401(k) · DOL Form 5500 · 2023

Wingate Sales Associates LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
38th
Percentile by assets National rank
$878,371
Avg per participant High balance/head
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Official DOL plan name: Wingate Sales Associates, Inc. 401(k) Profit Shari · Sponsored by Wingate Sales Associates LLC · Massachusetts · Wholesale Trade

$4M in assets, 4 participants

Wingate Sales Associates LLC's Wingate Sales Associates, Inc. 401(k) Profit Shari reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,708 in Wholesale Trade (6,309 peers)

Wingate Sales Associates LLC multi-year trail

Wingate Sales Associates LLC's plans moved +27.9% in assets from 2022 to 2024; this filing shows Wingate Sales Associates, Inc. 401(k) Profit Shari at $4M / 4 participants.

#1,708
in Wholesale Trade (6,309 peers)
+9.6%
assets growth YoY

Wingate Sales Associates, Inc. 401(k) Profit Shari's mid-pack asset rank among Wholesale Trade and all filers

Wingate Sales Associates, Inc. 401(k) Profit Shari vs every filed plan by assets

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

$3,513,483 38th percentile higher than 38% 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

Wingate Sales Associates, Inc. 401(k) Profit Shari among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wingate Sales Associates, Inc. 401(k) Profit Shari is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wingate Sales Associates, Inc. 401(k) Profit Shari reported net income rose from -$107K in the plan year 2022 filing to $308K in the plan year 2023 filing.
  • Wingate Sales Associates, Inc. 401(k) Profit Shari end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 020472992 · Wingate Sales Associates LLC PY 2023 · 401(k)

Wingate Sales Associates, Inc. 401(k) Profit Shari · $4M · 4 · 38th

  • BOOK $4M
  • VS-ST 4
  • BOY 38th
  • SCH 401(k)
  • EBSA near Garden of the Gods Collection 401(k) Plan
  • PART ind #1708

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Wingate Sales Associates, Inc. 401(k) Profit Shari in the asset neighbourhood

Wingate Sales Associates, Inc. 401(k) Profit ShariWingate Sales Associates, In…$4MGarden of the Gods Collection 401(k) PlanGarden of the Gods Collectio…$4M403(b) Thrift Plan for Employees of North County Lifeline403(b) Thrift Plan for Emplo…$4MInfinity Laboratories LLC 401(k) Profit Sharing Plan and TrustInfinity Laboratories LLC 40…$4MThe Egc Group, Inc. 401(k) Profit Sharing PlanThe Egc Group, Inc. 401(k) P…$4M
End-of-year total assets ($M) among Wingate Sales Associates, Inc. 401(k) Profit Shari and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wingate Sales Associates LLC multi-year asset trail

Sponsor-wide plan assets over time

All Wingate Sales Associates LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.884089274205675% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.21M $4.1M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $4M
2024 1 4 $4M

Wingate Sales Associates LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$308K
Employer EIN020472992
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Wingate Sales Associates, Inc. 401(k) Profit Shari vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Wingate Sales Associates, Inc. 401(k) Profit Shari, Total assets ($B): 0.003513483 · Participants: 4Wingate Sales Associates, Inc. 401(k) Profit ShariFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Wingate Sales Associates, Inc. 401(k) Profit Shari vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wingate Sales Associates, Inc. 401(k) Profit Shari side-by-side with 3 peers →

Wingate Sales Associates, Inc. 401(k) Profit Shari's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Garden of the Gods Collection 401(k) Plan in CO ($4M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Wingate Sales Associates, Inc. 401(k) Profit Shari assets move in 2023? ▼
Wingate Sales Associates, Inc. 401(k) Profit Shari grew at a solid clip - up 9.6% during 2023, from $3M to $4M. Reported net income was $308K.
How have Wingate Sales Associates LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wingate Sales Associates LLC's sponsor-wide assets grew 27.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Wingate Sales Associates, Inc. 401(k) Profit Shari? ▼
Among 401(k) plans in other states, the closest by assets is Garden of the Gods Collection 401(k) Plan in CO ($4M, 366 participants).
Which 401(k) plans cover a similar participant headcount to Wingate Sales Associates, Inc. 401(k) Profit Shari? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 020472992.

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.