401(k) · DOL Form 5500 · 2024

Winkler, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
390
Participants Below avg headcount
68th
Percentile by assets National rank
$46,259
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Winkler, Inc. Employees' Profit Sharing Plan · Sponsored by Winkler, Inc. · Indiana · Wholesale Trade

$18M in assets, 390 participants

Winkler, Inc.'s Winkler, Inc. Employees' Profit Sharing Plan reported $18M in total assets and 390 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,840 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Winkler, Inc. Employees' Profit Sharing Plan holds $18M for 390 participants - about $46,259 per participant, above the median plan by assets.

#3,840
in Wholesale Trade (6,080 peers)
+1.3%
assets growth YoY

Winkler, Inc. Employees' Profit Sharing Plan's outsized position by total assets

Winkler, Inc. Employees' Profit Sharing Plan vs every filed plan by assets

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

$18,040,943 Top 32% higher than 68% 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

Winkler, Inc. Employees' 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. Winkler, Inc. Employees' Profit Sharing Plan sits mid-pack in the medium band (390 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Winkler, Inc. Employees' Profit Sharing Plan reported net income fell from $958K in the plan year 2023 filing to $226K in the plan year 2024 filing.
  • Winkler, Inc. Employees' Profit Sharing Plan reported participants fell from 435 in the plan year 2023 filing to 390 in the plan year 2024 filing.
  • Winkler, Inc. Employees' Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 351763301 · Winkler, Inc. PY 2024 · 401(k)

Winkler, Inc. Employees' Profit Sharing Plan · $18M · 390 · 68th

  • ASSETS $18M
  • ASSETS 390
  • ASSETS 68th
  • ASSETS 401(k)
  • ASSETS near Raw Thrills Play Mechanix 401(k) Plan
  • ASSETS ind #3840

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 Wholesale Trade retirement plans → · Plans in Indiana →

Winkler, Inc. Employees' Profit Sharing Plan in the asset neighbourhood

Winkler, Inc. Employees' Profit Sharing PlanWinkler, Inc. Employees' Pro…$18MRaw Thrills Play Mechanix 401(k) PlanRaw Thrills Play Mechanix 40…$18M4leaf, Inc. 401(k) Profit Sharing Plan4leaf, Inc. 401(k) Profit Sh…$18MFirst Nat'l Bancshares of Weatherford, Inc. ESOP with 401(k) ProvisionsFirst Nat'l Bancshares of We…$18MEdnetics 401(k) Plan$18M
End-of-year total assets ($M) among Winkler, Inc. Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income$226K
Employer EIN351763301
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winkler, Inc.)

Sponsor-wide plan assets over time

All Winkler, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 7.028402571869613% vs 2022
2024 filing year
$16.5M$17M$17.5M$18M$18.5M 202220232024 $16.9M $18M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 382 $17M
2023 1 435 $18M
2024 1 390 $18M

Nearby 401(k) Plans in Indiana

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

Winkler, Inc. Employees' Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Winkler, Inc. Employees' Profit Sharing Plan, Total assets ($B): 0.018040943 · Participants: 390Winkler, Inc. Employees' Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Winkler, Inc. Employees' Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Winkler, Inc. Employees' Profit Sharing Plan side-by-side with 3 peers →

Winkler, Inc. Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Raw Thrills Play Mechanix 401(k) Plan in IL ($18M); by covered participants it is Foreflight LLC 401(k) Profit Sharing Plan and Trust in TX (390 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (390 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 Winkler, Inc. Employees' Profit Sharing Plan assets move in 2024? ▼
Winkler, Inc. Employees' Profit Sharing Plan edged up modestly - up 1.3% during 2024, from $18M to $18M. Reported net income was $226K.
How have Winkler, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winkler, Inc.'s sponsor-wide assets grew 7.0%, from $17M to $18M.
Which 401(k) plans are similar in size to Winkler, Inc. Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Raw Thrills Play Mechanix 401(k) Plan in IL ($18M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Winkler, Inc. Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Foreflight LLC 401(k) Profit Sharing Plan and Trust in TX (390 participants, $42M 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 351763301.

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.