401(k) · DOL Form 5500 · 2022

The Van Winkle Law Firm 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
81
Participants Small participant base
77th
Percentile by assets National rank
$234,719
Avg per participant Above avg balance/head
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Official DOL plan name: The Van Winkle Law Firm Profit Sharing Plan · Sponsored by The Van Winkle Law Firm · North Carolina · Professional & Technical Services

$19M in assets, 81 participants

The Van Winkle Law Firm's The Van Winkle Law Firm Profit Sharing Plan reported $19M in total assets and 81 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,540 in Professional & Technical Services (21,562 peers)

Where The Van Winkle Law Firm Profit Sharing Plan sits by assets

The Van Winkle Law Firm Profit Sharing Plan sits in the top quartile of all filed plans by assets, $19M for 81 participants (~$234,719/participant), down 7.9% in 2022.

#16,540
in Professional & Technical Services (21,562 peers)
-7.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Van Winkle Law Firm Profit Sharing Plan's outsized position by total assets

The Van Winkle Law Firm Profit Sharing Plan vs every filed plan by assets

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

$19,012,221 Top 23% higher than 77% 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

The Van Winkle Law Firm 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. The Van Winkle Law Firm Profit Sharing Plan is a small filing (81 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 561026015 · The Van Winkle Law Firm PY 2022 · 401(k)

The Van Winkle Law Firm Profit Sharing Plan · $19M · 81 · 77th

  • RANK $19M
  • RANK 81
  • RANK 77th
  • RANK 401(k)
  • RANK near Fullstory, Inc. 401(k) Plan
  • RANK ind #16540

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

The Van Winkle Law Firm Profit Sharing Plan in the asset neighbourhood

The Van Winkle Law Firm Profit Sharing PlanThe Van Winkle Law Firm Prof…$19MFullstory, Inc. 401(k) Plan$19MAce Disposal Retirement Plan$19MFisheye Software 401(k) Plan$19MCheng Shin Rubber USA, Inc. 401(k) Retirement PlanCheng Shin Rubber USA, Inc. …$19M
End-of-year total assets ($M) among The Van Winkle Law Firm Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN561026015
Plan Effective Date1976-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Van Winkle Law Firm)

Sponsor-wide plan assets over time

All The Van Winkle Law Firm plans reported in each filing year

Latest sponsor-wide plan assets
$23M 19.224871202580697% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19M $22.7M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 81 $19M
2023 1 85 $20M
2024 1 80 $23M

Nearby 401(k) Plans in North Carolina

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

The Van Winkle Law Firm Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants The Van Winkle Law Firm Profit Sharing Plan, Total assets ($B): 0.019012221 · Participants: 81The Van Winkle Law Firm Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
The Van Winkle Law Firm Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Van Winkle Law Firm Profit Sharing Plan side-by-side with 3 peers →

The Van Winkle Law Firm Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Fullstory, Inc. 401(k) Plan in GA ($19M); by covered participants it is Ocean Express, LLC 401(k) Plan in MA (81 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (81 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 The Van Winkle Law Firm Profit Sharing Plan assets move in 2022? ▼
The Van Winkle Law Firm Profit Sharing Plan pulled back noticeably - down 7.9% during 2022, from $21M to $19M. Reported net income was -$2M.
How have The Van Winkle Law Firm plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Van Winkle Law Firm's sponsor-wide assets grew 19.2%, from $19M to $23M.
Where does The Van Winkle Law Firm Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Van Winkle Law Firm Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Van Winkle Law Firm Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fullstory, Inc. 401(k) Plan in GA ($19M, 382 participants).
Which 401(k) plans cover a similar participant headcount to The Van Winkle Law Firm Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ocean Express, LLC 401(k) Plan in MA (81 participants, $2M 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 561026015.

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.