401(k) · DOL Form 5500 · 2022
Winston Cole, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $85,008
- Avg per participant Below avg balance/head
Official DOL plan name: Winston Cole Retirement Plan · Sponsored by Winston Cole, LLC · Colorado · Retail Trade
$8M in assets, 93 participants
Winston Cole, LLC's Winston Cole Retirement Plan reported $8M in total assets and 93 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #6,718 in Retail Trade (9,519 peers)
2022 asset change
Winston Cole Retirement Plan declined sharply 16.1% in 2022 ($9M → $8M) for 93 participants.
- #6,718
- in Retail Trade (9,519 peers)
- -16.1%
- 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.
Winston Cole Retirement Plan's mid-pack asset rank among Retail Trade and all filers
Winston Cole Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,905,710 Top 40% higher than 60% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Winston Cole Retirement 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. Winston Cole Retirement Plan is a small filing (93 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 882943416 · Winston Cole, LLC PY 2022 · 401(k)
Winston Cole Retirement Plan · $8M · 93 · 60th
- ASSETS $8M
- PCT 93
- EIN 60th
- RANK 401(k)
- PHOTO near Local Marketing Solutions Group, Inc. Profit Sharing Plan
- IND ind #6718
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 Retail Trade retirement plans → · Plans in Colorado →
Winston Cole Retirement Plan in the asset neighbourhood
Winston Cole, LLC years around the 2022 move
Sponsor-wide plan assets over time
All Winston Cole, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 1.883170518523953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 93 | $8M |
| 2023 | 1 | 89 | $7M |
| 2024 | 1 | 104 | $8M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 882943416 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Winston Cole Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Local Marketing Solutions Group, Inc. Profit Sharing Plan in IL ($8M); by covered participants it is Homestead Farm and Lawn LLC 401(k) Plan in TN (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (93 participants); asset peers above are excluded.
- Homestead Farm and Lawn LLC 401(k) Plan (TN) 93 · 0 off
- Palace Food Inc 401(k) Profit Sharing Plan & Trust (TN) 93 · 0 off
- Healthworks, Inc. 401(k) Plan (PA) 93 · 0 off
- Gemmy Industries Corp. 401(k) Plan (TX) 93 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.