Plan Ledger DOL Form 5500 · updated monthly

Williams-Sonoma, Inc.401(k) + ESOP (KSOP)

WILLIAMS-SONOMA, INC. 401(K) PLAN · SAN FRANCISCO, CA · plan year 2025

Reported admin expense ratio · 2025
0.08%

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

Williams-Sonoma, Inc. reported $661,323 in plan administrative expenses for 2025: 0.08% of average plan assets, above the peer median. Employer contributions averaged $614 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 fell from 0.13% to 0.08%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other retail trade employers. By assets it is the 150th-largest of 9,483 plans among California employers on file, and the 78th of 5,215 in retail trade. In 2025, employees put in $3.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$882,577,009
Participants with balances11,955
Active participants18,489
Employer contributions$11,347,597
Employee contributions$38,217,821
Employer contribution per active participant$614
Average account balance$73,825
Benefits paid to participants$55,852,167
Plan auditUnmodified (clean) audit opinion
AuditorCROWE, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$882.6M · 11,955 accts · $11.3M emplr
2024$797.6M · 12,240 accts · $10.5M emplr
2023$629.0M · 11,035 accts · $12.1M emplr
2022$484.7M · 9,346 accts · $10.9M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$576,989
Investment management$84,334
Total administrative$661,323
The Williams-Sonoma, Inc. 401(k) match · 2025
Employer contribution per active participant$614
Median for plans this size$4,295
2025$614 per active participant
2024$573 per active participant
2023$665 per active participant
2022$537 per active participant

Williams-Sonoma, Inc.'s 2025 employer contribution ran below the $4,295 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$651,010
CHARLES SCHWAB & CO., INC. · Securities brokerage$1,580

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

Recordkeeper by year3
2025Charles Schwab
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history4
2025$661,323 · 0.08%
2024$593,437 · 0.08%
2023$520,206 · 0.09%
2022$687,675 · 0.13%
Same employer
Similar plansRetail Trade · California
Gap Inc. CA$2.6B · 0.06%
Ebay Inc. CA$2.0B · 0.01%
Ross Stores, Inc. CA$1.0B · 0.06%
The Save Mart Companies CA$993.0M · 0.11%
Raley's CA$639.7M · 0.11%
Sephora USA Inc. CA$600.1M · 0.22%
Hft Holdings, Inc. CA$473.9M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942203880 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.