401(k) · DOL Form 5500 · 2024

Winstead PC 401(k) Plan

Data updated 2026-08-25

$286M
Total assets Near avg plan size
450
Participants Below avg headcount
96th
Percentile by assets National rank
$636,179
Avg per participant High balance/head
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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.

  • #19,503 in Professional & Technical Services (20,173 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.

#19,503
in Professional & Technical Services (20,173 peers)
+5.7%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Winstead 401(k) Savings and Profit Sharing Plan's outsized position by total assets

Winstead 401(k) Savings and Profit Sharing Plan vs every filed plan by assets

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

$286,280,325 Top 4% higher than 96% 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 401(k) Savings and 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 401(k) Savings and Profit Sharing Plan sits mid-pack in the medium band (450 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

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

Winstead 401(k) Savings and Profit Sharing Plan · $286M · 450 · 96th

  • 5500 $286M
  • 5500 450
  • 5500 96th
  • 5500 401(k)
  • 5500 near Patient First 401(k) Plan
  • 5500 ind #19503

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 401(k) Savings and Profit Sharing Plan in the asset neighbourhood

Adventist Health 401(k) Plan$287MGrowmark 401(k) Plan$286MPatient First 401(k) Plan$286MWinstead 401(k) Savings and Profit Sharing PlanWinstead 401(k) Savings and …$286MSkidmore, Owings & Merrill LLP 401(k) Savings PlanSkidmore, Owings & Merrill L…$286M
End-of-year total assets ($M) among Winstead 401(k) Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$271M
Net Assets (End of Year)$286M
Net Income$14M
Employer EIN752404691
Plan Effective Date1978-05-01
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 401(k) Savings and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Winstead 401(k) Savings and Profit Sharing Plan, Total assets ($B): 0.286280325 · Participants: 450Winstead 401(k) Savings and 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 401(k) Savings and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Winstead 401(k) Savings and Profit Sharing Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Patient First 401(k) Plan in VA ($286M); by covered participants it is Kneaders 401(k) Retirement Plan in UT (450 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($286M here).

Similar participant headcount

Nearest other-state filings by covered participants (450 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 401(k) Savings and Profit Sharing Plan assets move in 2024? ▼
Winstead 401(k) Savings and Profit Sharing Plan grew at a solid clip - up 5.7% during 2024, from $271M to $286M. Reported net income was $14M.
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 401(k) Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Winstead 401(k) Savings and Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Winstead 401(k) Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Patient First 401(k) Plan in VA ($286M, 3,834 participants).
Which 401(k) plans cover a similar participant headcount to Winstead 401(k) Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kneaders 401(k) Retirement Plan in UT (450 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.