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  1. Companies/
  2. WILLIAMS-SONOMA, INC.
Sponsor portfolioTH

WILLIAMS-SONOMA, INC.

EIN 94-2203880-retail-Latest filing 2025
Plans
4
Retirement
2
$797.7M assets
Welfare
2
$23.5M premiums
Participants
42,211
3250 VAN NESS AVE - SAN FRANCISCO, CA 941091012415-421-7900williams-sonomainc.comLinkedIn10001+ employeesretail
Plans on this EIN
4 filings
#001ESOP-$797.6M - 23,837 part#002ProfitSharing-$71K - 30 part#502Mixed-$19.0M - 11,125 lives#505Fully Insured-$4.4M - 11,125 lives

Retirement portfolio analytics

2 plans aggregated / $797.7M assets / 23,867 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • WILLIAMS-SONOMA, INC. 401(K) (#001)100%
  • RICO RETIREMENT PLAN (#002)0%
Total $797.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CHARLES SCHWAB & CO., INC.100%
  • (Not disclosed)0%
Total $797.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WILLIAMS-SONOMA, INC. 401(K) (#001)23,837
  • RICO RETIREMENT PLAN (#002)30
Total 23,867Click row to drill in

Benefits portfolio analytics

2 plans / $23.5M premiums / 22,250 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.8M
  • Other$9.0M
  • Life$8.9M
  • Short-term disability$8.8M
  • Long-term disability$8.8M
  • Stop-loss$3.6M
Total $23.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • KAISER FOUNDATION HEALTH PLAN INC42%
  • METROPOLITAN LIFE INSURANCE COMPANY41%
  • SYMETRA LIFE INSURANCE COMPANY15%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
  • +2 more
Total $23.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • BUCK GLOBAL LLC44%
  • WILLIS TOWERS WATSON US LLC30%
  • THE MILLIMAN AGENCY INC26%
  • BSC AGENCY LLC0%
Total $22K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WILLIAMS-SONOMA, INC. 401(K) PLAN

ESOP

Assets$797.6M
Participants23,837
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WILLIAMS- SONOMA INC PUERTO RICO RETIREMENT PLAN

ProfitSharing

Assets$71K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WILLIAMS-SONOMA, INC. HEALTH & WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$19.0M
Covered lives11,125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

WILLIAMS-SONOMA, INC. DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$4.4M
Covered lives11,125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WILLIAMS-SONOMA, INC. 401(K) PLANESOP$797.6M23,8372024
002WILLIAMS- SONOMA INC PUERTO RICO RETIREMENT PLANProfitSharing$71K302024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WILLIAMS-SONOMA, INC. HEALTH & WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$19.0M11,1252025
505WILLIAMS-SONOMA, INC. DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$4.4M11,1252025
Retirement plans
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