401(k) · DOL Form 5500 · 2022

Winklevoss Consultants, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
168
Participants Small participant base
81st
Percentile by assets National rank
$159,855
Avg per participant Above avg balance/head
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Official DOL plan name: Winklevoss Consultants, Inc. Savings & Retirement Plan · Sponsored by Winklevoss Consultants, Inc. · Connecticut · Professional & Technical Services

$27M in assets, 168 participants

Winklevoss Consultants, Inc.'s Winklevoss Consultants, Inc. Savings & Retirement Plan reported $27M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,680 in Professional & Technical Services (21,562 peers)

Coverage in Connecticut

Winklevoss Consultants, Inc. Savings & Retirement Plan covers 168 participants in Connecticut, about 23% of the average Connecticut filer (state average ~718 per filing). Assets: $27M.

#17,680
in Professional & Technical Services (21,562 peers)
-15.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Winklevoss Consultants, Inc. Savings & Retirement Plan's outsized position by total assets

Winklevoss Consultants, Inc. Savings & Retirement Plan vs every filed plan by assets

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

$26,855,623 Top 19% higher than 81% 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

Winklevoss Consultants, Inc. Savings & Retirement 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. Winklevoss Consultants, Inc. Savings & Retirement Plan sits mid-pack in the medium band (168 participants).

DOL schedule card

Filing strip 521504653 · Winklevoss Consultants, Inc. PY 2022 · 401(k)

Winklevoss Consultants, Inc. Savings & Retirement Plan · $27M · 168 · 81st

  • EOY $27M
  • 5500 168
  • ASSETS 81st
  • PCT 401(k)
  • EIN near Suburban Adult Services, Inc. 401(k) Plan
  • RANK ind #17680

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 Connecticut →

Winklevoss Consultants, Inc. Savings & Retirement Plan in the asset neighbourhood

Winklevoss Consultants, Inc. Savings & Retirement PlanWinklevoss Consultants, Inc.…$27MSuburban Adult Services, Inc. 401(k) PlanSuburban Adult Services, Inc…$27MTom Lange Company 401(k) Retirement PlanTom Lange Company 401(k) Ret…$27MKu Endowment Association Employees 401(k) PlanKu Endowment Association Emp…$27MRoy Jorgensen Associates, Inc. Retirement PlanRoy Jorgensen Associates, In…$27M
End-of-year total assets ($M) among Winklevoss Consultants, Inc. Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$27M
Net Income-$5M
Employer EIN521504653
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winklevoss Consultants, Inc.)

Sponsor-wide plan assets over time

All Winklevoss Consultants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 13.67807777164581% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $26.9M $23.2M ▼ -13.7%
Year Plans Participants Total Assets
2022 1 168 $27M
2023 1 143 $21M
2024 1 109 $23M

Nearby 401(k) Plans in Connecticut

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

Winklevoss Consultants, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Winklevoss Consultants, Inc. Savings & Retirement Plan, Total assets ($B): 0.026855623 · Participants: 168Winklevoss Consultants, Inc. Savings & Retirement PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Winklevoss Consultants, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Winklevoss Consultants, Inc. Savings & Retirement Plan side-by-side with 3 peers →

Winklevoss Consultants, Inc. Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Suburban Adult Services, Inc. 401(k) Plan in NY ($27M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Winklevoss Consultants, Inc. Savings & Retirement Plan assets move in 2022? ▼
Winklevoss Consultants, Inc. Savings & Retirement Plan declined sharply - down 15.1% during 2022, from $32M to $27M. Reported net income was -$5M.
How have Winklevoss Consultants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winklevoss Consultants, Inc.'s sponsor-wide assets declined 13.7%, from $27M to $23M.
Where does Winklevoss Consultants, Inc. Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Winklevoss Consultants, Inc. Savings & Retirement Plan ranks in the 81st 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 Winklevoss Consultants, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Suburban Adult Services, Inc. 401(k) Plan in NY ($27M, 510 participants).
Which 401(k) plans cover a similar participant headcount to Winklevoss Consultants, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mmi-Es 401(k) Retirement Plan in MI (168 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 521504653.

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.