401(k) · DOL Form 5500 · 2022

Frank Winne & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
37
Participants Small participant base
54th
Percentile by assets National rank
$157,629
Avg per participant Above avg balance/head
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Official DOL plan name: Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan · Sponsored by Frank Winne & Son, Inc. · New Jersey · Wholesale Trade

$6M in assets, 37 participants

Frank Winne & Son, Inc.'s Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan reported $6M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 54th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,885 in Wholesale Trade (6,843 peers)

Frank Winne & Son, Inc. multi-year trail

Frank Winne & Son, Inc.'s plans moved +34.4% in assets from 2022 to 2024; this filing shows Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan at $6M / 37 participants.

#2,885
in Wholesale Trade (6,843 peers)
-12.2%
assets change YoY

The plan reported a net loss of $810K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,832,281 Top 46% higher than 54% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan is a small filing (37 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 262982621 · Frank Winne & Son, Inc. PY 2022 · 401(k)

Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan · $6M · 37 · 54th

  • RANK $6M
  • RANK 37
  • RANK 54th
  • RANK 401(k)
  • RANK near Svam International 401(k) Plan
  • RANK ind #2885

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in New Jersey →

Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan in the asset neighbourhood

Frank Winne & Son Inc. 401(k) Savings and Profit Sharing PlanFrank Winne & Son Inc. 401(k…$6MSvam International 401(k) PlanSvam International 401(k) Pl…$6MBci, Inc. 401(k) Profit Sharing PlanBci, Inc. 401(k) Profit Shar…$6MFull Circle Fiber Partners 401(k) PlanFull Circle Fiber Partners 4…$6MMel Hambelton Group 401(k) Savings PlanMel Hambelton Group 401(k) S…$6M
End-of-year total assets ($M) among Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Frank Winne & Son, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Frank Winne & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 34.365610984793086% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.83M $7.84M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 37 $6M
2023 1 36 $7M
2024 1 37 $8M

Frank Winne & Son, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$810K
Employer EIN262982621
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan, Total assets ($B): 0.005832281 · Participants: 37Frank Winne & Son Inc. 401(k) Savings and Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Svam International 401(k) Plan in NY ($6M); by covered participants it is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan assets move in 2022?
Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan pulled back noticeably - down 12.2% during 2022, from $7M to $6M. Reported net income was -$810K.
How have Frank Winne & Son, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Frank Winne & Son, Inc.'s sponsor-wide assets grew 34.4%, from $6M to $8M.
Which 401(k) plans are similar in size to Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Svam International 401(k) Plan in NY ($6M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants, $438K in assets).