401(k) · DOL Form 5500 · 2024

Wincrest Ventures, L.P. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
9
Participants Small participant base
40th
Percentile by assets National rank
$501,500
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wincrest Ventures 401(k) and Profit Sharing Plan · Sponsored by Wincrest Ventures, L.P. · Texas · Professional & Technical Services

$5M in assets, 9 participants

Wincrest Ventures, L.P.'s Wincrest Ventures 401(k) and Profit Sharing Plan reported $5M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,577 in Professional & Technical Services (20,173 peers)

Wincrest Ventures, L.P. multi-year trail

Wincrest Ventures, L.P.'s plans moved +72.4% in assets from 2022 to 2024; this filing shows Wincrest Ventures 401(k) and Profit Sharing Plan at $5M / 9 participants.

#7,577
in Professional & Technical Services (20,173 peers)
+31.6%
assets growth YoY

Wincrest Ventures 401(k) and Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wincrest Ventures 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$4,513,497 40th percentile higher than 40% 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

Wincrest Ventures 401(k) and Profit Sharing 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. Wincrest Ventures 401(k) and Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Wincrest Ventures 401(k) and Profit Sharing Plan reported net income rose from -$907K in the plan year 2022 filing to $1M in the plan year 2024 filing.
  • Wincrest Ventures 401(k) and Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2024 filing.
  • Wincrest Ventures 401(k) and Profit Sharing Plan reported participants fell from 32 in the plan year 2022 filing to 9 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Form 5500 schedule snapshot

Filing strip 760552564 · Wincrest Ventures, L.P. PY 2024 · 401(k)

Wincrest Ventures 401(k) and Profit Sharing Plan · $5M · 9 · 40th

  • BOOK $5M
  • BOOK 9
  • BOOK 40th
  • BOOK 401(k)
  • BOOK near Wilshire Law Firm 401(k) Plan
  • BOOK ind #7577

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 →

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

Wincrest Ventures 401(k) and Profit Sharing PlanWincrest Ventures 401(k) and…$5MWilshire Law Firm 401(k) Plan$5MFlagler Dental Associates 401(k) PlanFlagler Dental Associates 40…$5MHolland Special Delivery 401(k) PlanHolland Special Delivery 401…$5MArc 401(k) Plan$5M
End-of-year total assets ($M) among Wincrest Ventures 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wincrest Ventures, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Wincrest Ventures, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 72.43745771201111% vs 2022
2024 filing year
$2M$3M$4M$5M 20222024 $2.62M $4.51M ▲ +72.1%
Year Plans Participants Total Assets
2022 1 32 $3M
2024 1 9 $5M

Wincrest Ventures, L.P. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN760552564
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Wincrest Ventures 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Wincrest Ventures 401(k) and Profit Sharing Plan, Total assets ($B): 0.004513497 · Participants: 9Wincrest Ventures 401(k) 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
Wincrest Ventures 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Wincrest Ventures 401(k) and Profit Sharing Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Wilshire Law Firm 401(k) Plan in CA ($5M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Wincrest Ventures 401(k) and Profit Sharing Plan assets move in 2024? ▼
Wincrest Ventures 401(k) and Profit Sharing Plan surged - up 31.6% during 2024, from $3M to $5M. Reported net income was $1M.
How have Wincrest Ventures, L.P. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Wincrest Ventures, L.P.'s sponsor-wide assets grew 72.4%, from $3M to $5M.
Which 401(k) plans are similar in size to Wincrest Ventures 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wilshire Law Firm 401(k) Plan in CA ($5M, 464 participants).
Which 401(k) plans cover a similar participant headcount to Wincrest Ventures 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 760552564.

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.