Profit Sharing · DOL Form 5500 · 2022
Winton-Ireland Insurance Agency, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $21M
- Total assets
- 98
- Participants
- 78th
- Percentile by assets
- $216,979
- Avg per participant
Official DOL plan name: Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by Winton-Ireland Insurance Agency, Inc. · California · Finance & Insurance
$21M in assets, 98 participants
Winton-Ireland Insurance Agency, Inc.'s Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan reported $21M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- 78th percentile by assets (of 139,126 plans)
- #6,025 in Finance & Insurance (9,261 peers)
Where Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan sits by assets
Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $21M for 98 participants (~$216,979/participant), up 7.6% in 2022.
- $21M
- total plan assets (2022 EOY)
- 98
- covered participants
- 78th
- percentile by assets (of 139,126 plans)
- $216,979
- avg assets per participant
Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan vs the 2022 asset distribution
By assets, Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan outranks 78% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 942667917 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Winton-Ireland Insurance Agency, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $21M |
| 2023 | 1 | 95 | $25M |
| 2024 | 1 | 100 | $25M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
How have Winton-Ireland Insurance Agency, Inc. plan assets changed over time? ▼
Where does Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan? ▼
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Ways to act on Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan's numbers.
- By total assets, Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Winton-Ireland Insurance Agency, Inc.'s sponsor-wide assets have grown 19.9% since 2022 across 3 plan years on file. More Finance & Insurance plans