401(k) · DOL Form 5500 · 2023

Winstar Farm, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
108
Participants Small participant base
39th
Percentile by assets National rank
$34,347
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Winstar Farm 401(k) Plan · Sponsored by Winstar Farm, LLC · Kentucky · Agriculture, Forestry & Fishing

$4M in assets, 108 participants

Winstar Farm, LLC's Winstar Farm 401(k) Plan reported $4M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #512 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Kentucky

Winstar Farm 401(k) Plan covers 108 participants in Kentucky, about 17% of the average Kentucky filer (state average ~647 per filing). Assets: $4M.

#512
in Agriculture, Forestry & Fishing (1,288 peers)
+26.7%
assets growth YoY

Winstar Farm 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Winstar Farm 401(k) Plan vs every filed plan by assets

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

$3,709,427 39th percentile higher than 39% 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

Winstar Farm 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winstar Farm 401(k) Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winstar Farm 401(k) Plan reported net income rose from -$258K in the plan year 2022 filing to $783K in the plan year 2023 filing.
  • Winstar Farm 401(k) Plan reported participants fell from 155 in the plan year 2022 filing to 108 in the plan year 2023 filing.
  • Winstar Farm 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752851493 · Winstar Farm, LLC PY 2023 · 401(k)

Winstar Farm 401(k) Plan · $4M · 108 · 39th

  • VS-ST $4M
  • VS-ST 108
  • VS-ST 39th
  • VS-ST 401(k)
  • VS-ST near Missouri Lions Eye Research Foundation Retirement Plan
  • VS-ST ind #512

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Kentucky →

Winstar Farm 401(k) Plan in the asset neighbourhood

Winstar Farm 401(k) Plan$4MMissouri Lions Eye Research Foundation Retirement PlanMissouri Lions Eye Research …$4MKubat 401(k) Plan$4MPrism Medical Products LLC 401(k) Psp & TrustPrism Medical Products LLC 4…$4MAtwood, Holsten, Brown, Deaver & Spier Law Firm P.C., L.L.O. 401(k) PlanAtwood, Holsten, Brown, Deav…$4M
End-of-year total assets ($M) among Winstar Farm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$783K
Employer EIN752851493
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winstar Farm, LLC)

Sponsor-wide plan assets over time

All Winstar Farm, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.013672364139913% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.93M $3.25M ▲ +10.9%
Year Plans Participants Total Assets
2022 1 155 $3M
2023 1 108 $4M
2024 1 132 $3M

Nearby 401(k) Plans in Kentucky

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

Winstar Farm 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Winstar Farm 401(k) Plan, Total assets ($B): 0.003709427 · Participants: 108Winstar Farm 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Winstar Farm 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Winstar Farm 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Missouri Lions Eye Research Foundation Retirement Plan in MO ($4M); by covered participants it is University Athletic Association 403b Plan in FL (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 participants); 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 Winstar Farm 401(k) Plan assets move in 2023?
Winstar Farm 401(k) Plan grew sharply - up 26.7% during 2023, from $3M to $4M. Reported net income was $783K.
How have Winstar Farm, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Winstar Farm, LLC's sponsor-wide assets grew 11.0%, from $3M to $3M.
Which 401(k) plans are similar in size to Winstar Farm 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Missouri Lions Eye Research Foundation Retirement Plan in MO ($4M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Winstar Farm 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is University Athletic Association 403b Plan in FL (108 participants, $7M in assets).