401(k) · DOL Form 5500 · 2024
Williams & Fudge, Inc. 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 243
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $107,732
- Avg per participant Below avg balance/head
Official DOL plan name: Williams & Fudge, Inc. Retirement Savings Plan · Sponsored by Williams & Fudge, Inc. · South Carolina · Administrative & Support Services
$26M in assets, 243 participants
Williams & Fudge, Inc.'s Williams & Fudge, Inc. Retirement Savings Plan reported $26M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #3,813 in Administrative & Support Services (4,368 peers)
Where Williams & Fudge, Inc. Retirement Savings Plan sits by assets
Williams & Fudge, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $26M for 243 participants (~$107,732/participant), up 9.8% in 2024.
- #3,813
- in Administrative & Support Services (4,368 peers)
- +9.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Williams & Fudge, Inc. Retirement Savings Plan's outsized position by total assets
Williams & Fudge, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,178,774 Top 25% higher than 75% 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 & Fudge, Inc. Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Williams & Fudge, Inc. Retirement Savings Plan sits mid-pack in the medium band (243 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Williams & Fudge, Inc. Retirement Savings Plan reported participants rose from 221 in the plan year 2023 filing to 243 in the plan year 2024 filing.
- Williams & Fudge, Inc. Retirement Savings Plan end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 570826165 · Williams & Fudge, Inc. PY 2024 · 401(k)
Williams & Fudge, Inc. Retirement Savings Plan · $26M · 243 · 75th
- 5500 $26M
- ASSETS 243
- PCT 75th
- EIN 401(k)
- RANK near Rockland Federal Credit Union 401(k) Profit Sharing Plan
- PHOTO ind #3813
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 Administrative & Support Services retirement plans → · Plans in South Carolina →
Williams & Fudge, Inc. Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $2M |
| Employer EIN | 570826165 |
| Plan Effective Date | 1990-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Williams & Fudge, Inc.)
Sponsor-wide plan assets over time
All Williams & Fudge, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 22.018483449897204% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 261 | $21M |
| 2023 | 1 | 221 | $24M |
| 2024 | 1 | 243 | $26M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Williams & Fudge, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Rockland Federal Credit Union 401(k) Profit Sharing Plan in MA ($26M); by covered participants it is Validatek Retirement Savings Plan in VA (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.
- Validatek Retirement Savings Plan (VA) 243 · 0 off
- Electronic Systems Inc. 401(k) Profit Sharing Plan (SD) 243 · 0 off
- Presidio Components, Inc. 401(k) Profit Sharing Plan (CA) 243 · 0 off
- Barry Isett & Associates Inc 401(k) Ps Plan (PA) 243 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.