401(k) · DOL Form 5500 · 2024

Winebrenner Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$598,855
Avg per participant High balance/head
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Official DOL plan name: Winebrenner Enterprises, Inc. 401(k) Plan · Sponsored by Winebrenner Enterprises, Inc. · Indiana · Real Estate

$1M in assets, 2 participants

Winebrenner Enterprises, Inc.'s Winebrenner Enterprises, Inc. 401(k) Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,927 in Real Estate (4,605 peers)

2024 asset change

Winebrenner Enterprises, Inc. 401(k) Plan surged 22932.9% in 2024 ($5K → $1M) for 2 participants.

#1,927
in Real Estate (4,605 peers)
+22932.9%
assets growth YoY

Winebrenner Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets

Winebrenner Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$1,197,710 25th percentile higher than 25% 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

Winebrenner Enterprises, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winebrenner Enterprises, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Winebrenner Enterprises, Inc. 401(k) Plan end-of-year assets rose from $5K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Winebrenner Enterprises, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 820785912 · Winebrenner Enterprises, Inc. PY 2024 · 401(k)

Winebrenner Enterprises, Inc. 401(k) Plan · $1M · 2 · 25th

  • SCH $1M
  • SCH 2
  • SCH 25th
  • SCH 401(k)
  • SCH near Jessup & Associates, Inc. Safe Harbor 401(k) Plan
  • SCH ind #1927

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 Real Estate retirement plans → · Plans in Indiana →

Winebrenner Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Winebrenner Enterprises, Inc. 401(k) PlanWinebrenner Enterprises, Inc…$1MJessup & Associates, Inc. Safe Harbor 401(k) PlanJessup & Associates, Inc. Sa…$1MClassen Family Dentistry, PC 401(k)Classen Family Dentistry, PC…$1MZip Aviation 401(k) Profit Sharing Plan & TrustZip Aviation 401(k) Profit S…$1MAdcraft Printwear Co., Inc. Employees' 401(k) PlanAdcraft Printwear Co., Inc. …$1M
End-of-year total assets ($M) among Winebrenner Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Winebrenner Enterprises, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Winebrenner Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 8.852644360104117% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.1M $1.2M ▲ +9.1%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $5K
2024 1 2 $1M

2024 asset-move particulars

Total Assets (Beginning of Year)$5K
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN820785912
Plan Effective Date2017-03-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Winebrenner Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Winebrenner Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.00119771 · Participants: 2Winebrenner Enterprises, Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Winebrenner Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Winebrenner Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Winebrenner Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Jessup & Associates, Inc. Safe Harbor 401(k) Plan in TN ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Winebrenner Enterprises, Inc. 401(k) Plan assets move in 2024? ▼
Winebrenner Enterprises, Inc. 401(k) Plan surged - up 22932.9% during 2024, from $5K to $1M. Reported net income was $1M.
How have Winebrenner Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winebrenner Enterprises, Inc.'s sponsor-wide assets grew 8.9%, from $1M to $1M.
Where does Winebrenner Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Winebrenner Enterprises, Inc. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Winebrenner Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jessup & Associates, Inc. Safe Harbor 401(k) Plan in TN ($1M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Winebrenner Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 820785912.

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.