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
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
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.
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
Kentucky filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $783K |
| Employer EIN | 752851493 |
| Plan Effective Date | 2000-09-01 |
| Filing Status | FILING 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
| 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.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.
- University Athletic Association 403b Plan (FL) 108 · 0 off
- Wayne Densch, Inc. 401(k) Plan (FL) 108 · 0 off
- Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust (WA) 108 · 0 off
- Seattle Tennis Club 401(k) Plan (WA) 108 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.