401(k) · DOL Form 5500 · 2024

Frank Winne & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
37
Participants Small participant base
51st
Percentile by assets National rank
$211,799
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan · Sponsored by Frank Winne & Son, Inc. · New Jersey · Wholesale Trade

$8M in assets, 37 participants

Frank Winne & Son, Inc.'s Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan reported $8M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,470 in Wholesale Trade (6,080 peers)

Frank Winne & Son, Inc. multi-year trail

Frank Winne & Son, Inc.'s plans moved +34.4% in assets from 2022 to 2024; this filing shows Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan at $8M / 37 participants.

#2,470
in Wholesale Trade (6,080 peers)
+14.0%
assets growth YoY

Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,836,580 Top 49% higher than 51% of 123,620 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 2024

Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $961K in the plan year 2024 filing.
  • Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan reported participants rose from 36 in the plan year 2023 filing to 37 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 262982621 · Frank Winne & Son, Inc. PY 2024 · 401(k)

Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan · $8M · 37 · 51st

  • ASSETS $8M
  • ASSETS 37
  • ASSETS 51st
  • ASSETS 401(k)
  • ASSETS near Alcoa Group 401(k) Plan.
  • ASSETS ind #2470

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 New Jersey →

Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan in the asset neighbourhood

Frank Winne & Son Inc. 401(k) Savings and Profit Sharing PlanFrank Winne & Son Inc. 401(k…$8MAlcoa Group 401(k) Plan.$8MSoutheastern Kentucky Rehabilitation Industries, Inc. 401(k) PlanSoutheastern Kentucky Rehabi…$8MRaise Marketplace, LLC 401 (K) PlanRaise Marketplace, LLC 401 (…$8MCassatt Rrg Holding Company 401(k) Profit Sharing PlanCassatt Rrg Holding Company …$8M
End-of-year total assets ($M) among Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Frank Winne & Son, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Frank Winne & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 34.365610984793086% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.83M $7.84M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 37 $6M
2023 1 36 $7M
2024 1 37 $8M

Frank Winne & Son, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$961K
Employer EIN262982621
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan, Total assets ($B): 0.00783658 · Participants: 37Frank Winne & Son Inc. 401(k) Savings and Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan side-by-side with 3 peers →

Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Alcoa Group 401(k) Plan. in CA ($8M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan assets move in 2024? ▼
Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan grew at a solid clip - up 14.0% during 2024, from $7M to $8M. Reported net income was $961K.
How have Frank Winne & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Frank Winne & Son, Inc.'s sponsor-wide assets grew 34.4%, from $6M to $8M.
Which 401(k) plans are similar in size to Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alcoa Group 401(k) Plan. in CA ($8M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Frank Winne & Son Inc. 401(k) Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carnahan Evans PC Profit Sharing Plan in MO (37 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 262982621.

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.