401(k) · DOL Form 5500 · 2023
Winton Ireland Insurance Agency Inc. 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 95
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $262,298
- Avg per participant Above avg balance/head
Official DOL plan name: Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Winton Ireland Insurance Agency Inc. · California · Finance & Insurance
$25M in assets, 95 participants
Winton Ireland Insurance Agency Inc.'s Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust reported $25M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #5,691 in Finance & Insurance (8,869 peers)
Where Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust sits by assets
Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $25M for 95 participants (~$262,298/participant), up 17.2% in 2023.
- #5,691
- in Finance & Insurance (8,869 peers)
- +17.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,918,294 Top 24% higher than 76% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust is a small filing (95 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 98 in the plan year 2022 filing to 95 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 942667917 · Winton Ireland Insurance Agency Inc. PY 2023 · 401(k)
Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust · $25M · 95 · 76th
- PART $25M
- PART 95
- PART 76th
- PART 401(k)
- PART near French & Parrello Associates, P.a. 401(k) Savings Plan
- PART ind #5691
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 Finance & Insurance retirement plans → · Plans in California →
Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 942667917 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Winton Ireland Insurance Agency Inc.)
Sponsor-wide plan assets over time
All Winton Ireland Insurance Agency Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 19.911491668989452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $21M |
| 2023 | 1 | 95 | $25M |
| 2024 | 1 | 100 | $25M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is French & Parrello Associates, P.a. 401(k) Savings Plan in NJ ($25M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- French & Parrello Associates, P.a. 401(k) Savings Plan (NJ) $25M · 161
- Doppelmayr USA, Inc. 401(k) Retirement Savings (UT) $25M · 218
- Consumers Supply Dist 401(k) (SD) $25M · 220
- Advantis Credit Union 401(k) Plan (OR) $25M · 260
Similar participant headcount
Nearest other-state filings by covered participants (95 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.