401(k) · DOL Form 5500 · 2023

The Van Winkle Law Firm 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
85
Participants Small participant base
72nd
Percentile by assets National rank
$231,068
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Van Winkle Law Firm Profit Sharing Plan · Sponsored by The Van Winkle Law Firm · North Carolina · Professional & Technical Services

$20M in assets, 85 participants

The Van Winkle Law Firm's The Van Winkle Law Firm Profit Sharing Plan reported $20M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,644 in Professional & Technical Services (20,321 peers)

The Van Winkle Law Firm multi-year trail

The Van Winkle Law Firm's plans moved +19.2% in assets from 2022 to 2024; this filing shows The Van Winkle Law Firm Profit Sharing Plan at $20M / 85 participants.

#14,644
in Professional & Technical Services (20,321 peers)
+3.3%
assets growth YoY

The Van Winkle Law Firm Profit Sharing Plan's outsized position by total assets

The Van Winkle Law Firm Profit Sharing Plan vs every filed plan by assets

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

$19,640,802 Top 28% higher than 72% 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

The Van Winkle Law Firm Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Van Winkle Law Firm Profit Sharing Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Van Winkle Law Firm Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $629K in the plan year 2023 filing.
  • The Van Winkle Law Firm Profit Sharing Plan reported participants rose from 81 in the plan year 2022 filing to 85 in the plan year 2023 filing.
  • The Van Winkle Law Firm Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 561026015 · The Van Winkle Law Firm PY 2023 · 401(k)

The Van Winkle Law Firm Profit Sharing Plan · $20M · 85 · 72nd

  • EOY $20M
  • EOY 85
  • EOY 72nd
  • EOY 401(k)
  • EOY near The Guilford Savings Bank 401(k) Profit Sharing Plan
  • EOY ind #14644

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 North Carolina →

The Van Winkle Law Firm Profit Sharing Plan in the asset neighbourhood

The Van Winkle Law Firm Profit Sharing PlanThe Van Winkle Law Firm Prof…$20MThe Guilford Savings Bank 401(k) Profit Sharing PlanThe Guilford Savings Bank 40…$20MCts International, Inc. 401(k) Savings PlanCts International, Inc. 401(…$20MNational Board of Osteopathic Medical Examiners, Inc. 401(k) PlanNational Board of Osteopathi…$20MCampus Federal Credit Union 401(k) Profit Sharing Plan and TrustCampus Federal Credit Union …$20M
End-of-year total assets ($M) among The Van Winkle Law Firm Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Van Winkle Law Firm multi-year asset trail

Sponsor-wide plan assets over time

All The Van Winkle Law Firm plans reported in each filing year

Latest sponsor-wide plan assets
$23M 19.224871202580697% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19M $22.7M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 81 $19M
2023 1 85 $20M
2024 1 80 $23M

The Van Winkle Law Firm filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$629K
Employer EIN561026015
Plan Effective Date1976-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

The Van Winkle Law Firm Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants The Van Winkle Law Firm Profit Sharing Plan, Total assets ($B): 0.019640802 · Participants: 85The Van Winkle Law Firm Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
The Van Winkle Law Firm Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Van Winkle Law Firm Profit Sharing Plan side-by-side with 3 peers →

The Van Winkle Law Firm Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is The Guilford Savings Bank 401(k) Profit Sharing Plan in CT ($20M); by covered participants it is Jones Energy, LLC Profit Sharing Plan in OK (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 The Van Winkle Law Firm Profit Sharing Plan assets move in 2023? ▼
The Van Winkle Law Firm Profit Sharing Plan edged up modestly - up 3.3% during 2023, from $19M to $20M. Reported net income was $629K.
How have The Van Winkle Law Firm plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Van Winkle Law Firm's sponsor-wide assets grew 19.2%, from $19M to $23M.
Which 401(k) plans are similar in size to The Van Winkle Law Firm Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Guilford Savings Bank 401(k) Profit Sharing Plan in CT ($20M, 136 participants).
Which 401(k) plans cover a similar participant headcount to The Van Winkle Law Firm Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jones Energy, LLC Profit Sharing Plan in OK (85 participants, $7M 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 561026015.

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.