401(k) · DOL Form 5500 · 2023

Winsert LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 174
Participants Small participant base: 71st
Percentile by assets National rank: $102,477
Avg per participant Below avg balance/head

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Official DOL plan name: Winsert 401(k) Plan · Sponsored by Winsert LLC · Wisconsin · Manufacturing

$18M in assets, 174 participants

Winsert LLC's Winsert 401(k) Plan reported $18M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

#11,182 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Winsert 401(k) Plan covers 174 participants in Wisconsin, about 31% of the average Wisconsin filer (state average ~563 per filing). Assets: $18M.

#11,182
in Manufacturing (18,722 peers): +20.0%
assets growth YoY

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

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

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

$17,831,038 Top 29% higher than 71% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Winsert 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. Winsert 401(k) Plan sits mid-pack in the medium band (174 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Winsert 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Winsert 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
Winsert 401(k) Plan reported participants fell from 178 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391281143 · Winsert LLC PY 2023 · 401(k)

Winsert 401(k) Plan · $18M · 174 · 71st

RANK $18M
RANK 174
RANK 71st
RANK 401(k)
RANK near Valicor Environmental Services, LLC 401(k) Plan
RANK ind #11182

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 Wisconsin →

End-of-year total assets ($M) among Winsert 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$18M
Net Income	$3M
Employer EIN	391281143
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Winsert LLC)

Latest sponsor-wide plan assets: $19M 31.056471428463706% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	178	$15M
2023	1	174	$18M
2024	1	176	$19M

Nearby 401(k) Plans in Wisconsin

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

Winsert 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Winsert 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Valicor Environmental Services, LLC 401(k) Plan in OH ($18M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Valicor Environmental Services, LLC 401(k) Plan (OH) $18M · 451
Morris, Duffy, Alonso & Faley 401(k) Plan (NY) $18M · 118
Universal Pool Company, Inc 401(k) Savings Plan (IL) $18M · 200
Michigan Millers Mutual Insurance Company Employee 401(k) Plan (MI) $18M · 146

Similar participant headcount

Nearest other-state filings by covered participants (174 participants); asset peers above are excluded.

John Mourier Construction Inc Profit Sharing Plan (CA) 174 · 0 off
Husky Corporation 401(k) Plan (MO) 174 · 0 off
Deluxe Auto Carriers Inc 401(k) Profit Sharing Plan & Trust (CA) 174 · 0 off
United Chester Industries, Inc. 401(k) Plan (TX) 174 · 0 off

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 Winsert 401(k) Plan assets move in 2023? ▼

Winsert 401(k) Plan grew sharply - up 20.0% during 2023, from $15M to $18M. Reported net income was $3M.

How have Winsert LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Winsert LLC's sponsor-wide assets grew 31.1%, from $15M to $19M.

Which 401(k) plans are similar in size to Winsert 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Valicor Environmental Services, LLC 401(k) Plan in OH ($18M, 451 participants).

Which 401(k) plans cover a similar participant headcount to Winsert 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants, $24M 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 391281143.