401(k) · DOL Form 5500 · 2023

Winter Family Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$258K
Total assets Small plan by assets
17
Participants Small participant base
12th
Percentile by assets National rank
$15,160
Avg per participant Low balance/head
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Official DOL plan name: Winter Family Enterprises, Inc. 401(k) Plan · Sponsored by Winter Family Enterprises, Inc. · Minnesota · Information & Media

$258K in assets, 17 participants

Winter Family Enterprises, Inc.'s Winter Family Enterprises, Inc. 401(k) Plan reported $258K in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #184 in Information & Media (2,818 peers)

Winter Family Enterprises, Inc. multi-year trail

Winter Family Enterprises, Inc.'s plans moved +56.1% in assets from 2022 to 2024; this filing shows Winter Family Enterprises, Inc. 401(k) Plan at $258K / 17 participants.

#184
in Information & Media (2,818 peers)
+31.4%
assets growth YoY

Winter Family Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets

Winter Family Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$257,726 12th percentile higher than 12% 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

Winter Family Enterprises, Inc. 401(k) 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. Winter Family Enterprises, Inc. 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winter Family Enterprises, Inc. 401(k) Plan reported net income rose from $14K in the plan year 2022 filing to $62K in the plan year 2023 filing.
  • Winter Family Enterprises, Inc. 401(k) Plan end-of-year assets rose from $196K in the plan year 2022 filing to $258K in the plan year 2023 filing.
  • Winter Family Enterprises, Inc. 401(k) Plan reported participants rose from 14 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 814461765 · Winter Family Enterprises, Inc. PY 2023 · 401(k)

Winter Family Enterprises, Inc. 401(k) Plan · $258K · 17 · 12th

  • SCH $258K
  • EBSA 17
  • PART 12th
  • TYPE 401(k)
  • NET near Dudley Holdings, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #184

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 Information & Media retirement plans → · Plans in Minnesota →

Winter Family Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Winter Family Enterprises, Inc. 401(k) PlanWinter Family Enterprises, I…$258KDudley Holdings, Inc. 401(k) Profit Sharing PlanDudley Holdings, Inc. 401(k)…$258KLkn Flips Inc. 401(k) Plan$258KArdent Retirement Savings PlanArdent Retirement Savings Pl…$258KLuber Roklin Entertainment, Inc. 401(k) PlanLuber Roklin Entertainment, …$258K
End-of-year total assets ($M) among Winter Family Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Winter Family Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Winter Family Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$306K 56.062791468107335% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.2M $0.31M ▲ +55.0%
Year Plans Participants Total Assets
2022 1 14 $196K
2023 1 17 $258K
2024 1 20 $306K

Winter Family Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$196K
Net Assets (End of Year)$258K
Net Income$62K
Employer EIN814461765
Plan Effective Date2016-11-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Winter Family Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Winter Family Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.000257726 · Participants: 17Winter Family Enterprises, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Winter Family Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Winter Family Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Winter Family Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Dudley Holdings, Inc. 401(k) Profit Sharing Plan in GA ($258K); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($258K here).

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Winter Family Enterprises, Inc. 401(k) Plan assets move in 2023? ▼
Winter Family Enterprises, Inc. 401(k) Plan surged - up 31.4% during 2023, from $196K to $258K. Reported net income was $62K.
How have Winter Family Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winter Family Enterprises, Inc.'s sponsor-wide assets grew 56.1%, from $196K to $306K.
Where does Winter Family Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Winter Family Enterprises, Inc. 401(k) Plan ranks in the 12th 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 Winter Family Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dudley Holdings, Inc. 401(k) Profit Sharing Plan in GA ($258K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Winter Family Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M 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 814461765.

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.