401(k) · DOL Form 5500 · 2023

Winkle Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$580K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$580,224
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Winkle Enterprises Retirement Plan · Sponsored by Winkle Enterprises, Inc. · Florida · Administrative & Support Services

$580K in assets, 1 participants

Winkle Enterprises, Inc.'s Winkle Enterprises Retirement Plan reported $580K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,777 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Winkle Enterprises Retirement Plan ranks #1,777 of 4,372 2023 filers by assets (4973% of the sector average)-$580K for 1 participant.

#1,777
in Administrative & Support Services (4,372 peers)
-7.7%
assets change YoY

The plan reported a net loss of $48K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Winkle Enterprises Retirement Plan among the smaller filed plans by assets

Winkle Enterprises Retirement Plan vs every filed plan by assets

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

$580,224 19th percentile higher than 19% 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

Winkle Enterprises Retirement 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. Winkle Enterprises Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winkle Enterprises Retirement Plan reported net income fell from $48K in the plan year 2022 filing to -$48K in the plan year 2023 filing.
  • Winkle Enterprises Retirement Plan end-of-year assets fell from $629K in the plan year 2022 filing to $580K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 861223060 · Winkle Enterprises, Inc. PY 2023 · 401(k)

Winkle Enterprises Retirement Plan · $580K · 1 · 19th

  • RANK $580K
  • RANK 1
  • RANK 19th
  • RANK 401(k)
  • RANK near Powerstone, Inc. 401(k) Profit Sharing Plan
  • RANK ind #1777

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 Administrative & Support Services retirement plans → · Plans in Florida →

Winkle Enterprises Retirement Plan in the asset neighbourhood

Winkle Enterprises Retirement PlanWinkle Enterprises Retiremen…$580KPowerstone, Inc. 401(k) Profit Sharing PlanPowerstone, Inc. 401(k) Prof…$580KTytek Industries Inc. 401(k) Profit Sharing Plan & TrustTytek Industries Inc. 401(k)…$580KBihm & Greer Enterprises, Inc. 401(k) Profit Sharing PlanBihm & Greer Enterprises, In…$580KHaslam Enterprises Corp. 401(k) Profit Sharing PlanHaslam Enterprises Corp. 401…$580K
End-of-year total assets ($M) among Winkle Enterprises Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$629K
Net Assets (End of Year)$580K
Net Income-$48K
Employer EIN861223060
Plan Effective Date2021-01-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Winkle Enterprises, Inc.)

Sponsor-wide plan assets over time

All Winkle Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$725K 15.384639860000796% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.63M $0.73M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 1 $629K
2023 1 1 $580K
2024 1 1 $725K

Nearby 401(k) Plans in Florida

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

Winkle Enterprises Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Winkle Enterprises Retirement Plan, Total assets ($B): 0.000580224 · Participants: 1Winkle Enterprises Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Winkle Enterprises Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Winkle Enterprises Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Powerstone, Inc. 401(k) Profit Sharing Plan in OK ($580K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Winkle Enterprises Retirement Plan assets move in 2023?
Winkle Enterprises Retirement Plan pulled back noticeably - down 7.7% during 2023, from $629K to $580K. Reported net income was -$48K.
How have Winkle Enterprises, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Winkle Enterprises, Inc.'s sponsor-wide assets grew 15.4%, from $629K to $725K.
Where does Winkle Enterprises Retirement Plan rank by assets among Form 5500 filers?
Winkle Enterprises Retirement Plan ranks in the 19th 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 401(k) plans are similar in size to Winkle Enterprises Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Powerstone, Inc. 401(k) Profit Sharing Plan in OK ($580K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Winkle Enterprises Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).