401(k) · DOL Form 5500 · 2022

Wingate Sales Associates LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
42nd
Percentile by assets National rank
$801,419
Avg per participant High balance/head
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Official DOL plan name: Wingate Sales Associates, Inc. 401(k) Profit Shari · Sponsored by Wingate Sales Associates LLC · Massachusetts · Wholesale Trade

$3M in assets, 4 participants

Wingate Sales Associates LLC's Wingate Sales Associates, Inc. 401(k) Profit Shari reported $3M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,982 in Wholesale Trade (6,843 peers)

Wingate Sales Associates LLC multi-year trail

Wingate Sales Associates LLC's plans moved +27.9% in assets from 2022 to 2024; this filing shows Wingate Sales Associates, Inc. 401(k) Profit Shari at $3M / 4 participants.

#1,982
in Wholesale Trade (6,843 peers)
-3.2%
assets change YoY

The plan reported a net loss of $107K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wingate Sales Associates, Inc. 401(k) Profit Shari's mid-pack asset rank among Wholesale Trade and all filers

Wingate Sales Associates, Inc. 401(k) Profit Shari vs every filed plan by assets

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

$3,205,674 42nd percentile higher than 42% 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

Wingate Sales Associates, Inc. 401(k) Profit Shari among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wingate Sales Associates, Inc. 401(k) Profit Shari is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 020472992 · Wingate Sales Associates LLC PY 2022 · 401(k)

Wingate Sales Associates, Inc. 401(k) Profit Shari · $3M · 4 · 42nd

  • RANK $3M
  • PHOTO 4
  • IND 42nd
  • EOY 401(k)
  • 5500 near Fairway Consulting Group 401(k)/Profit Sharing Plan
  • ASSETS ind #1982

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 Massachusetts →

Wingate Sales Associates, Inc. 401(k) Profit Shari in the asset neighbourhood

Wingate Sales Associates, Inc. 401(k) Profit ShariWingate Sales Associates, In…$3MFairway Consulting Group 401(k)/Profit Sharing PlanFairway Consulting Group 401…$3MC.E. Thurston & Sons, Inc. Employees 401(k) PlanC.E. Thurston & Sons, Inc. E…$3MChildren's Program 401(k) PlanChildren's Program 401(k) Pl…$3MDelta T Mgmt Retirement Plan$3M
End-of-year total assets ($M) among Wingate Sales Associates, Inc. 401(k) Profit Shari and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wingate Sales Associates LLC multi-year asset trail

Sponsor-wide plan assets over time

All Wingate Sales Associates LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.884089274205675% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.21M $4.1M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $4M
2024 1 4 $4M

Wingate Sales Associates LLC filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$107K
Employer EIN020472992
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Wingate Sales Associates, Inc. 401(k) Profit Shari vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Wingate Sales Associates, Inc. 401(k) Profit Shari, Total assets ($B): 0.003205674 · Participants: 4Wingate Sales Associates, Inc. 401(k) Profit ShariFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Wingate Sales Associates, Inc. 401(k) Profit Shari vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wingate Sales Associates, Inc. 401(k) Profit Shari side-by-side with 3 peers →

Wingate Sales Associates, Inc. 401(k) Profit Shari's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Fairway Consulting Group 401(k)/Profit Sharing Plan in NY ($3M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Wingate Sales Associates, Inc. 401(k) Profit Shari assets move in 2022? ▼
Wingate Sales Associates, Inc. 401(k) Profit Shari edged down modestly - down 3.2% during 2022, from $3M to $3M. Reported net income was -$107K.
How have Wingate Sales Associates LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wingate Sales Associates LLC's sponsor-wide assets grew 27.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Wingate Sales Associates, Inc. 401(k) Profit Shari? ▼
Among 401(k) plans in other states, the closest by assets is Fairway Consulting Group 401(k)/Profit Sharing Plan in NY ($3M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Wingate Sales Associates, Inc. 401(k) Profit Shari? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 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 020472992.

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.