401(k) · DOL Form 5500 · 2024

Winking Lizard Tavern, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
550
Participants Below avg headcount
54th
Percentile by assets National rank
$16,688
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Winking Lizard Tavern, Inc. · Ohio · Food Services & Accommodation

$9M in assets, 550 participants

Winking Lizard Tavern, Inc.'s Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 550 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,070 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust ranks #3,070 of 3,672 2024 filers by assets (213% of the sector average)-$9M for 550 participants.

#3,070
in Food Services & Accommodation (3,672 peers)
+15.1%
assets growth YoY

Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Food Services & Accommodation and all filers

Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$9,178,660 Top 46% higher than 54% 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

Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust 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. Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (550 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 589 in the plan year 2023 filing to 550 in the plan year 2024 filing.
  • Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 341675347 · Winking Lizard Tavern, Inc. PY 2024 · 401(k)

Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust · $9M · 550 · 54th

  • 5500 $9M
  • 5500 550
  • 5500 54th
  • 5500 401(k)
  • 5500 near Legere Group, Ltd. 401(k) Profit Sharing Plan
  • 5500 ind #3070

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 Food Services & Accommodation retirement plans → · Plans in Ohio →

Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & TrustWinking Lizard Tavern, Inc. …$9MLegere Group, Ltd. 401(k) Profit Sharing PlanLegere Group, Ltd. 401(k) Pr…$9MTristar Glass, Inc. 401(k) PlanTristar Glass, Inc. 401(k) P…$9MNiche Chem Industries, Inc. 401(k) PlanNiche Chem Industries, Inc. …$9MBadia Spices, LLC 401(k) Plan$9M
End-of-year total assets ($M) among Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN341675347
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winking Lizard Tavern, Inc.)

Sponsor-wide plan assets over time

All Winking Lizard Tavern, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 36.952204461593325% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.7M $9.18M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 604 $7M
2023 1 589 $8M
2024 1 550 $9M

Nearby 401(k) Plans in Ohio

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

Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00917866 · Participants: 550Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Legere Group, Ltd. 401(k) Profit Sharing Plan in CT ($9M); by covered participants it is Chartway Federal Credit Union 401(k) Retirement Savings Plan in VA (550 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (550 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 Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 15.1% during 2024, from $8M to $9M. Reported net income was $1M.
How have Winking Lizard Tavern, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winking Lizard Tavern, Inc.'s sponsor-wide assets grew 37.0%, from $7M to $9M.
Which 401(k) plans are similar in size to Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Legere Group, Ltd. 401(k) Profit Sharing Plan in CT ($9M, 55 participants).
Which 401(k) plans cover a similar participant headcount to Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Chartway Federal Credit Union 401(k) Retirement Savings Plan in VA (550 participants, $45M 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 341675347.

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.