401(k) · DOL Form 5500 · 2023

Winton Policy Group, LLC 401(k) Plan

Data updated 2026-08-25

$824K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$274,826
Avg per participant High balance/head
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Official DOL plan name: Winton Policy Group, LLC 401(k) Profit Sharing Plan · Sponsored by Winton Policy Group, LLC · Missouri · Administrative & Support Services

$824K in assets, 3 participants

Winton Policy Group, LLC's Winton Policy Group, LLC 401(k) Profit Sharing Plan reported $824K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,948 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Winton Policy Group, LLC 401(k) Profit Sharing Plan ranks #1,948 of 4,372 2023 filers by assets (3499% of the sector average)-$824K for 3 participants.

#1,948
in Administrative & Support Services (4,372 peers)
+47.1%
assets growth YoY

Winton Policy Group, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Winton Policy Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$824,479 22nd percentile higher than 22% 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

Winton Policy Group, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winton Policy Group, LLC 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winton Policy Group, LLC 401(k) Profit Sharing Plan reported net income rose from $94K in the plan year 2022 filing to $264K in the plan year 2023 filing.
  • Winton Policy Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $560K in the plan year 2022 filing to $824K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 830674714 · Winton Policy Group, LLC PY 2023 · 401(k)

Winton Policy Group, LLC 401(k) Profit Sharing Plan · $824K · 3 · 22nd

  • RANK $824K
  • PHOTO 3
  • IND 22nd
  • EOY 401(k)
  • 5500 near 37 Bp 401(k) Savings Plan
  • ASSETS ind #1948

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 Administrative & Support Services retirement plans → · Plans in Missouri →

Winton Policy Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Winton Policy Group, LLC 401(k) Profit Sharing PlanWinton Policy Group, LLC 401…$824K37 Bp 401(k) Savings Plan$825KMaho Bay Holdings, Inc. 401(k) PlanMaho Bay Holdings, Inc. 401(…$825KSosin & Kriegel LLP 401(k) Profit Sharing Plan & TrustSosin & Kriegel LLP 401(k) P…$824KLondon & Partners (US) Limited Retirement PlanLondon & Partners (US) Limit…$824K
End-of-year total assets ($M) among Winton Policy Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$560K
Net Assets (End of Year)$824K
Net Income$264K
Employer EIN830674714
Plan Effective Date2018-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winton Policy Group, LLC)

Sponsor-wide plan assets over time

All Winton Policy Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 80.89170497045136% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.56M $1.01M ▲ +80.4%
Year Plans Participants Total Assets
2022 1 3 $560K
2023 1 3 $824K
2024 1 3 $1M

Nearby 401(k) Plans in Missouri

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

Winton Policy Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Winton Policy Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.000824479 · Participants: 3Winton Policy Group, LLC 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Winton Policy Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Winton Policy Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Winton Policy Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is 37 Bp 401(k) Savings Plan in TX ($825K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($824K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Winton Policy Group, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Winton Policy Group, LLC 401(k) Profit Sharing Plan surged - up 47.1% during 2023, from $560K to $824K. Reported net income was $264K.
How have Winton Policy Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winton Policy Group, LLC's sponsor-wide assets grew 80.9%, from $560K to $1M.
Where does Winton Policy Group, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Winton Policy Group, LLC 401(k) Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Winton Policy Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 37 Bp 401(k) Savings Plan in TX ($825K, 14 participants).
Which 401(k) plans cover a similar participant headcount to Winton Policy Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 830674714.

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.