401(k) · DOL Form 5500 · 2024
Winshape Foundation, Inc. 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 377
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $98,263
- Avg per participant Below avg balance/head
Official DOL plan name: Winshape Foundation, Inc. 401(k) Plan · Sponsored by Winshape Foundation, Inc. · Georgia · Other Services
$37M in assets, 377 participants
Winshape Foundation, Inc.'s Winshape Foundation, Inc. 401(k) Plan reported $37M in total assets and 377 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #6,986 in Other Services (7,719 peers)
Coverage in Georgia
Winshape Foundation, Inc. 401(k) Plan covers 377 participants in Georgia, about 34% of the average Georgia filer (state average ~1,096 per filing). Assets: $37M.
- #6,986
- in Other Services (7,719 peers)
- +17.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Winshape Foundation, Inc. 401(k) Plan's outsized position by total assets
Winshape Foundation, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,045,185 Top 20% higher than 80% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Winshape Foundation, Inc. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winshape Foundation, Inc. 401(k) Plan sits mid-pack in the medium band (377 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Winshape Foundation, Inc. 401(k) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Winshape Foundation, Inc. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Winshape Foundation, Inc. 401(k) Plan reported participants rose from 356 in the plan year 2023 filing to 377 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 581595471 · Winshape Foundation, Inc. PY 2024 · 401(k)
Winshape Foundation, Inc. 401(k) Plan · $37M · 377 · 80th
- EOY $37M
- EOY 377
- EOY 80th
- EOY 401(k)
- EOY near Meritrust Credit Union 401(k) Plan
- EOY ind #6986
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 Other Services retirement plans → · Plans in Georgia →
Winshape Foundation, Inc. 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $5M |
| Employer EIN | 581595471 |
| Plan Effective Date | 1989-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Winshape Foundation, Inc.)
Sponsor-wide plan assets over time
All Winshape Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 44.1072937143276% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 369 | $26M |
| 2023 | 1 | 356 | $32M |
| 2024 | 1 | 377 | $37M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Winshape Foundation, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Meritrust Credit Union 401(k) Plan in KS ($37M); by covered participants it is Steven Douglas Associates LLC 401(k) Profit Sharing Plan in FL (377 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Meritrust Credit Union 401(k) Plan (KS) $37M · 344
- Clarion Events, Inc. 401(k) Plan (OK) $37M · 267
- Kirchhoff Automotive USA Inc. 401(k) Plan (TN) $37M · 1,102
- Brady Companies, LLC 401(k) Plan (NV) $37M · 1,223
Similar participant headcount
Nearest other-state filings by covered participants (377 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.