Profit Sharing · DOL Form 5500 · 2024
Williams & Williams Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $791,985
- Avg per participant High balance/head
Official DOL plan name: Williams & Williams Retirement Plan · Sponsored by Williams & Williams · New York · Professional & Technical Services
$7M in assets, 9 participants
Williams & Williams's Williams & Williams Retirement Plan reported $7M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #9,440 in Professional & Technical Services (20,173 peers)
Williams & Williams multi-year trail
Williams & Williams's plans moved +30.9% in assets from 2022 to 2024; this filing shows Williams & Williams Retirement Plan at $7M / 9 participants.
- #9,440
- in Professional & Technical Services (20,173 peers)
- +10.9%
- assets growth YoY
Williams & Williams Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Williams & Williams Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,127,862 49th percentile higher than 49% 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 & Williams Retirement 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 & Williams Retirement Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Williams & Williams Retirement Plan reported net income fell from $984K in the plan year 2023 filing to $701K in the plan year 2024 filing.
- Williams & Williams Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 161336957 · Williams & Williams PY 2024 · Profit Sharing
Williams & Williams Retirement Plan · $7M · 9 · 49th
- BOOK $7M
- VS-ST 9
- BOY 49th
- SCH Profit Sharing
- EBSA near Alliance Partners 401(k) Plan
- PART ind #9440
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 New York →
Williams & Williams Retirement Plan in the asset neighbourhood
Williams & Williams multi-year asset trail
Sponsor-wide plan assets over time
All Williams & Williams plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 30.926465952949318% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $5M |
| 2023 | 1 | 9 | $6M |
| 2024 | 1 | 9 | $7M |
Williams & Williams filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $701K |
| Employer EIN | 161336957 |
| Plan Effective Date | 1989-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Williams & Williams Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Alliance Partners 401(k) Plan in AL ($7M); by covered participants it is Mab Financial Services, Inc. Retirement Plan in MD (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.