Profit Sharing · DOL Form 5500 · 2022

Winton-Ireland Insurance Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
98
Participants Small participant base
78th
Percentile by assets National rank
$216,979
Avg per participant Above avg balance/head
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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.

  • #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.

#6,025
in Finance & Insurance (9,261 peers)
+7.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$21,263,987 Top 22% higher than 78% of 139,123 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 2022

Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan is a small filing (98 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 942667917 · Winton-Ireland Insurance Agency, Inc. PY 2022 · Profit Sharing

Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan · $21M · 98 · 78th

  • VS-ST $21M
  • BOY 98
  • SCH 78th
  • EBSA Profit Sharing
  • PART near Bedford Nugent Corp. Employees Profit Sharing Plan
  • TYPE ind #6025

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 Finance & Insurance retirement plans → · Plans in California →

Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bedford Nugent Corp. Employees Profit Sharing PlanBedford Nugent Corp. Employe…$21MWinton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing PlanWinton-Ireland Insurance Age…$21MAmerican Society for Quality Retirement Savings PlanAmerican Society for Quality…$21MCorvallis Radiology, PC Employees' Profit Sharing Plan and TrustCorvallis Radiology, PC Empl…$21MChristian Schools International 403(b) Retirement Savings PlanChristian Schools Internatio…$21M
End-of-year total assets ($M) among Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN942667917
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winton-Ireland Insurance Agency, Inc.)

Sponsor-wide plan assets over time

All Winton-Ireland Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 19.911491668989452% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $21.3M $25.5M ▲ +19.9%
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 Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.021263987 · Participants: 98Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Bedford Nugent Corp. Employees Profit Sharing Plan in IN ($21M); by covered participants it is Grant-Blackford Mental Health Profit Sharing Plan in IN (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 7.6% during 2022, from $20M to $21M. Reported net income was $2M.
How have Winton-Ireland Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winton-Ireland Insurance Agency, Inc.'s sponsor-wide assets grew 19.9%, from $21M to $25M.
Where does Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bedford Nugent Corp. Employees Profit Sharing Plan in IN ($21M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Winton-Ireland Insurance Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Grant-Blackford Mental Health Profit Sharing Plan in IN (98 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942667917.

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.