401(k) · DOL Form 5500 · 2024

Winterset Cpa Group 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
39th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Winterset Cpa Group Inc 401(k) Plan · Sponsored by Winterset Cpa Group · Ohio · Professional & Technical Services

$4M in assets, 3 participants

Winterset Cpa Group's Winterset Cpa Group Inc 401(k) Plan reported $4M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,218 in Professional & Technical Services (20,173 peers)

Winterset Cpa Group multi-year trail

Winterset Cpa Group's plans moved +43.5% in assets from 2022 to 2024; this filing shows Winterset Cpa Group Inc 401(k) Plan at $4M / 3 participants.

#7,218
in Professional & Technical Services (20,173 peers)
+19.3%
assets growth YoY

Winterset Cpa Group Inc 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Winterset Cpa Group Inc 401(k) Plan vs every filed plan by assets

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

$4,104,918 39th percentile higher than 39% 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

Winterset Cpa Group Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winterset Cpa Group Inc 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Winterset Cpa Group Inc 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Winterset Cpa Group Inc 401(k) Plan reported net income rose from $580K in the plan year 2023 filing to $665K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 311746337 · Winterset Cpa Group PY 2024 · 401(k)

Winterset Cpa Group Inc 401(k) Plan · $4M · 3 · 39th

  • PART $4M
  • PART 3
  • PART 39th
  • PART 401(k)
  • PART near One Touch Direct, LLC 401(k) Plan
  • PART ind #7218

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Winterset Cpa Group Inc 401(k) Plan in the asset neighbourhood

Century House, Inc. 401(k) PlanCentury House, Inc. 401(k) P…$4MSmartly 401(k) Plan$4MWinterset Cpa Group Inc 401(k) PlanWinterset Cpa Group Inc 401(…$4MOne Touch Direct, LLC 401(k) PlanOne Touch Direct, LLC 401(k)…$4MAndersen-Quinn Sales, Inc. 401(k) PlanAndersen-Quinn Sales, Inc. 4…$4M
End-of-year total assets ($M) among Winterset Cpa Group Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Winterset Cpa Group multi-year asset trail

Sponsor-wide plan assets over time

All Winterset Cpa Group plans reported in each filing year

Latest sponsor-wide plan assets
$4M 43.5400444510961% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.86M $4.1M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 3 $4M

Winterset Cpa Group filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$665K
Employer EIN311746337
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Winterset Cpa Group Inc 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Winterset Cpa Group Inc 401(k) Plan, Total assets ($B): 0.004104918 · Participants: 3Winterset Cpa Group Inc 401(k) PlanGE 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
Winterset Cpa Group Inc 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Winterset Cpa Group Inc 401(k) Plan side-by-side with 3 peers →

Winterset Cpa Group Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is One Touch Direct, LLC 401(k) Plan in FL ($4M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Winterset Cpa Group Inc 401(k) Plan assets move in 2024? ▼
Winterset Cpa Group Inc 401(k) Plan grew sharply - up 19.3% during 2024, from $3M to $4M. Reported net income was $665K.
How have Winterset Cpa Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winterset Cpa Group's sponsor-wide assets grew 43.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Winterset Cpa Group Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is One Touch Direct, LLC 401(k) Plan in FL ($4M, 555 participants).
Which 401(k) plans cover a similar participant headcount to Winterset Cpa Group Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 311746337.

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.