ESOP plans cover a similar participant headcount to Williams & Works Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is ESOP Partners Employee Stock Ownership Plan in WI (30 participants, $695K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 383253838.

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.