401(k) · DOL Form 5500 · 2024

Winstead PC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
156
Participants Small participant base
80th
Percentile by assets National rank
$225,581
Avg per participant Above avg balance/head
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Official DOL plan name: Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan · Sponsored by Winstead PC · Texas · Professional & Technical Services

$35M in assets, 156 participants

Winstead PC's Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan reported $35M in total assets and 156 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.

  • #16,146 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan covers 156 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $35M.

#16,146
in Professional & Technical Services (20,173 peers)
+7.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan's outsized position by total assets

Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan vs every filed plan by assets

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

$35,190,659 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

Winstead Non-Share Atty 401(k) Savings & 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. Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan end-of-year assets rose from $33M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 752404691 · Winstead PC PY 2024 · 401(k)

Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan · $35M · 156 · 80th

  • PHOTO $35M
  • PHOTO 156
  • PHOTO 80th
  • PHOTO 401(k)
  • PHOTO near Schwartz Farms, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #16146

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 Texas →

Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan in the asset neighbourhood

United 401(k) Profit Sharing PlanUnited 401(k) Profit Sharing…$35MWinstead Non-Share Atty 401(k) Savings & Profit Sharing PlanWinstead Non-Share Atty 401(…$35MSchwartz Farms, Inc. 401(k) Profit Sharing PlanSchwartz Farms, Inc. 401(k) …$35MOrthopaedic Specialty Institute Medical Group 401(k) Profit Sharing PlanOrthopaedic Specialty Instit…$35MGuideline 401(k) Plan$35M
End-of-year total assets ($M) among Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN752404691
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winstead PC)

Sponsor-wide plan assets over time

All Winstead PC plans reported in each filing year

Latest sponsor-wide plan assets
$321M 19.178724635250248% vs 2022
2024 filing year
$260M$280M$300M$320M$340M 202220232024 $270M $321M ▲ +19.2%
Year Plans Participants Total Assets
2022 2 599 $270M
2023 2 595 $304M
2024 2 606 $321M

Nearby 401(k) Plans in Texas

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

Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan, Total assets ($B): 0.035190659 · Participants: 156Winstead Non-Share Atty 401(k) Savings & Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan side-by-side with 3 peers →

Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Schwartz Farms, Inc. 401(k) Profit Sharing Plan in MN ($35M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan assets move in 2024? ▼
Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan grew at a solid clip - up 7.5% during 2024, from $33M to $35M. Reported net income was $4M.
How have Winstead PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winstead PC's sponsor-wide assets grew 19.2%, from $270M to $321M.
Where does Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Winstead Non-Share Atty 401(k) Savings & Profit Sharing 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 Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schwartz Farms, Inc. 401(k) Profit Sharing Plan in MN ($35M, 463 participants).
Which 401(k) plans cover a similar participant headcount to Winstead Non-Share Atty 401(k) Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 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 752404691.

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.