Profit Sharing · DOL Form 5500 · 2023

Terrell P Winkler,M.D.,P.a. Profit Sharing Plan

Data updated 2026-08-25

$980K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$980,480
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan · Sponsored by Terrell P Winkler,M.D.,P.a. · Florida · Healthcare & Social Assistance

$980K in assets, 1 participants

Terrell P Winkler,M.D.,P.a.'s Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan reported $980K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,407 in Healthcare & Social Assistance (17,684 peers)

Terrell P Winkler,M.D.,P.a. multi-year trail

Terrell P Winkler,M.D.,P.a.'s plans moved +32.5% in assets from 2022 to 2024; this filing shows Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan at $980K / 1 participant.

#3,407
in Healthcare & Social Assistance (17,684 peers)
+15.9%
assets growth YoY

Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan among the smaller filed plans by assets

Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan vs every filed plan by assets

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

$980,480 23rd percentile higher than 23% 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

Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps 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. Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan reported net income rose from -$138K in the plan year 2022 filing to $135K in the plan year 2023 filing.
  • Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan end-of-year assets rose from $846K in the plan year 2022 filing to $980K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 650365594 · Terrell P Winkler,M.D.,P.a. PY 2023 · Profit Sharing

Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan · $980K · 1 · 23rd

  • RANK $980K
  • PHOTO 1
  • IND 23rd
  • EOY Profit Sharing
  • 5500 near Coastal Bend Capital Inc. Retirement Plan
  • ASSETS ind #3407

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan in the asset neighbourhood

Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps PlanTerrell P.Winkler, M.D.,P.a.…$980KCoastal Bend Capital Inc. Retirement PlanCoastal Bend Capital Inc. Re…$981KE. Mike Vasilomanolakis, M.D., Inc. Profit Sharing PlanE. Mike Vasilomanolakis, M.D…$981KCunningham & Associates Profit Sharing PlanCunningham & Associates Prof…$980KPatrick Joseph Dineen Profit Sharing PlanPatrick Joseph Dineen Profit…$981K
End-of-year total assets ($M) among Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Terrell P Winkler,M.D.,P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Terrell P Winkler,M.D.,P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 32.46409683919736% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.85M $1.12M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 1 $846K
2023 1 1 $980K
2024 1 1 $1M

Terrell P Winkler,M.D.,P.a. filing trail (2023)

Total Assets (Beginning of Year)$846K
Net Assets (End of Year)$980K
Net Income$135K
Employer EIN650365594
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan, Total assets ($B): 0.00098048 · Participants: 1Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan side-by-side with 3 peers →

Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Coastal Bend Capital Inc. Retirement Plan in TX ($981K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan assets move in 2023? ▼
Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan grew sharply - up 15.9% during 2023, from $846K to $980K. Reported net income was $135K.
How have Terrell P Winkler,M.D.,P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terrell P Winkler,M.D.,P.a.'s sponsor-wide assets grew 32.5%, from $846K to $1M.
Where does Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan rank by assets among Form 5500 filers? ▼
Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan ranks in the 23rd 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 Profit Sharing plans are similar in size to Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Coastal Bend Capital Inc. Retirement Plan in TX ($981K, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 650365594.

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.