401(k) · DOL Form 5500 · 2022

Winn-Marion Barber, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
153
Participants Small participant base
68th
Percentile by assets National rank
$76,837
Avg per participant Below avg balance/head
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Official DOL plan name: Wm 401(k) Plan · Sponsored by Winn-Marion Barber, LLC · Colorado · Wholesale Trade

$12M in assets, 153 participants

Winn-Marion Barber, LLC's Wm 401(k) Plan reported $12M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,211 in Wholesale Trade (6,843 peers)

Coverage in Colorado

Wm 401(k) Plan covers 153 participants in Colorado, about 41% of the average Colorado filer (state average ~376 per filing). Assets: $12M.

#4,211
in Wholesale Trade (6,843 peers)
-11.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wm 401(k) Plan's outsized position by total assets

Wm 401(k) Plan vs every filed plan by assets

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

$11,756,058 Top 32% higher than 68% 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

Wm 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wm 401(k) Plan sits mid-pack in the medium band (153 participants).

DOL schedule card

Filing strip 680511614 · Winn-Marion Barber, LLC PY 2022 · 401(k)

Wm 401(k) Plan · $12M · 153 · 68th

  • EBSA $12M
  • PART 153
  • TYPE 68th
  • NET 401(k)
  • BOOK near Hillsboro Area Hospital Employees' 401(k) Plan
  • VS-ST ind #4211

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 Colorado →

Wm 401(k) Plan in the asset neighbourhood

Wm 401(k) Plan$12MHillsboro Area Hospital Employees' 401(k) PlanHillsboro Area Hospital Empl…$12MHamcor, Inc. 401(k) Plan$12MInnovative Management Concepts, Inc. 401(k) PlanInnovative Management Concep…$12MB&g Foods Ankeny, Ia Union 401(k) PlanB&g Foods Ankeny, Ia Union 4…$12M
End-of-year total assets ($M) among Wm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN680511614
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winn-Marion Barber, LLC)

Sponsor-wide plan assets over time

All Winn-Marion Barber, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 27.06848673254249% vs 2022
2023 filing year
$11M$12M$13M$14M$15M$16M 20222023 $11.8M $14.9M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 153 $12M
2023 2 403 $15M

Nearby 401(k) Plans in Colorado

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

Wm 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Wm 401(k) Plan, Total assets ($B): 0.011756058 · Participants: 153Wm 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Wm 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Wm 401(k) Plan side-by-side with 3 peers →

Wm 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Hillsboro Area Hospital Employees' 401(k) Plan in IL ($12M); by covered participants it is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Wm 401(k) Plan assets move in 2022? ▼
Wm 401(k) Plan pulled back noticeably - down 11.0% during 2022, from $13M to $12M. Reported net income was -$1M.
How have Winn-Marion Barber, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Winn-Marion Barber, LLC's sponsor-wide assets grew 27.1%, from $12M to $15M.
Which 401(k) plans are similar in size to Wm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hillsboro Area Hospital Employees' 401(k) Plan in IL ($12M, 212 participants).
Which 401(k) plans cover a similar participant headcount to Wm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680511614.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.