401(k) · DOL Form 5500 · 2024

Winterwood, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
447
Participants Below avg headcount
57th
Percentile by assets National rank
$23,273
Avg per participant Low balance/head
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Official DOL plan name: Winterwood, Inc. 401(k) Profit Sharing Plan · Sponsored by Winterwood, Inc. · Kentucky · Healthcare & Social Assistance

$10M in assets, 447 participants

Winterwood, Inc.'s Winterwood, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 447 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #10,490 in Healthcare & Social Assistance (16,916 peers)

Winterwood, Inc. multi-year trail

Winterwood, Inc.'s plans moved +45.5% in assets from 2022 to 2024; this filing shows Winterwood, Inc. 401(k) Profit Sharing Plan at $10M / 447 participants.

#10,490
in Healthcare & Social Assistance (16,916 peers)
+18.9%
assets growth YoY

Winterwood, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Winterwood, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,403,030 Top 43% higher than 57% 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

Winterwood, Inc. 401(k) Profit Sharing 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. Winterwood, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (447 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Winterwood, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Winterwood, Inc. 401(k) Profit Sharing Plan reported participants rose from 425 in the plan year 2023 filing to 447 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 610962620 · Winterwood, Inc. PY 2024 · 401(k)

Winterwood, Inc. 401(k) Profit Sharing Plan · $10M · 447 · 57th

  • EOY $10M
  • 5500 447
  • ASSETS 57th
  • PCT 401(k)
  • EIN near Seaport Entertainment Group 401(k) Plan
  • RANK ind #10490

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 Kentucky →

Winterwood, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Winterwood, Inc. 401(k) Profit Sharing PlanWinterwood, Inc. 401(k) Prof…$10MSeaport Entertainment Group 401(k) PlanSeaport Entertainment Group …$10MNational Renal Care 401(k) PlanNational Renal Care 401(k) P…$10MHamister Group, LLC 401(k) Co-Workers Retirement PlanHamister Group, LLC 401(k) C…$10MThe Caprock Group 401(k) Plan$10M
End-of-year total assets ($M) among Winterwood, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Winterwood, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Winterwood, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 45.53250221172952% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.15M $10.4M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 315 $7M
2023 1 425 $9M
2024 1 447 $10M

Winterwood, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN610962620
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Winterwood, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Winterwood, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.01040303 · Participants: 447Winterwood, Inc. 401(k) Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Winterwood, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Winterwood, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Winterwood, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Seaport Entertainment Group 401(k) Plan in NY ($10M); by covered participants it is Natural Delights 401(k) Plan in AZ (447 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (447 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 Winterwood, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Winterwood, Inc. 401(k) Profit Sharing Plan grew sharply - up 18.9% during 2024, from $9M to $10M. Reported net income was $2M.
How have Winterwood, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winterwood, Inc.'s sponsor-wide assets grew 45.5%, from $7M to $10M.
Which 401(k) plans are similar in size to Winterwood, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seaport Entertainment Group 401(k) Plan in NY ($10M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Winterwood, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Natural Delights 401(k) Plan in AZ (447 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 610962620.

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.