401(k) · DOL Form 5500 · 2023

Winston Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
181
Participants Below avg headcount
72nd
Percentile by assets National rank
$108,345
Avg per participant Below avg balance/head
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Official DOL plan name: Winston Brothers, Inc. 401(k) Plan · Sponsored by Winston Brothers, Inc. · Massachusetts · Retail Trade

$20M in assets, 181 participants

Winston Brothers, Inc.'s Winston Brothers, Inc. 401(k) Plan reported $20M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,934 in Retail Trade (8,414 peers)

Coverage in Massachusetts

Winston Brothers, Inc. 401(k) Plan covers 181 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $20M.

#6,934
in Retail Trade (8,414 peers)
+25.8%
assets growth YoY

Winston Brothers, Inc. 401(k) Plan's outsized position by total assets

Winston Brothers, Inc. 401(k) Plan vs every filed plan by assets

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

$19,610,448 Top 28% higher than 72% 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

Winston Brothers, Inc. 401(k) 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. Winston Brothers, Inc. 401(k) Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winston Brothers, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Winston Brothers, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Winston Brothers, Inc. 401(k) Plan reported participants rose from 163 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043039602 · Winston Brothers, Inc. PY 2023 · 401(k)

Winston Brothers, Inc. 401(k) Plan · $20M · 181 · 72nd

  • IND $20M
  • IND 181
  • IND 72nd
  • IND 401(k)
  • IND near Ware Industries, Inc. 401(k) Retirement Plan
  • IND ind #6934

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 Retail Trade retirement plans → · Plans in Massachusetts →

Winston Brothers, Inc. 401(k) Plan in the asset neighbourhood

Winston Brothers, Inc. 401(k) PlanWinston Brothers, Inc. 401(k…$20MWare Industries, Inc. 401(k) Retirement PlanWare Industries, Inc. 401(k)…$20MCapitol Services, Inc. 401(k) Profit Sharing PlanCapitol Services, Inc. 401(k…$20MCedar Electronics Corporation 401(k) PlanCedar Electronics Corporatio…$20MOrthopaedic Clinic of Daytona Beach, P.a. 401(k) Profit Sharing PlanOrthopaedic Clinic of Dayton…$20M
End-of-year total assets ($M) among Winston Brothers, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN043039602
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winston Brothers, Inc.)

Sponsor-wide plan assets over time

All Winston Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 42.07815187098578% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $15.6M $22.1M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 163 $16M
2023 1 181 $20M
2024 1 176 $22M

Nearby 401(k) Plans in Massachusetts

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

Winston Brothers, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Winston Brothers, Inc. 401(k) Plan, Total assets ($B): 0.019610448 · Participants: 181Winston Brothers, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Winston Brothers, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Winston Brothers, Inc. 401(k) Plan side-by-side with 3 peers →

Winston Brothers, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ware Industries, Inc. 401(k) Retirement Plan in NJ ($20M); by covered participants it is Pyromation, Inc. 401(k) Plan in IN (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Winston Brothers, Inc. 401(k) Plan assets move in 2023? ▼
Winston Brothers, Inc. 401(k) Plan grew sharply - up 25.8% during 2023, from $16M to $20M. Reported net income was $4M.
How have Winston Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winston Brothers, Inc.'s sponsor-wide assets grew 42.1%, from $16M to $22M.
Which 401(k) plans are similar in size to Winston Brothers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ware Industries, Inc. 401(k) Retirement Plan in NJ ($20M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Winston Brothers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromation, Inc. 401(k) Plan in IN (181 participants, N/A 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 043039602.

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.