401(k) · DOL Form 5500 · 2024

Winstar Insurance Group LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
24
Participants Small participant base
32nd
Percentile by assets National rank
$106,863
Avg per participant Below avg balance/head
PlainRetire home → About this data

Official DOL plan name: Winstar Insurance 401(k) Plan · Sponsored by Winstar Insurance Group LLC · Texas · Finance & Insurance

$3M in assets, 24 participants

Winstar Insurance Group LLC's Winstar Insurance 401(k) Plan reported $3M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,775 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Winstar Insurance 401(k) Plan holds $3M for 24 participants - about $106,863 per participant, in the lower half of filed plans by assets.

#1,775
in Finance & Insurance (8,549 peers)
+5.5%
assets growth YoY

Winstar Insurance 401(k) Plan among the smaller filed plans by assets

Winstar Insurance 401(k) Plan vs every filed plan by assets

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

$2,564,721 32nd percentile higher than 32% 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

Winstar Insurance 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winstar Insurance 401(k) Plan is a small filing (24 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 812899681 · Winstar Insurance Group LLC PY 2024 · 401(k)

Winstar Insurance 401(k) Plan · $3M · 24 · 32nd

  • BOOK $3M
  • BOOK 24
  • BOOK 32nd
  • BOOK 401(k)
  • BOOK near Jolly Roofing 401(k) Plan
  • BOOK ind #1775

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 Finance & Insurance retirement plans → · Plans in Texas →

Winstar Insurance 401(k) Plan in the asset neighbourhood

Winstar Insurance 401(k) Plan$3MJolly Roofing 401(k) Plan$3MXencare, Inc. Dba Fresno Guest Home 401(k) Profit Sharing PlanXencare, Inc. Dba Fresno Gue…$3MHighland Mortgage 401(k) Plan$3MCrest Builders, Inc. 401(k) Profit Sharing PlanCrest Builders, Inc. 401(k) …$3M
End-of-year total assets ($M) among Winstar Insurance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$133K
Employer EIN812899681
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Winstar Insurance 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Winstar Insurance 401(k) Plan, Total assets ($B): 0.002564721 · Participants: 24Winstar Insurance 401(k) 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
Winstar Insurance 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Winstar Insurance 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Jolly Roofing 401(k) Plan in TN ($3M); by covered participants it is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Winstar Insurance 401(k) Plan assets move in 2024? ▼
Winstar Insurance 401(k) Plan grew at a solid clip - up 5.5% during 2024, from $2M to $3M. Reported net income was $133K.
Which 401(k) plans are similar in size to Winstar Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jolly Roofing 401(k) Plan in TN ($3M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Winstar Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants, $907K 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 812899681.

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.