401(k) · DOL Form 5500 · 2024
The Van Winkle Law Firm 401(k) Plan
Data updated 2026-08-11
- $23M
- Total assets
- 80
- Participants
- 73rd
- Percentile by assets
- $283,341
- Avg per participant
Official DOL plan name: The Van Winkle Law Firm Profit Sharing Plan · Sponsored by The Van Winkle Law Firm · North Carolina · Professional & Technical Services
$23M in assets, 80 participants
The Van Winkle Law Firm's The Van Winkle Law Firm Profit Sharing Plan reported $23M in total assets and 80 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.
- 73rd percentile by assets (of 123,622 plans)
- #14,546 in Professional & Technical Services (20,173 peers)
The Van Winkle Law Firm multi-year trail
The Van Winkle Law Firm's plans moved +19.2% in assets from 2022 to 2024; this filing shows The Van Winkle Law Firm Profit Sharing Plan at $23M / 80 participants.
- $23M
- total plan assets (2024 EOY)
- 80
- covered participants
- 73rd
- percentile by assets (of 123,622 plans)
- $283,341
- avg assets per participant
Where The Van Winkle Law Firm Profit Sharing Plan sits by total assets
The Van Winkle Law Firm Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,667,296 Top 27% higher than 73% of 123,620 filed plans
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 2023 → plan year 2024
- The Van Winkle Law Firm Profit Sharing Plan reported net income rose from $629K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Van Winkle Law Firm Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- The Van Winkle Law Firm Profit Sharing Plan reported participants fell from 85 in the plan year 2023 filing to 80 in the plan year 2024 filing.
The Van Winkle Law Firm across 3 plan years on file
Across the 3 plan years The Van Winkle Law Firm has on file (2022-2024), sponsor-wide plan assets have moved from $19M to $23M, a gain of 19.2%, while reported participants moved from 81 to 80 (-1.2%). Peak year by sponsor assets: 2024 ($23M); trough: 2022 ($19M).
The Van Winkle Law Firm multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 81 | $19M |
| 2023 | 1 | 85 | $20M |
| 2024 | 1 | 80 | $23M |
The Van Winkle Law Firm filing trail (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 561026015 |
| Plan Effective Date | 1976-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Van Winkle Law Firm Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Van Winkle Law Firm Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on The Van Winkle Law Firm Profit Sharing Plan's numbers.
- By total assets, The Van Winkle Law Firm Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- The Van Winkle Law Firm's sponsor-wide assets have grown 19.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans