Profit Sharing · DOL Form 5500 · 2023

David Winston Inc Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 2
Participants Small participant base: 24th
Percentile by assets National rank: $530,999
Avg per participant High balance/head

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Official DOL plan name: David Winston Inc Profit Sharing Plan · Sponsored by David Winston Inc · Pennsylvania · Professional & Technical Services

$1M in assets, 2 participants

David Winston Inc's David Winston Inc Profit Sharing Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

#3,949 in Professional & Technical Services (20,321 peers)

David Winston Inc multi-year trail

David Winston Inc's plans moved +33.8% in assets from 2022 to 2024; this filing shows David Winston Inc Profit Sharing Plan at $1M / 2 participants.

#3,949
in Professional & Technical Services (20,321 peers): +17.2%
assets growth YoY

David Winston Inc Profit Sharing Plan among the smaller filed plans by assets

David Winston Inc Profit Sharing Plan vs every filed plan by assets

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

$1,061,997 24th percentile higher than 24% 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

David Winston Inc Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Winston Inc Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

David Winston Inc Profit Sharing Plan reported net income rose from -$108K in the plan year 2022 filing to $156K in the plan year 2023 filing.
David Winston Inc Profit Sharing Plan end-of-year assets rose from $906K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 223586460 · David Winston Inc PY 2023 · Profit Sharing

David Winston Inc Profit Sharing Plan · $1M · 2 · 24th

NET $1M
NET 2
NET 24th
NET Profit Sharing
NET near J. Myers Enterprises Inc. Retirement Plan
NET ind #3949

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 Pennsylvania →

End-of-year total assets ($M) among David Winston Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

David Winston Inc multi-year asset trail

Latest sponsor-wide plan assets: $1M 33.828419981772164% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$906K
2023	1	2	$1M
2024	1	2	$1M

David Winston Inc filing trail (2023)

Total Assets (Beginning of Year)	$906K
Net Assets (End of Year)	$1M
Net Income	$156K
Employer EIN	223586460
Plan Effective Date	2002-08-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

David Winston Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
University of Pennsylvania Basic Plan $1.7B · 21,016
International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458

Compare David Winston Inc Profit Sharing Plan side-by-side with 3 peers →

David Winston Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is J. Myers Enterprises Inc. Retirement Plan in TX ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

J. Myers Enterprises Inc. Retirement Plan (TX) $1M · 3
Mark D Sikes Interiors Inc Profit Sharing Plan (CA) $1M · 14
Top Shelf Turf Management Inc. Retirement Plan (OK) $1M · 5
Financial Resources Management, Inc. Profit Sharing Plan (MT) $1M · 1

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Kramatron Precision Inc - Profit Sharing Plan (NJ) 2 · 0 off
Group H Capital Corporation Profit Sharing Trust (VA) 2 · 0 off
Sechalf Holdings, Inc. Retirement Plan (TX) 2 · 0 off

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 David Winston Inc Profit Sharing Plan assets move in 2023? ▼

David Winston Inc Profit Sharing Plan grew sharply - up 17.2% during 2023, from $906K to $1M. Reported net income was $156K.

How have David Winston Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), David Winston Inc's sponsor-wide assets grew 33.8%, from $906K to $1M.

Where does David Winston Inc Profit Sharing Plan rank by assets among Form 5500 filers? ▼

David Winston Inc Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Profit Sharing plans are similar in size to David Winston Inc Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is J. Myers Enterprises Inc. Retirement Plan in TX ($1M, 3 participants).

Which Profit Sharing plans cover a similar participant headcount to David Winston Inc Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 223586460.