401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$5M
Total assets
9
Participants
40th
Percentile by assets
$501,500
Avg per participant
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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.

  • 40th percentile by assets (of 123,622 plans)
  • #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.

$5M
total plan assets (2024 EOY)
9
covered participants
40th
percentile by assets (of 123,622 plans)
$501,500
avg assets per participant

Where Wincrest Ventures 401(k) and Profit Sharing Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Texas
Industry
Professional & Technical Services

Wincrest Ventures, L.P. across 2 plan years on file

Across the 2 plan years Wincrest Ventures, L.P. has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $5M, a gain of 72.4%, while reported participants moved from 32 to 9 (-71.9%).

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

$2M$3M$4M$5M 20222024 $2.62M $4.51M ▲ +72.1%
Total plan assets by year, all Wincrest Ventures, L.P. plans on file
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 ($B) Participants Wincrest Ventures 40…, Total assets ($B): 0.004513497 · Participants: 9Wincrest Ventures 40…AT&T Retirement Savi…, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings P…Chevron Employee Sav…, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Sav…Caterpillar 401(k) S…, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) S…Southwest Airlines C…, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines C…
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 Shar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wincrest Ventures 401(k) and Profit Sharing Plan by total assets, not by location.

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).

Next read for Wincrest Ventures 401(k) and Profit Shar…

Multi-year trail

Ways to act on Wincrest Ventures 401(k) and Profit Sharing Plan's numbers.

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.