401(k) · DOL Form 5500 · 2023

Winkler Kurtz, LLP 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
11
Participants Small participant base
26th
Percentile by assets National rank
$114,194
Avg per participant Below avg balance/head
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Official DOL plan name: Winkler Kurtz, LLP 401(k) Profit Sharing Plan · Sponsored by Winkler Kurtz, LLP · New York · Professional & Technical Services

$1M in assets, 11 participants

Winkler Kurtz, LLP's Winkler Kurtz, LLP 401(k) Profit Sharing Plan reported $1M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,286 in Professional & Technical Services (20,321 peers)

Winkler Kurtz, LLP multi-year trail

Winkler Kurtz, LLP's plans moved +69.5% in assets from 2022 to 2024; this filing shows Winkler Kurtz, LLP 401(k) Profit Sharing Plan at $1M / 11 participants.

#4,286
in Professional & Technical Services (20,321 peers)
+51.6%
assets growth YoY

Winkler Kurtz, LLP 401(k) Profit Sharing Plan among the smaller filed plans by assets

Winkler Kurtz, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,256,137 26th percentile higher than 26% 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

Winkler Kurtz, LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winkler Kurtz, LLP 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winkler Kurtz, LLP 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $427K in the plan year 2023 filing.
  • Winkler Kurtz, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $829K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Winkler Kurtz, LLP 401(k) Profit Sharing Plan reported participants rose from 9 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 112868840 · Winkler Kurtz, LLP PY 2023 · 401(k)

Winkler Kurtz, LLP 401(k) Profit Sharing Plan · $1M · 11 · 26th

  • PART $1M
  • TYPE 11
  • NET 26th
  • BOOK 401(k)
  • VS-ST near G4s Guam and Cnmi 401(k) Retirement Savings Plan
  • BOY ind #4286

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 New York →

Winkler Kurtz, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Winkler Kurtz, LLP 401(k) Profit Sharing PlanWinkler Kurtz, LLP 401(k) Pr…$1MG4s Guam and Cnmi 401(k) Retirement Savings PlanG4s Guam and Cnmi 401(k) Ret…$1MSchroer & Associates PC Safe Harbor 401(k) PspSchroer & Associates PC Safe…$1MNeon Blue Development, Inc 401(k) Profit Sharing PlanNeon Blue Development, Inc 4…$1MBarton Family Enterprises, Inc. 401(k) PlanBarton Family Enterprises, I…$1M
End-of-year total assets ($M) among Winkler Kurtz, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Winkler Kurtz, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Winkler Kurtz, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1M 69.53186652476417% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.83M $1.4M ▲ +68.7%
Year Plans Participants Total Assets
2022 1 9 $829K
2023 1 11 $1M
2024 1 10 $1M

Winkler Kurtz, LLP filing trail (2023)

Total Assets (Beginning of Year)$829K
Net Assets (End of Year)$1M
Net Income$427K
Employer EIN112868840
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Winkler Kurtz, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Winkler Kurtz, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.001256137 · Participants: 11Winkler Kurtz, LLP 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Winkler Kurtz, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Winkler Kurtz, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Winkler Kurtz, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is G4s Guam and Cnmi 401(k) Retirement Savings Plan in GU ($1M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Winkler Kurtz, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Winkler Kurtz, LLP 401(k) Profit Sharing Plan surged - up 51.6% during 2023, from $829K to $1M. Reported net income was $427K.
How have Winkler Kurtz, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winkler Kurtz, LLP's sponsor-wide assets grew 69.5%, from $829K to $1M.
Which 401(k) plans are similar in size to Winkler Kurtz, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is G4s Guam and Cnmi 401(k) Retirement Savings Plan in GU ($1M, 768 participants).
Which 401(k) plans cover a similar participant headcount to Winkler Kurtz, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 112868840.

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.