401(k) · DOL Form 5500 · 2023

Winstead PC 401(k) Plan

Data updated 2026-08-25

$271M
Total assets Near avg plan size
440
Participants Below avg headcount
96th
Percentile by assets National rank
$615,693
Avg per participant High balance/head
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Official DOL plan name: Winstead 401(k) Savings and Profit Sharing Plan · Sponsored by Winstead PC · Texas · Professional & Technical Services

$271M in assets, 440 participants

Winstead PC's Winstead 401(k) Savings and Profit Sharing Plan reported $271M in total assets and 440 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,699 in Professional & Technical Services (20,321 peers)

Where Winstead 401(k) Savings and Profit Sharing Plan sits by assets

Winstead 401(k) Savings and Profit Sharing Plan sits in the top 5% of all filed plans by assets, $271M for 440 participants (~$615,693/participant), up 14.0% in 2023.

#19,699
in Professional & Technical Services (20,321 peers)
+14.0%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Winstead 401(k) Savings and Profit Sharing Plan's outsized position by total assets

Winstead 401(k) Savings and Profit Sharing Plan vs every filed plan by assets

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

$270,904,979 Top 4% higher than 96% 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

Winstead 401(k) Savings and Profit Sharing 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. Winstead 401(k) Savings and Profit Sharing Plan sits mid-pack in the medium band (440 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winstead 401(k) Savings and Profit Sharing Plan reported net income rose from -$50M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Winstead 401(k) Savings and Profit Sharing Plan end-of-year assets rose from $238M in the plan year 2022 filing to $271M in the plan year 2023 filing.
  • Winstead 401(k) Savings and Profit Sharing Plan reported participants rose from 431 in the plan year 2022 filing to 440 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 752404691 · Winstead PC PY 2023 · 401(k)

Winstead 401(k) Savings and Profit Sharing Plan · $271M · 440 · 96th

  • BOOK $271M
  • BOOK 440
  • BOOK 96th
  • BOOK 401(k)
  • BOOK near Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan
  • BOOK ind #19699

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 Professional & Technical Services retirement plans → · Plans in Texas →

Winstead 401(k) Savings and Profit Sharing Plan in the asset neighbourhood

High Company LLC Retirement Savings PlanHigh Company LLC Retirement …$271MAtlantic Union Bankshares Corporation 401(k) Profit Sharing PlanAtlantic Union Bankshares Co…$271MWinstead 401(k) Savings and Profit Sharing PlanWinstead 401(k) Savings and …$271M3M Savings Plan$271MThyssenkrupp 401(k) Plan North AmericaThyssenkrupp 401(k) Plan Nor…$270M
End-of-year total assets ($M) among Winstead 401(k) Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$238M
Net Assets (End of Year)$271M
Net Income$31M
Employer EIN752404691
Plan Effective Date1978-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winstead PC)

Sponsor-wide plan assets over time

All Winstead PC plans reported in each filing year

Latest sponsor-wide plan assets
$321M 19.178724635250248% vs 2022
2024 filing year
$260M$280M$300M$320M$340M 202220232024 $270M $321M ▲ +19.2%
Year Plans Participants Total Assets
2022 2 599 $270M
2023 2 595 $304M
2024 2 606 $321M

Nearby 401(k) Plans in Texas

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

Winstead 401(k) Savings and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Winstead 401(k) Savings and Profit Sharing Plan, Total assets ($B): 0.270904979 · Participants: 440Winstead 401(k) Savings and Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Winstead 401(k) Savings and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Winstead 401(k) Savings and Profit Sharing Plan side-by-side with 3 peers →

Winstead 401(k) Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan in VA ($271M); by covered participants it is Tradition America Holdings, Inc. 401(k) Plan in NY (440 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($271M here).

Similar participant headcount

Nearest other-state filings by covered participants (440 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 Winstead 401(k) Savings and Profit Sharing Plan assets move in 2023? ▼
Winstead 401(k) Savings and Profit Sharing Plan grew at a solid clip - up 14.0% during 2023, from $238M to $271M. Reported net income was $31M.
How have Winstead PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winstead PC's sponsor-wide assets grew 19.2%, from $270M to $321M.
Where does Winstead 401(k) Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Winstead 401(k) Savings and Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Winstead 401(k) Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan in VA ($271M, 1,940 participants).
Which 401(k) plans cover a similar participant headcount to Winstead 401(k) Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tradition America Holdings, Inc. 401(k) Plan in NY (440 participants, $179M 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 752404691.

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.