401(k) · DOL Form 5500 · 2024

Winsert LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
176
Participants Small participant base
70th
Percentile by assets National rank
$110,602
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Winsert 401(k) Plan · Sponsored by Winsert LLC · Wisconsin · Manufacturing

$19M in assets, 176 participants

Winsert LLC's Winsert 401(k) Plan reported $19M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #10,507 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Winsert 401(k) Plan covers 176 participants in Wisconsin, about 31% of the average Wisconsin filer (state average ~563 per filing). Assets: $19M.

#10,507
in Manufacturing (17,777 peers)
+9.2%
assets growth YoY

Winsert 401(k) Plan's outsized position by total assets

Winsert 401(k) Plan vs every filed plan by assets

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

$19,465,954 Top 30% higher than 70% 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

Winsert 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. Winsert 401(k) Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Winsert 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Winsert 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Winsert 401(k) Plan reported participants rose from 174 in the plan year 2023 filing to 176 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391281143 · Winsert LLC PY 2024 · 401(k)

Winsert 401(k) Plan · $19M · 176 · 70th

  • BOOK $19M
  • BOOK 176
  • BOOK 70th
  • BOOK 401(k)
  • BOOK near Lbx Employees' Savings & Investment Plan
  • BOOK ind #10507

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 Manufacturing retirement plans → · Plans in Wisconsin →

Winsert 401(k) Plan in the asset neighbourhood

Winsert 401(k) Plan$19MLbx Employees' Savings & Investment PlanLbx Employees' Savings & Inv…$19MGreenfield Global USA Retirement PlanGreenfield Global USA Retire…$19MIh Group 401(k) Plan$19MNew Chapter, Inc. 401(k) Plan$19M
End-of-year total assets ($M) among Winsert 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN391281143
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winsert LLC)

Sponsor-wide plan assets over time

All Winsert LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 31.056471428463706% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.9M $19.5M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 178 $15M
2023 1 174 $18M
2024 1 176 $19M

Nearby 401(k) Plans in Wisconsin

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

Winsert 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Winsert 401(k) Plan, Total assets ($B): 0.019465954 · Participants: 176Winsert 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Winsert 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Winsert 401(k) Plan side-by-side with 3 peers →

Winsert 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Lbx Employees' Savings & Investment Plan in KY ($19M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Winsert 401(k) Plan assets move in 2024? ▼
Winsert 401(k) Plan grew at a solid clip - up 9.2% during 2024, from $18M to $19M. Reported net income was $2M.
How have Winsert LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winsert LLC's sponsor-wide assets grew 31.1%, from $15M to $19M.
Which 401(k) plans are similar in size to Winsert 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lbx Employees' Savings & Investment Plan in KY ($19M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Winsert 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Texas Refuse 401(k) Plan in TX (176 participants, N/A 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 391281143.

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.