Employer · plans filed under one EIN
The Williams Companies, Inc.
Tulsa, OK · Management of companies (holding companies)
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
The Williams Companies, Inc., based in Tulsa, Oklahoma, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 18,273 participant records and $3.33B in net assets.
The largest is Williams Pension Plan, a cash balance pension plan with 10,822 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $65.9M and participant contributions $68.6M in the latest plan years; benefits paid were $248M. Schedule C compensation reported to service provider organisations totalled $3.5M.
Combined net assets moved from $1.47B in 2009 to $3.33B in 2024 (up 126%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Williams Pension Plan | cash balance pension plan | 2024 | 10,822 | $1.35B | $125,055 | — | $3.0M |
| The Williams Investment Plus Plan | ESOP with a 401(k) feature | 2024 | 7,451 | $1.98B | $265,394 | $11,586 | $529K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 18,273 | $3.33B | $65.9M | $68.6M |
| 2023 | 2 | 18,261 | $3.01B | $59.5M | $63.7M |
| 2022 | 2 | 14,038 | $2.26B | $52.3M | $58.2M |
| 2021 | 2 | 14,361 | $2.77B | $45.0M | $51.9M |
| 2020 | 2 | 14,543 | $2.60B | $43.3M | $50.2M |
| 2019 | 2 | 15,368 | $2.46B | $45.8M | $53.7M |
| 2018 | 2 | 15,850 | $2.20B | $78.5M | $52.8M |
| 2017 | 2 | 15,788 | $2.39B | $104M | $52.2M |
| 2016 | 2 | 18,625 | $2.22B | $84.5M | $54.0M |
| 2015 | 2 | 19,525 | $2.16B | $86.7M | $57.4M |
| 2014 | 2 | 18,511 | $2.20B | $78.0M | $44.3M |
| 2013 | 2 | 15,821 | $1.96B | $81.6M | $39.5M |
| 2012 | 2 | 15,293 | $1.67B | $94.0M | $35.8M |
| 2011 | 2 | 16,111 | $1.55B | $76.5M | $40.7M |
| 2010 | 2 | 15,801 | $1.51B | $70.9M | $38.3M |
| 2009 | 2 | 16,629 | $1.47B | $90.2M | $37.2M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Mercer Investments LLC | Consulting (general); Named fiduciary | 1 | $837,016 |
| Fidelity Employer Services Company | Contract Administrator; Recordkeeping and information management; Participant communication; Other services | 1 | $807,355 |
| Aon Consulting, Inc. | Actuarial; Consulting (pension); Other services | 1 | $296,362 |
| Fidelity Invest. Instl. Oper. Co., | Recordkeeping and information management; Trustee (bank, trust company, or similar financial institution); Trustee (directed); Investment management | 1 | $270,824 |
| Prudential Trust Co. | Investment management; Named fiduciary | 1 | $254,272 |
| Nisa Investment Advisors LLC | Investment management; Named fiduciary | 1 | $224,458 |
| Bokf, NA DBA Bank of Oklahoma | Trustee (bank, trust company, or similar financial institution); Trustee (discretionary); Trustee (directed); Investment management | 1 | $176,228 |
| Mercer Investment Consulting, Inc. | Consulting (general); Investment advisory (plan) | 1 | $163,955 |
| MetLife Investment Management LLC | Investment management; Named fiduciary | 1 | $130,287 |
| Income Research + Management | Investment management; Named fiduciary | 1 | $86,678 |
| Acadian Asset Management LLC | Investment management; Named fiduciary | 1 | $84,091 |
| Strategic Advisors, Inc. | Investment advisory (plan) | 1 | $81,502 |
| Ninety One North America, Inc. | Investment management; Named fiduciary | 1 | $60,131 |
| State Street Global Advisors Trust | Custodial (other than securities); Custodial (securities); Investment management; Named fiduciary | 1 | $29,358 |
| Mercer (US) Inc. | Consulting (general); Investment advisory (plan) | 1 | $12,300 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does The Williams Companies, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Williams Pension Plan and The Williams Investment Plus Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does The Williams Companies, Inc. contribute to its plans?
$65,948,743 in employer contributions across these plans in their latest plan years, about $7,435 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Mercer Investments LLC, Fidelity Employer Services Company, Aon Consulting, Inc. and Fidelity Invest. Instl. Oper. Co., and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.