401(k) · DOL Form 5500 · 2023

Winter Sports, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
135
Participants Small participant base
49th
Percentile by assets National rank
$46,630
Avg per participant Low balance/head
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Official DOL plan name: Winter Sports, Inc. Retirement Plan & Trust · Sponsored by Winter Sports, Inc. · Montana · Arts, Entertainment & Recreation

$6M in assets, 135 participants

Winter Sports, Inc.'s Winter Sports, Inc. Retirement Plan & Trust reported $6M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,991 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Montana

Winter Sports, Inc. Retirement Plan & Trust covers 135 participants in Montana, about 50% of the average Montana filer (state average ~271 per filing). Assets: $6M.

#1,991
in Arts, Entertainment & Recreation (2,945 peers)
+23.5%
assets growth YoY

Winter Sports, Inc. Retirement Plan & Trust's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Winter Sports, Inc. Retirement Plan & Trust vs every filed plan by assets

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

$6,295,078 49th percentile higher than 49% 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 Sports, Inc. Retirement Plan & Trust 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. Winter Sports, Inc. Retirement Plan & Trust sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winter Sports, Inc. Retirement Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Winter Sports, Inc. Retirement Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Winter Sports, Inc. Retirement Plan & Trust reported participants fell from 145 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810221770 · Winter Sports, Inc. PY 2023 · 401(k)

Winter Sports, Inc. Retirement Plan & Trust · $6M · 135 · 49th

  • SCH $6M
  • SCH 135
  • SCH 49th
  • SCH 401(k)
  • SCH near Wel Companies, Inc. 401(k) Savings Plan
  • SCH ind #1991

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 Arts, Entertainment & Recreation retirement plans → · Plans in Montana →

Winter Sports, Inc. Retirement Plan & Trust in the asset neighbourhood

Winter Sports, Inc. Retirement Plan & TrustWinter Sports, Inc. Retireme…$6MFamily Express Corporation 401(k) Profit Sharing PlanFamily Express Corporation 4…$6MNorth Central Equity LLC 401(k) PlanNorth Central Equity LLC 401…$6MWel Companies, Inc. 401(k) Savings PlanWel Companies, Inc. 401(k) S…$6MAdvisors Capital Management LLC 401(k) Profit Sharing Plan & TrustAdvisors Capital Management …$6M
End-of-year total assets ($M) among Winter Sports, Inc. Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN810221770
Plan Effective Date1974-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winter Sports, Inc.)

Sponsor-wide plan assets over time

All Winter Sports, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 43.34611463074094% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.1M $7.31M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 145 $5M
2023 1 135 $6M
2024 1 153 $7M

Nearby 401(k) Plans in Montana

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

Winter Sports, Inc. Retirement Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Winter Sports, Inc. Retirement Plan & Trust, Total assets ($M): 6.295078 · Participants: 135Winter Sports, Inc. Retirement Plan & TrustD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Winter Sports, Inc. Retirement Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Winter Sports, Inc. Retirement Plan & Trust side-by-side with 3 peers →

Winter Sports, Inc. Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Wel Companies, Inc. 401(k) Savings Plan in WI ($6M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Sports, Inc. Retirement Plan & Trust assets move in 2023? ▼
Winter Sports, Inc. Retirement Plan & Trust grew sharply - up 23.5% during 2023, from $5M to $6M. Reported net income was $1M.
How have Winter Sports, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winter Sports, Inc.'s sponsor-wide assets grew 43.3%, from $5M to $7M.
Which 401(k) plans are similar in size to Winter Sports, Inc. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wel Companies, Inc. 401(k) Savings Plan in WI ($6M, 451 participants).
Which 401(k) plans cover a similar participant headcount to Winter Sports, Inc. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 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 810221770.

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.