401(k) · DOL Form 5500 · 2024
Williams Heritage Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $400K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $99,996
- Avg per participant Below avg balance/head
Official DOL plan name: Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Williams Heritage Investments, Inc. · Texas · Manufacturing
$400K in assets, 4 participants
Williams Heritage Investments, Inc.'s Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan reported $400K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.
- #1,073 in Manufacturing (17,777 peers)
2024 asset change
Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan declined sharply 16.9% in 2024 ($482K → $400K) for 4 participants.
- #1,073
- in Manufacturing (17,777 peers)
- -16.9%
- assets change YoY
The plan reported a net loss of $82K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$399,985 16th percentile higher than 16% 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 Heritage Investments, Inc. 401(k) Profit Sharing 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 Heritage Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan reported net income fell from $88K in the plan year 2023 filing to -$82K in the plan year 2024 filing.
- Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $482K in the plan year 2023 filing to $400K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 272886682 · Williams Heritage Investments, Inc. PY 2024 · 401(k)
Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan · $400K · 4 · 16th
- NET $400K
- NET 4
- NET 16th
- NET 401(k)
- NET near Wisdom Financial Group, Inc. 401(k) Plan
- NET ind #1073
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 Manufacturing retirement plans → · Plans in Texas →
Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Williams Heritage Investments, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Williams Heritage Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $400K 1.7491331920663225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $393K |
| 2023 | 1 | 4 | $482K |
| 2024 | 1 | 4 | $400K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $482K |
|---|---|
| Net Assets (End of Year) | $400K |
| Net Income | -$82K |
| Employer EIN | 272886682 |
| Plan Effective Date | 2010-06-17 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Wisdom Financial Group, Inc. 401(k) Plan in MI ($400K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($400K here).
- Wisdom Financial Group, Inc. 401(k) Plan (MI) $400K · 1
- Dobbs Enterprises Retirement Plan (IL) $400K · 8
- John W Huang Solo 401(k) Plan (WA) $400K · 1
- Louis Rose Investment Plan (MO) $400K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
- Fallon Holdings, Inc. 401(k) Plan (KY) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.