Defined Benefit (Pension) · DOL Form 5500 · 2023

Winholt Equipment Corporation Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
32
Participants Small participant base
36th
Percentile by assets National rank
$96,618
Avg per participant Below avg balance/head
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Official DOL plan name: Winholt Equipment Corporation Defined Benefit Plan · Sponsored by Winholt Equipment Corporation · New York · Manufacturing

$3M in assets, 32 participants

Winholt Equipment Corporation's Winholt Equipment Corporation Defined Benefit Plan reported $3M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,659 in Manufacturing (18,722 peers)

Winholt Equipment Corporation multi-year trail

Winholt Equipment Corporation's plans moved +35.2% in assets from 2022 to 2024; this filing shows Winholt Equipment Corporation Defined Benefit Plan at $3M / 32 participants.

#3,659
in Manufacturing (18,722 peers)
+13.5%
assets growth YoY

Winholt Equipment Corporation Defined Benefit Plan's mid-pack asset rank among Manufacturing and all filers

Winholt Equipment Corporation Defined Benefit Plan vs every filed plan by assets

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

$3,091,761 36th percentile higher than 36% 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

Winholt Equipment Corporation Defined Benefit 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. Winholt Equipment Corporation Defined Benefit Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winholt Equipment Corporation Defined Benefit Plan reported net income fell from $429K in the plan year 2022 filing to $369K in the plan year 2023 filing.
  • Winholt Equipment Corporation Defined Benefit Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Winholt Equipment Corporation Defined Benefit Plan reported participants fell from 33 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 111735819 · Winholt Equipment Corporation PY 2023 · Defined Benefit (Pension)

Winholt Equipment Corporation Defined Benefit Plan · $3M · 32 · 36th

  • PHOTO $3M
  • PHOTO 32
  • PHOTO 36th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near The Ozurovich Group Apc Defined Benefit Pension Plan
  • PHOTO ind #3659

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 Manufacturing retirement plans → · Plans in New York →

Winholt Equipment Corporation Defined Benefit Plan in the asset neighbourhood

The Omaha Home for Boys Pension PlanThe Omaha Home for Boys Pens…$3MWinholt Equipment Corporation Defined Benefit PlanWinholt Equipment Corporatio…$3MThe Ozurovich Group Apc Defined Benefit Pension PlanThe Ozurovich Group Apc Defi…$3MRogers Brothers Pension Plan for Bargaining EmployeesRogers Brothers Pension Plan…$3MSymphony Management Cash Balance PlanSymphony Management Cash Bal…$3M
End-of-year total assets ($M) among Winholt Equipment Corporation Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Winholt Equipment Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Winholt Equipment Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$13M 35.179145983236445% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.3M $12.6M ▲ +35.2%
Year Plans Participants Total Assets
2022 3 249 $9M
2023 3 296 $11M
2024 3 298 $13M

Winholt Equipment Corporation filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$369K
Employer EIN111735819
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Winholt Equipment Corporation Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Winholt Equipment Corporation Defined Benefit Plan, Total assets ($B): 0.003091761 · Participants: 32Winholt Equipment Corporation Defined Benefit PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Winholt Equipment Corporation Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Winholt Equipment Corporation Defined Benefit Plan side-by-side with 3 peers →

Winholt Equipment Corporation Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Ozurovich Group Apc Defined Benefit Pension Plan in CA ($3M); by covered participants it is The Defined Retirement Plan of Usmx/Nysa/Cccsc in NJ (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Winholt Equipment Corporation Defined Benefit Plan assets move in 2023? ▼
Winholt Equipment Corporation Defined Benefit Plan grew at a solid clip - up 13.5% during 2023, from $3M to $3M. Reported net income was $369K.
How have Winholt Equipment Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winholt Equipment Corporation's sponsor-wide assets grew 35.2%, from $9M to $13M.
Which Defined Benefit (Pension) plans are similar in size to Winholt Equipment Corporation Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Ozurovich Group Apc Defined Benefit Pension Plan in CA ($3M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Winholt Equipment Corporation Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Defined Retirement Plan of Usmx/Nysa/Cccsc in NJ (32 participants, $93M 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 111735819.

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.