Plan Ledger DOL Form 5500 · updated monthly

The Williams Companies, Inc.401(k) + ESOP (KSOP)

THE WILLIAMS INVESTMENT PLUS PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.15%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

The Williams Companies, Inc. reported $2,682,855 in plan administrative expenses for 2024: 0.15% of average plan assets, higher than ~90% of peers. Employer contributions averaged $11,586 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.147%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other management of companies employers. By assets it is the 2nd-largest of 724 plans among Oklahoma employers on file, and the 27th of 786 in management of companies. In 2024, employees put in $1.04 for every $1.00 the employer contributed; active participation has grown from 5,041 to 5,692 since 2022.

Plan summary
Net assets, end of year$1,977,449,783
Participants with balances7,360
Active participants5,692
Employer contributions$65,948,743
Employee contributions$68,608,219
Employer contribution per active participant$11,586
Average account balance$268,675
Benefits paid to participants$173,994,767
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.0B · 7,360 accts · $65.9M emplr
2023$1.7B · 7,011 accts · $59.5M emplr
2022$1.4B · 6,832 accts · $52.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$352,326
Investment management$2,261,143
Trustee / custodial$69,386
Total administrative$2,682,855
The The Williams Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$11,586
Median for plans this size$5,259
2024$11,586 per active participant
2023$11,443 per active participant
2022$10,367 per active participant

The Williams Companies, Inc.'s 2024 employer contribution ran above the $5,259 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FIDELITY INVEST. INSTL. OPER. CO., · Recordkeeping · Trustee$270,824
MERCER INVESTMENT CONSULTING, INC. · Consulting · Investment advisory (plan)$163,955
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$81,502
MERCER (US) INC. · Consulting · Investment advisory (plan)$12,300

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Fidelity
2023Fidelity

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,682,855 · 0.15%
2023$2,317,752 · 0.15%
2022$2,289,569 · 0.15%
All plans at this employer2
BLUE RACER MIDSTREAM 401(K) PLAN401(k)
THE WILLIAMS INVESTMENT PLUS PLAN401(k) + ESOP (KSOP)
Same employer
Similar plansManagement of Companies · Oklahoma
W.R. Berkley Corporation CT$2.3B · 0.02%
Clayton Homes, Inc. TN$1.6B · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730569878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.