401(k) · DOL Form 5500 · 2024

Winmo, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
73
Participants Small participant base
52nd
Percentile by assets National rank
$117,390
Avg per participant Below avg balance/head
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Official DOL plan name: WINMO · Sponsored by Winmo, LLC · Georgia · Information & Media

$9M in assets, 73 participants

Winmo, LLC's WINMO reported $9M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,079 in Information & Media (2,822 peers)

Winmo, LLC multi-year trail

Winmo, LLC's plans moved +53.4% in assets from 2022 to 2024; this filing shows WINMO at $9M / 73 participants.

#1,079
in Information & Media (2,822 peers)
+16.7%
assets growth YoY

WINMO's mid-pack asset rank among Information & Media and all filers

WINMO vs every filed plan by assets

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

$8,569,472 Top 48% higher than 52% 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

WINMO among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. WINMO is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • WINMO reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • WINMO end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • WINMO reported participants rose from 63 in the plan year 2023 filing to 73 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 582539923 · Winmo, LLC PY 2024 · 401(k)

WINMO · $9M · 73 · 52nd

  • 5500 $9M
  • 5500 73
  • 5500 52nd
  • 5500 401(k)
  • 5500 near Torwest, Inc. 401(k) Plan
  • 5500 ind #1079

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 Information & Media retirement plans → · Plans in Georgia →

WINMO in the asset neighbourhood

WINMO$9MTorwest, Inc. 401(k) Plan$9MGreen Expert Technology, Inc. 401(k) PlanGreen Expert Technology, Inc…$9MImsar LLC 401(k) Profit Sharing Plan & TrustImsar LLC 401(k) Profit Shar…$9MWillow Innovations, Inc 401(k) PlanWillow Innovations, Inc 401(…$9M
End-of-year total assets ($M) among WINMO and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Winmo, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Winmo, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 53.413462941384026% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.59M $8.57M ▲ +53.3%
Year Plans Participants Total Assets
2022 1 66 $6M
2023 1 63 $7M
2024 1 73 $9M

Winmo, LLC filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN582539923
Plan Effective Date2001-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

WINMO vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants WINMO, Total assets ($B): 0.008569472 · Participants: 73WINMOThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
WINMO vs. nearby 401(k) plans in Georgia, assets vs. participants

WINMO's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Torwest, Inc. 401(k) Plan in FL ($9M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (73 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 WINMO assets move in 2024?
WINMO grew sharply - up 16.7% during 2024, from $7M to $9M. Reported net income was $1M.
How have Winmo, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Winmo, LLC's sponsor-wide assets grew 53.4%, from $6M to $9M.
Which 401(k) plans are similar in size to WINMO?
Among 401(k) plans in other states, the closest by assets is Torwest, Inc. 401(k) Plan in FL ($9M, 204 participants).
Which 401(k) plans cover a similar participant headcount to WINMO?
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants, $15M in assets).