Profit Sharing · DOL Form 5500 · 2023

Winged Helmet Ventures, Inc. Profit Sharing Plan

Data updated 2026-08-25

$389K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$389,000
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Winged Helmet Ventures, Inc. Retirement Plan · Sponsored by Winged Helmet Ventures, Inc. · Connecticut · Real Estate

$389K in assets, 1 participants

Winged Helmet Ventures, Inc.'s Winged Helmet Ventures, Inc. Retirement Plan reported $389K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,239 in Real Estate (4,727 peers)

2023 asset change

Winged Helmet Ventures, Inc. Retirement Plan pulled back noticeably 8.5% in 2023 ($425K → $389K) for 1 participant.

#1,239
in Real Estate (4,727 peers)
-8.5%
assets change YoY

The plan reported a net loss of $36K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Winged Helmet Ventures, Inc. Retirement Plan among the smaller filed plans by assets

Winged Helmet Ventures, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$389,000 16th percentile higher than 16% of 127,068 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 2023

Winged Helmet Ventures, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winged Helmet Ventures, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winged Helmet Ventures, Inc. Retirement Plan reported net income fell from -$25K in the plan year 2022 filing to -$36K in the plan year 2023 filing.
  • Winged Helmet Ventures, Inc. Retirement Plan end-of-year assets fell from $425K in the plan year 2022 filing to $389K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 853327250 · Winged Helmet Ventures, Inc. PY 2023 · Profit Sharing

Winged Helmet Ventures, Inc. Retirement Plan · $389K · 1 · 16th

  • IND $389K
  • EOY 1
  • 5500 16th
  • ASSETS Profit Sharing
  • PCT near Kmkvgk Inc. Retirement Plan
  • EIN ind #1239

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 Real Estate retirement plans → · Plans in Connecticut →

Winged Helmet Ventures, Inc. Retirement Plan in the asset neighbourhood

Winged Helmet Ventures, Inc. Retirement PlanWinged Helmet Ventures, Inc.…$389KKmkvgk Inc. Retirement Plan$389KKeb Enterprises, Inc. Retirement PlanKeb Enterprises, Inc. Retire…$389KSwollen Sandwiches, Inc. Profit Sharing PlanSwollen Sandwiches, Inc. Pro…$389KGalloping Digital Inc. Retirement PlanGalloping Digital Inc. Retir…$389K
End-of-year total assets ($M) among Winged Helmet Ventures, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Winged Helmet Ventures, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Winged Helmet Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$389K 8.470588235294118% vs 2022
2024 filing year
$0.38M$0.4M$0.42M$0.44M 202220232024 $0.43M $0.39M ▼ -9.3%
Year Plans Participants Total Assets
2022 1 1 $425K
2023 1 1 $389K
2024 1 2 $389K

2023 asset-move particulars

Total Assets (Beginning of Year)$425K
Net Assets (End of Year)$389K
Net Income-$36K
Employer EIN853327250
Plan Effective Date2020-10-09
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Connecticut

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Winged Helmet Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Winged Helmet Ventures, Inc. Retirement Plan, Total assets ($B): 0.000389 · Participants: 1Winged Helmet Ventures, Inc. Retirement PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.288455949 · Participants: 11025North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.466980856 · Participants: 3094Connecticut Children's Retirement Savings PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.449271257 · Participants: 989The Lee Company Profit Sharing PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.245691491 · Participants: 2559Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.24493598 · Participants: 3065Connecticut Laborers' Annuity Plan
Winged Helmet Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Winged Helmet Ventures, Inc. Retirement Plan side-by-side with 3 peers →

Winged Helmet Ventures, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Kmkvgk Inc. Retirement Plan in NV ($389K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($389K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Winged Helmet Ventures, Inc. Retirement Plan assets move in 2023? ▼
Winged Helmet Ventures, Inc. Retirement Plan pulled back noticeably - down 8.5% during 2023, from $425K to $389K. Reported net income was -$36K.
How have Winged Helmet Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winged Helmet Ventures, Inc.'s sponsor-wide assets declined 8.5%, from $425K to $389K.
Where does Winged Helmet Ventures, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Winged Helmet Ventures, Inc. Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Winged Helmet Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kmkvgk Inc. Retirement Plan in NV ($389K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Winged Helmet Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 853327250.

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.