401(k) · DOL Form 5500 · 2024
Kemper & Leila Williams Foundation, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $111,261
- Avg per participant Below avg balance/head
Official DOL plan name: Kemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and Trust · Sponsored by Kemper & Leila Williams Foundation, Inc. · Louisiana · Arts, Entertainment & Recreation
$13M in assets, 115 participants
Kemper & Leila Williams Foundation, Inc.'s Kemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and Trust reported $13M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #2,219 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Louisiana
Kemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and Trust covers 115 participants in Louisiana, about 23% of the average Louisiana filer (state average ~495 per filing). Assets: $13M.
- #2,219
- in Arts, Entertainment & Recreation (2,921 peers)
- +11.1%
- assets growth YoY
Kemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and Trust's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Kemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,795,020 Top 39% higher than 61% 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
Kemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and Trust 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. Kemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and Trust sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Kemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and Trust end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Kemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and Trust reported participants fell from 118 in the plan year 2023 filing to 115 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 237336090 · Kemper & Leila Williams Foundation, Inc. PY 2024 · 401(k)
Kemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and Trust · $13M · 115 · 61st
- TYPE $13M
- TYPE 115
- TYPE 61st
- TYPE 401(k)
- TYPE near New Generation Wellness, Inc. 401(k) Profit Sharing Plan
- TYPE ind #2219
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 Arts, Entertainment & Recreation retirement plans → · Plans in Louisiana →
Kemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and Trust in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 237336090 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kemper & Leila Williams Foundation, Inc.)
Sponsor-wide plan assets over time
All Kemper & Leila Williams Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 37.429480902970965% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 114 | $9M |
| 2023 | 1 | 118 | $12M |
| 2024 | 1 | 115 | $13M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.3B · 26,319
- Savings Plan of Entergy Corporation and Subsidiaries $4.4B · 9,655
- Ochsner Clinic Foundation 401(k) Plan $2.7B · 32,229
- Louisiana Children's Medical Center Retirement and Savings Plan $1.0B · 13,357
- Amedisys Holding, LLC 401(k) Plan $955M · 18,862
Kemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is New Generation Wellness, Inc. 401(k) Profit Sharing Plan in CA ($13M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.
- Dhillon Healthcare Group 401(k) Profit Sharing (CA) 115 · 0 off
- Sa Photonics, Inc. 401(k) Plan (CA) 115 · 0 off
- Atlantic Engineering Laboratories, Inc. 401(k) Plan (NJ) 115 · 0 off
- Greater Houston Retailers Association 401(k) Plan (TX) 115 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.