Back to filter
Original filing (PDF)20250812163607NAL0008176609001
C. DONALD WILLIAMS, M.D., P.S.
Form 5500-SF
FILING_RECEIVED
C. DONALD WILLIAMS, MD, PS DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C. DONALD WILLIAMS, M.D., P.S..
Plan sponsor
Name
C. DONALD WILLIAMS, M.D., P.S.
EIN
91-1379994
Address
402 E YAKIMA AVE., SUITE 1080 · YAKIMA, WA · 98901
Phone
(509) 457-4611
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-12
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
JELLINGER & LERMAN, M.D., LLC
JELLINGER & LERMAN, M.D., P.A. PROFIT SHARING PLAN RESTATEMENT
$1.3M · 17 participants
SHARIAR COHEN MD CORP.
SHARIAR COHEN MD CORP. RETIREMENT PLAN
$1.3M · 12 participants
SF BAY COSMETIC MEDICAL GROUP, INC.
SF BAY COSMETIC MEDICAL GROUP 401(K) PLAN & TRUST
$1.3M · 1 participants
CHILDREN'S MEDICAL CENTER, INC.
CHILDREN'S MEDICAL CENTER, INC. 401(K) PLAN
$1.3M · 2 participants
MARY LEE AMERIAN, A MEDICAL CORPORATION
MARY LEE AMERIAN, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN
$1.3M · 6 participants
BURSTEIN M.D. A PROFESSIONAL CORP.
BURSTEIN M.D. A PROFESSIONAL CORP. RETIREMENT PLAN
$1.3M · 6 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
