401(k) · DOL Form 5500 · 2022

Winking Lizard Tavern, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
604
Participants Below avg headcount
57th
Percentile by assets National rank
$11,096
Avg per participant Low balance/head
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Official DOL plan name: Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Winking Lizard Tavern, Inc. · Ohio · Food Services & Accommodation

$7M in assets, 604 participants

Winking Lizard Tavern, Inc.'s Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 604 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,932 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust ranks #3,932 of 4,592 2022 filers by assets (292% of the sector average)-$7M for 604 participants.

#3,932
in Food Services & Accommodation (4,592 peers)
-21.2%
assets change YoY

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.

Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Food Services & Accommodation and all filers

Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,702,090 Top 43% higher than 57% 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

Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust 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. Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (604 participants).

Published 5500 schedule card

Filing strip 341675347 · Winking Lizard Tavern, Inc. PY 2022 · 401(k)

Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust · $7M · 604 · 57th

  • ASSETS $7M
  • ASSETS 604
  • ASSETS 57th
  • ASSETS 401(k)
  • ASSETS near Todd, Bremer & Lawson, Inc. 401(k) Plan
  • ASSETS ind #3932

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 Food Services & Accommodation retirement plans → · Plans in Ohio →

Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & TrustWinking Lizard Tavern, Inc. …$7MTodd, Bremer & Lawson, Inc. 401(k) PlanTodd, Bremer & Lawson, Inc. …$7MEdge One, Inc. 401(k) Savings PlanEdge One, Inc. 401(k) Saving…$7MC.E. Shepherd Company, LP 401(k) PlanC.E. Shepherd Company, LP 40…$7MBarkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust AgreementBarkley Ag Enterprises, LLC …$7M
End-of-year total assets ($M) among Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN341675347
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winking Lizard Tavern, Inc.)

Sponsor-wide plan assets over time

All Winking Lizard Tavern, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 36.952204461593325% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.7M $9.18M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 604 $7M
2023 1 589 $8M
2024 1 550 $9M

Nearby 401(k) Plans in Ohio

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

Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00670209 · Participants: 604Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Todd, Bremer & Lawson, Inc. 401(k) Plan in SC ($7M); by covered participants it is Classic Care Health Services Inc in IL (604 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (604 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 Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust declined sharply - down 21.2% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Winking Lizard Tavern, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winking Lizard Tavern, Inc.'s sponsor-wide assets grew 37.0%, from $7M to $9M.
Which 401(k) plans are similar in size to Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Todd, Bremer & Lawson, Inc. 401(k) Plan in SC ($7M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Classic Care Health Services Inc in IL (604 participants, $69K 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 341675347.

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.