401(k) · DOL Form 5500 · 2024
Winstead PC 401(k) Plan
Data updated 2026-08-06
- $286M
- Total assets
- 450
- Participants
- 96th
- Percentile by assets
- $636,179
- Avg per participant
Official DOL plan name: Winstead 401(k) Savings and Profit Sharing Plan · Sponsored by Winstead PC · Texas · Professional & Technical Services
$286M in assets, 450 participants
Winstead PC's Winstead 401(k) Savings and Profit Sharing Plan reported $286M in total assets and 450 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 116,472 plans)
- #18,910 in Professional & Technical Services (19,542 peers)
Where Winstead 401(k) Savings and Profit Sharing Plan sits by assets
Winstead 401(k) Savings and Profit Sharing Plan sits in the top 5% of all filed plans by assets, $286M for 450 participants (~$636,179/participant), up 5.7% in 2024.
- $286M
- total plan assets (2024 EOY)
- 450
- covered participants
- 96th
- percentile by assets (of 116,472 plans)
- $636,179
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Winstead 401(k) Savings and Profit Sharing Plan reported net income fell from $31M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Winstead 401(k) Savings and Profit Sharing Plan end-of-year assets rose from $271M in the plan year 2023 filing to $286M in the plan year 2024 filing.
- Winstead 401(k) Savings and Profit Sharing Plan reported participants rose from 440 in the plan year 2023 filing to 450 in the plan year 2024 filing.
Winstead 401(k) Savings and Profit Sharing Plan vs the 2024 asset distribution
By assets, Winstead 401(k) Savings and Profit Sharing Plan outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.9x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $271M |
|---|---|
| Net Assets (End of Year) | $286M |
| Net Income | $14M |
| Employer EIN | 752404691 |
| Plan Effective Date | 1978-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Winstead PC)
| 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 401(k) Savings and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Winstead 401(k) Savings and Profit Sharing Plan by total assets, not by location.
- Patient First 401(k) Plan (VA) $286M · 3,834
- Growmark 401(k) Plan (IL) $286M · 2,180
- Skidmore, Owings & Merrill LLP 401(k) Savings Plan (IL) $286M · 912
- Adventist Health 401(k) Plan (CA) $287M · 2,601
Frequently Asked Questions
How did Winstead 401(k) Savings and Profit Sharing Plan assets move in 2024? ▼
How have Winstead PC plan assets changed over time? ▼
Where does Winstead 401(k) Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Winstead 401(k) Savings and Profit Sharing Plan? ▼
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Scale reading
Ways to act on Winstead 401(k) Savings and Profit Sharing Plan's numbers.
- By total assets, Winstead 401(k) Savings and Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Winstead PC's sponsor-wide assets have grown 19.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans