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
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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

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

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.

See the national 2023→2024 release diff →

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

Winshape Foundation, Inc. 401(k) PlanWinshape Foundation, Inc. 40…$37MMeritrust Credit Union 401(k) PlanMeritrust Credit Union 401(k…$37MBrady Companies, LLC 401(k) PlanBrady Companies, LLC 401(k) …$37MClarion Events, Inc. 401(k) PlanClarion Events, Inc. 401(k) …$37MKirchhoff Automotive USA Inc. 401(k) PlanKirchhoff Automotive USA Inc…$37M
End-of-year total assets ($M) among Winshape Foundation, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$37M
Net Income$5M
Employer EIN581595471
Plan Effective Date1989-02-01
Filing StatusFILING 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
$20M$25M$30M$35M$40M 202220232024 $25.7M $37.1M ▲ +44.1%
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.

Winshape Foundation, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Winshape Foundation, Inc. 401(k) Plan, Total assets ($B): 0.037045185 · Participants: 377Winshape Foundation, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Winshape Foundation, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

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).

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.

Frequently Asked Questions

How did Winshape Foundation, Inc. 401(k) Plan assets move in 2024?
Winshape Foundation, Inc. 401(k) Plan grew sharply - up 17.4% during 2024, from $32M to $37M. Reported net income was $5M.
How have Winshape Foundation, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Winshape Foundation, Inc.'s sponsor-wide assets grew 44.1%, from $26M to $37M.
Where does Winshape Foundation, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Winshape Foundation, Inc. 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Winshape Foundation, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Meritrust Credit Union 401(k) Plan in KS ($37M, 344 participants).
Which 401(k) plans cover a similar participant headcount to Winshape Foundation, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Steven Douglas Associates LLC 401(k) Profit Sharing Plan in FL (377 participants, $23M in assets).