401(k) · DOL Form 5500 · 2024

Winklevoss Consultants, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
109
Participants Small participant base
73rd
Percentile by assets National rank
$212,682
Avg per participant Above avg balance/head
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Official DOL plan name: Winklevoss Consultants, Inc. Savings & Retirement Plan · Sponsored by Winklevoss Consultants, Inc. · Connecticut · Professional & Technical Services

$23M in assets, 109 participants

Winklevoss Consultants, Inc.'s Winklevoss Consultants, Inc. Savings & Retirement Plan reported $23M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,647 in Professional & Technical Services (20,173 peers)

Coverage in Connecticut

Winklevoss Consultants, Inc. Savings & Retirement Plan covers 109 participants in Connecticut, about 15% of the average Connecticut filer (state average ~718 per filing). Assets: $23M.

#14,647
in Professional & Technical Services (20,173 peers)
+8.7%
assets growth YoY

Winklevoss Consultants, Inc. Savings & Retirement Plan's outsized position by total assets

Winklevoss Consultants, Inc. Savings & Retirement Plan vs every filed plan by assets

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

$23,182,290 Top 27% higher than 73% 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

Winklevoss Consultants, Inc. Savings & Retirement 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. Winklevoss Consultants, Inc. Savings & Retirement Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Winklevoss Consultants, Inc. Savings & Retirement Plan reported net income rose from -$6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Winklevoss Consultants, Inc. Savings & Retirement Plan reported participants fell from 143 in the plan year 2023 filing to 109 in the plan year 2024 filing.
  • Winklevoss Consultants, Inc. Savings & Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521504653 · Winklevoss Consultants, Inc. PY 2024 · 401(k)

Winklevoss Consultants, Inc. Savings & Retirement Plan · $23M · 109 · 73rd

  • PART $23M
  • TYPE 109
  • NET 73rd
  • BOOK 401(k)
  • VS-ST near E.C. Styberg Engineering Company 401(k) Plan
  • BOY ind #14647

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 Connecticut →

Winklevoss Consultants, Inc. Savings & Retirement Plan in the asset neighbourhood

Winklevoss Consultants, Inc. Savings & Retirement PlanWinklevoss Consultants, Inc.…$23ME.C. Styberg Engineering Company 401(k) PlanE.C. Styberg Engineering Com…$23MCompass Health, Inc. 401(k) Profit Sharing PlanCompass Health, Inc. 401(k) …$23MDesign Electric, Inc. 401(k) Retirement PlanDesign Electric, Inc. 401(k)…$23MCapital Project Management, Inc. 401(k) Profit Sharing PlanCapital Project Management, …$23M
End-of-year total assets ($M) among Winklevoss Consultants, Inc. Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN521504653
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winklevoss Consultants, Inc.)

Sponsor-wide plan assets over time

All Winklevoss Consultants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 13.67807777164581% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $26.9M $23.2M ▼ -13.7%
Year Plans Participants Total Assets
2022 1 168 $27M
2023 1 143 $21M
2024 1 109 $23M

Nearby 401(k) Plans in Connecticut

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

Winklevoss Consultants, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Winklevoss Consultants, Inc. Savings & Retirement Plan, Total assets ($B): 0.02318229 · Participants: 109Winklevoss Consultants, Inc. Savings & Retirement PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Winklevoss Consultants, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Winklevoss Consultants, Inc. Savings & Retirement Plan side-by-side with 3 peers →

Winklevoss Consultants, Inc. Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is E.C. Styberg Engineering Company 401(k) Plan in WI ($23M); by covered participants it is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Winklevoss Consultants, Inc. Savings & Retirement Plan assets move in 2024? ▼
Winklevoss Consultants, Inc. Savings & Retirement Plan grew at a solid clip - up 8.7% during 2024, from $21M to $23M. Reported net income was $2M.
How have Winklevoss Consultants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winklevoss Consultants, Inc.'s sponsor-wide assets declined 13.7%, from $27M to $23M.
Which 401(k) plans are similar in size to Winklevoss Consultants, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is E.C. Styberg Engineering Company 401(k) Plan in WI ($23M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Winklevoss Consultants, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants, $12M 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 521504653.

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.