401(k) · DOL Form 5500 · 2023

Winkler, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
435
Participants Below avg headcount
70th
Percentile by assets National rank
$40,953
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Winkler, Inc. Employees' Profit Sharing Plan · Sponsored by Winkler, Inc. · Indiana · Wholesale Trade

$18M in assets, 435 participants

Winkler, Inc.'s Winkler, Inc. Employees' Profit Sharing Plan reported $18M in total assets and 435 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,205 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Winkler, Inc. Employees' Profit Sharing Plan holds $18M for 435 participants - about $40,953 per participant, above the median plan by assets.

#4,205
in Wholesale Trade (6,309 peers)
+5.7%
assets growth YoY

Winkler, Inc. Employees' Profit Sharing Plan's outsized position by total assets

Winkler, Inc. Employees' Profit Sharing Plan vs every filed plan by assets

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

$17,814,483 Top 30% higher than 70% 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

Winkler, Inc. Employees' Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winkler, Inc. Employees' Profit Sharing Plan sits mid-pack in the medium band (435 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winkler, Inc. Employees' Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $958K in the plan year 2023 filing.
  • Winkler, Inc. Employees' Profit Sharing Plan reported participants rose from 382 in the plan year 2022 filing to 435 in the plan year 2023 filing.
  • Winkler, Inc. Employees' Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351763301 · Winkler, Inc. PY 2023 · 401(k)

Winkler, Inc. Employees' Profit Sharing Plan · $18M · 435 · 70th

  • ASSETS $18M
  • ASSETS 435
  • ASSETS 70th
  • ASSETS 401(k)
  • ASSETS near USA Swimming, Inc. 401(k) Plan
  • ASSETS ind #4205

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 Wholesale Trade retirement plans → · Plans in Indiana →

Winkler, Inc. Employees' Profit Sharing Plan in the asset neighbourhood

Queens Law Associates 401(k) PlanQueens Law Associates 401(k)…$18MWinkler, Inc. Employees' Profit Sharing PlanWinkler, Inc. Employees' Pro…$18MUSA Swimming, Inc. 401(k) PlanUSA Swimming, Inc. 401(k) Pl…$18MSouthern New England Health Care for Women, LLC 401(k) Profit Sharing PlanSouthern New England Health …$18MFb Bancorp 401(k) Plan$18M
End-of-year total assets ($M) among Winkler, Inc. Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$958K
Employer EIN351763301
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winkler, Inc.)

Sponsor-wide plan assets over time

All Winkler, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 7.028402571869613% vs 2022
2024 filing year
$16.5M$17M$17.5M$18M$18.5M 202220232024 $16.9M $18M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 382 $17M
2023 1 435 $18M
2024 1 390 $18M

Nearby 401(k) Plans in Indiana

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

Winkler, Inc. Employees' Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Winkler, Inc. Employees' Profit Sharing Plan, Total assets ($B): 0.017814483 · Participants: 435Winkler, Inc. Employees' Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Winkler, Inc. Employees' Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Winkler, Inc. Employees' Profit Sharing Plan side-by-side with 3 peers →

Winkler, Inc. Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is USA Swimming, Inc. 401(k) Plan in CO ($18M); by covered participants it is Twin Oaks Juvenile Development, Inc. 401(k) Plan in FL (435 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (435 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 Winkler, Inc. Employees' Profit Sharing Plan assets move in 2023? ▼
Winkler, Inc. Employees' Profit Sharing Plan grew at a solid clip - up 5.7% during 2023, from $17M to $18M. Reported net income was $958K.
How have Winkler, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winkler, Inc.'s sponsor-wide assets grew 7.0%, from $17M to $18M.
Which 401(k) plans are similar in size to Winkler, Inc. Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is USA Swimming, Inc. 401(k) Plan in CO ($18M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Winkler, Inc. Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Twin Oaks Juvenile Development, Inc. 401(k) Plan in FL (435 participants, $4M 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 351763301.

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.