Profit Sharing · DOL Form 5500 · 2024

David Winston Inc Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$606,448
Avg per participant High balance/head
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Official DOL plan name: David Winston Inc Profit Sharing Plan · Sponsored by David Winston Inc · Pennsylvania · Professional & Technical Services

$1M in assets, 2 participants

David Winston Inc's David Winston Inc Profit Sharing 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.

  • #4,013 in Professional & Technical Services (20,173 peers)

David Winston Inc multi-year trail

David Winston Inc's plans moved +33.8% in assets from 2022 to 2024; this filing shows David Winston Inc Profit Sharing Plan at $1M / 2 participants.

#4,013
in Professional & Technical Services (20,173 peers)
+14.2%
assets growth YoY

David Winston Inc Profit Sharing Plan among the smaller filed plans by assets

David Winston Inc Profit Sharing Plan vs every filed plan by assets

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

$1,212,895 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

David Winston Inc Profit Sharing 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. David Winston Inc Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David Winston Inc Profit Sharing Plan end-of-year assets 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 223586460 · David Winston Inc PY 2024 · Profit Sharing

David Winston Inc Profit Sharing Plan · $1M · 2 · 25th

  • BOY $1M
  • SCH 2
  • EBSA 25th
  • PART Profit Sharing
  • TYPE near Snk Ventures, Inc. Retirement Plan
  • NET ind #4013

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 Pennsylvania →

David Winston Inc Profit Sharing Plan in the asset neighbourhood

David Winston Inc Profit Sharing PlanDavid Winston Inc Profit Sha…$1MSnk Ventures, Inc. Retirement PlanSnk Ventures, Inc. Retiremen…$1MAdams Liquor Corporation Profit Sharing PlanAdams Liquor Corporation Pro…$1MPoseidon Consultants Inc. Profit Sharing PlanPoseidon Consultants Inc. Pr…$1MNorline Healthcare Inc. Retirement PlanNorline Healthcare Inc. Reti…$1M
End-of-year total assets ($M) among David Winston Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

David Winston Inc multi-year asset trail

Sponsor-wide plan assets over time

All David Winston Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 33.828419981772164% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.91M $1.21M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 2 $906K
2023 1 2 $1M
2024 1 2 $1M

David Winston Inc filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$151K
Employer EIN223586460
Plan Effective Date2002-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

David Winston Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants David Winston Inc Profit Sharing Plan, Total assets ($B): 0.001212895 · Participants: 2David Winston Inc Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
David Winston Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare David Winston Inc Profit Sharing Plan side-by-side with 3 peers →

David Winston Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Snk Ventures, Inc. Retirement Plan in MO ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (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 David Winston Inc Profit Sharing Plan assets move in 2024? ▼
David Winston Inc Profit Sharing Plan grew at a solid clip - up 14.2% during 2024, from $1M to $1M. Reported net income was $151K.
How have David Winston Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Winston Inc's sponsor-wide assets grew 33.8%, from $906K to $1M.
Where does David Winston Inc Profit Sharing Plan rank by assets among Form 5500 filers? ▼
David Winston Inc Profit Sharing 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 Profit Sharing plans are similar in size to David Winston Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Snk Ventures, Inc. Retirement Plan in MO ($1M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to David Winston Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 223586460.

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.