401(k) · DOL Form 5500 · 2023

Winterwood, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
425
Participants Below avg headcount
56th
Percentile by assets National rank
$20,579
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Winterwood, Inc. 401(k) Profit Sharing Plan · Sponsored by Winterwood, Inc. · Kentucky · Healthcare & Social Assistance

$9M in assets, 425 participants

Winterwood, Inc.'s Winterwood, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 425 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,838 in Healthcare & Social Assistance (17,684 peers)

Winterwood, Inc. multi-year trail

Winterwood, Inc.'s plans moved +45.5% in assets from 2022 to 2024; this filing shows Winterwood, Inc. 401(k) Profit Sharing Plan at $9M / 425 participants.

#10,838
in Healthcare & Social Assistance (17,684 peers)
+22.4%
assets growth YoY

Winterwood, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Winterwood, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,746,021 Top 44% higher than 56% 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

Winterwood, Inc. 401(k) 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. Winterwood, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (425 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winterwood, Inc. 401(k) Profit Sharing Plan reported net income rose from -$750K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Winterwood, Inc. 401(k) Profit Sharing Plan reported participants rose from 315 in the plan year 2022 filing to 425 in the plan year 2023 filing.
  • Winterwood, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 610962620 · Winterwood, Inc. PY 2023 · 401(k)

Winterwood, Inc. 401(k) Profit Sharing Plan · $9M · 425 · 56th

  • EIN $9M
  • RANK 425
  • PHOTO 56th
  • IND 401(k)
  • EOY near Ck Franchising, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #10838

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 Kentucky →

Winterwood, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Winterwood, Inc. 401(k) Profit Sharing PlanWinterwood, Inc. 401(k) Prof…$9MCk Franchising, Inc. 401(k) Profit Sharing PlanCk Franchising, Inc. 401(k) …$9MMadelia Community Hospital 403(b) PlanMadelia Community Hospital 4…$9M4 East 95th Street Medical Services, PC 401(k) Plan4 East 95th Street Medical S…$9MSchaller Auto World, Inc. Salary Deferral 401(k) Profit Sharing PSchaller Auto World, Inc. Sa…$9M
End-of-year total assets ($M) among Winterwood, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Winterwood, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Winterwood, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 45.53250221172952% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.15M $10.4M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 315 $7M
2023 1 425 $9M
2024 1 447 $10M

Winterwood, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN610962620
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Winterwood, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Winterwood, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008746021 · Participants: 425Winterwood, Inc. 401(k) Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Winterwood, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Winterwood, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Winterwood, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Ck Franchising, Inc. 401(k) Profit Sharing Plan in CA ($9M); by covered participants it is Restaurants of America Retirement Plan in CO (425 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (425 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 Winterwood, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Winterwood, Inc. 401(k) Profit Sharing Plan grew sharply - up 22.4% during 2023, from $7M to $9M. Reported net income was $2M.
How have Winterwood, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winterwood, Inc.'s sponsor-wide assets grew 45.5%, from $7M to $10M.
Which 401(k) plans are similar in size to Winterwood, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ck Franchising, Inc. 401(k) Profit Sharing Plan in CA ($9M, 1,926 participants).
Which 401(k) plans cover a similar participant headcount to Winterwood, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Restaurants of America Retirement Plan in CO (425 participants, $3M 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 610962620.

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.