Profit Sharing · DOL Form 5500 · 2024

Terrell P Winkler,M.D.,P.a. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan · Sponsored by Terrell P Winkler,M.D.,P.a. · Florida · Healthcare & Social Assistance

$1M in assets, 1 participants

Terrell P Winkler,M.D.,P.a.'s Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,401 in Healthcare & Social Assistance (16,916 peers)

Terrell P Winkler,M.D.,P.a. multi-year trail

Terrell P Winkler,M.D.,P.a.'s plans moved +32.5% in assets from 2022 to 2024; this filing shows Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan at $1M / 1 participant.

#3,401
in Healthcare & Social Assistance (16,916 peers)
+14.2%
assets growth YoY

Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan among the smaller filed plans by assets

Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan vs every filed plan by assets

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

$1,120,127 24th percentile higher than 24% 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

Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps 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. Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan end-of-year assets rose from $980K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 650365594 · Terrell P Winkler,M.D.,P.a. PY 2024 · Profit Sharing

Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan · $1M · 1 · 24th

  • PART $1M
  • PART 1
  • PART 24th
  • PART Profit Sharing
  • PART near Holmberg Business Ventures, Inc. Profit Sharing Plan
  • PART ind #3401

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 Florida →

Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan in the asset neighbourhood

Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps PlanTerrell P.Winkler, M.D.,P.a.…$1MHolmberg Business Ventures, Inc. Profit Sharing PlanHolmberg Business Ventures, …$1MCopp Incorporated Retirement PlanCopp Incorporated Retirement…$1MKanter and Levenberg Cpapc Profit Sharing PlanKanter and Levenberg Cpapc P…$1MShane Dawson Tv, Inc. Profit Sharing PlanShane Dawson Tv, Inc. Profit…$1M
End-of-year total assets ($M) among Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Terrell P Winkler,M.D.,P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Terrell P Winkler,M.D.,P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 32.46409683919736% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.85M $1.12M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 1 $846K
2023 1 1 $980K
2024 1 1 $1M

Terrell P Winkler,M.D.,P.a. filing trail (2024)

Total Assets (Beginning of Year)$980K
Net Assets (End of Year)$1M
Net Income$140K
Employer EIN650365594
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan, Total assets ($B): 0.001120127 · Participants: 1Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan side-by-side with 3 peers →

Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Holmberg Business Ventures, Inc. Profit Sharing Plan in IL ($1M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan assets move in 2024? ▼
Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan grew at a solid clip - up 14.2% during 2024, from $980K to $1M. Reported net income was $140K.
How have Terrell P Winkler,M.D.,P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terrell P Winkler,M.D.,P.a.'s sponsor-wide assets grew 32.5%, from $846K to $1M.
Where does Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan rank by assets among Form 5500 filers? ▼
Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Holmberg Business Ventures, Inc. Profit Sharing Plan in IL ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 650365594.

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.