Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

T.D. WILLIAMSON, INC. PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

T. D. WILLIAMSON, INC.

This Defined Benefit (Pension) plan holds $222K in total assets and serves N/A participants as of 2023. It is sponsored by T. D. WILLIAMSON, INC. in Oklahoma. The plan reported a net loss of $295K for the year.

Total Assets (2023)
$222K
Participants
N/A
State
Industry
Manufacturing

What the Filing Says About T.D. WILLIAMSON, INC. PENSION PLAN

T.D. WILLIAMSON, INC. PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by T. D. WILLIAMSON, INC., headquartered in Oklahoma. As of the 2023 Form 5500 filing, the plan reports $222K in total end-of-year assets and covers N/A participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 730399110, and the plan has been effective since 1965-03-03. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $627K at the beginning of 2023 to $222K at year-end — a decline of 64.6%. Net assets (after liabilities) closed the year at $222K, with reported net income of $-295,134 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$627K
Total Assets (End of Year)$222K
Net Assets (End of Year)$222K
Net Income$-295,134
Plan TypeDefined Benefit (Pension)
Employer EIN730399110
Plan Effective Date1965-03-03
Filing StatusFILING RECEIVED

Sponsor Plan History (T. D. WILLIAMSON, INC.)

Year Plans Participants Total Assets
2022 2 1,354 $102M
2023 2 935 $115M
2024 1 853 $128M

Nearby Defined Benefit (Pension) Plans in Oklahoma

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the T.D. WILLIAMSON, INC. PENSION PLAN?
As of the 2023 Form 5500 filing, T.D. WILLIAMSON, INC. PENSION PLAN holds $222K in total assets with N/A participants. It is sponsored by T. D. WILLIAMSON, INC..
What type of plan is T.D. WILLIAMSON, INC. PENSION PLAN?
T.D. WILLIAMSON, INC. PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1965-03-03. The plan is filed with the U.S. Department of Labor under EIN 730399110.
Who sponsors the T.D. WILLIAMSON, INC. PENSION PLAN?
T.D. WILLIAMSON, INC. PENSION PLAN is sponsored by T. D. WILLIAMSON, INC., located in Oklahoma. The sponsor's EIN is 730399110 and the plan operates in the Manufacturing industry.
How did T.D. WILLIAMSON, INC. PENSION PLAN perform in 2023?
T.D. WILLIAMSON, INC. PENSION PLAN declined by 64.6% during 2023, moving from $627K to $222K in total assets. Net income was $-295,134.
Where can I find official filings for T.D. WILLIAMSON, INC. PENSION PLAN?
Official Form 5500 filings for T.D. WILLIAMSON, INC. PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 730399110 or plan name at efast.dol.gov.
How does T.D. WILLIAMSON, INC. PENSION PLAN compare to other plans?
You can compare T.D. WILLIAMSON, INC. PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Oklahoma on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 730399110.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.