401(k) · DOL Form 5500 · 2023

Winn-Marion Barber, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
169
Participants Small participant base
67th
Percentile by assets National rank
$88,392
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wm 401(k) Plan · Sponsored by Winn-Marion Barber, LLC · Colorado · Wholesale Trade

$15M in assets, 169 participants

Winn-Marion Barber, LLC's Wm 401(k) Plan reported $15M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,890 in Wholesale Trade (6,309 peers)

Coverage in Colorado

Wm 401(k) Plan covers 169 participants in Colorado, about 45% of the average Colorado filer (state average ~376 per filing). Assets: $15M.

#3,890
in Wholesale Trade (6,309 peers)
+27.1%
assets growth YoY

Wm 401(k) Plan's outsized position by total assets

Wm 401(k) Plan vs every filed plan by assets

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

$14,938,245 Top 33% higher than 67% 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

Wm 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. Wm 401(k) Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wm 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wm 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Wm 401(k) Plan reported participants rose from 153 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680511614 · Winn-Marion Barber, LLC PY 2023 · 401(k)

Wm 401(k) Plan · $15M · 169 · 67th

  • RANK $15M
  • PHOTO 169
  • IND 67th
  • EOY 401(k)
  • 5500 near Southwind Foods, LLC 401(k)Plan
  • ASSETS ind #3890

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 Colorado →

Wm 401(k) Plan in the asset neighbourhood

Wm 401(k) Plan$15MSouthwind Foods, LLC 401(k)PlanSouthwind Foods, LLC 401(k)P…$15MTighitco, Inc. Aerostructures Division 401(k) PlanTighitco, Inc. Aerostructure…$15MIntrax Cultural Exchange 401(k) PlanIntrax Cultural Exchange 401…$15MMobile Management, LLC 401(k) Plan & TrustMobile Management, LLC 401(k…$15M
End-of-year total assets ($M) among Wm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN680511614
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winn-Marion Barber, LLC)

Sponsor-wide plan assets over time

All Winn-Marion Barber, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 27.06848673254249% vs 2022
2023 filing year
$11M$12M$13M$14M$15M$16M 20222023 $11.8M $14.9M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 153 $12M
2023 2 403 $15M

Nearby 401(k) Plans in Colorado

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

Wm 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Wm 401(k) Plan, Total assets ($B): 0.014938245 · Participants: 169Wm 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Wm 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Wm 401(k) Plan side-by-side with 3 peers →

Wm 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Southwind Foods, LLC 401(k)Plan in CA ($15M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Wm 401(k) Plan assets move in 2023? ▼
Wm 401(k) Plan grew sharply - up 27.1% during 2023, from $12M to $15M. Reported net income was $3M.
How have Winn-Marion Barber, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Winn-Marion Barber, LLC's sponsor-wide assets grew 27.1%, from $12M to $15M.
Which 401(k) plans are similar in size to Wm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southwind Foods, LLC 401(k)Plan in CA ($15M, 332 participants).
Which 401(k) plans cover a similar participant headcount to Wm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 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 680511614.

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.