401(k) · DOL Form 5500 · 2024

Williams & Fudge, Inc. 401(k) Plan

Data updated 2026-08-11

$26M
Total assets
243
Participants
75th
Percentile by assets
$107,732
Avg per participant
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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.

  • 75th percentile by assets (of 123,622 plans)
  • #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.

$26M
total plan assets (2024 EOY)
243
covered participants
75th
percentile by assets (of 123,622 plans)
$107,732
avg assets per participant

Where Williams & Fudge, Inc. Retirement Savings Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
South Carolina
Industry
Administrative & Support Services

Williams & Fudge, Inc. Retirement Savings Plan vs the 2024 asset distribution

By assets, Williams & Fudge, Inc. Retirement Savings Plan outranks 75% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN570826165
Plan Effective Date1990-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Williams & Fudge, Inc.)

$20M$22M$24M$26M$28M 202220232024 $21.5M $26.2M ▲ +22.1%
Total plan assets by year, all Williams & Fudge, Inc. plans on file
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.

Williams & Fudge, Inc. Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Williams & Fudge, In…, Total assets ($B): 0.026178774 · Participants: 243Williams & Fudge, In…Michelin 401(k) Savi…, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savi…The Savannah River N…, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River N…Sonoco Retirement & …, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & …Blue Cross Blue Shie…, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shie…The Milliken Retirem…, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirem…
Williams & Fudge, Inc. Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Williams & Fudge, Inc. Retirement Saving… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Williams & Fudge, Inc. Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Williams & Fudge, Inc. Retirement Savings Plan assets move in 2024? ▼
Williams & Fudge, Inc. Retirement Savings Plan grew at a solid clip - up 9.8% during 2024, from $24M to $26M. Reported net income was $2M.
How have Williams & Fudge, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Williams & Fudge, Inc.'s sponsor-wide assets grew 22.0%, from $21M to $26M.
Where does Williams & Fudge, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Williams & Fudge, Inc. Retirement Savings Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Williams & Fudge, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rockland Federal Credit Union 401(k) Profit Sharing Plan in MA ($26M, 198 participants).

Next read for Williams & Fudge, Inc. Retirement Saving…

Scale reading

Ways to act on Williams & Fudge, Inc. Retirement Savings Plan's numbers.

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 570826165.

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.