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
PlainRetire home → About this data

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

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 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.

See the national 2023→2024 release diff →

State
North Carolina
Industry
Professional & Technical Services

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

$18M$20M$22M$24M 202220232024 $19M $22.7M ▲ +19.3%
Total plan assets by year, all The Van Winkle Law Firm plans on file
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 EIN561026015
Plan Effective Date1976-02-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants The Van Winkle Law F…, Total assets ($B): 0.022667296 · Participants: 80The Van Winkle Law F…The Bank of America …, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retireme…Nucor Corporation Pr…, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Pr…Truist Financial Cor…, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Cor…
The Van Winkle Law Firm Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Van Winkle Law Firm Profit Sharing P… side-by-side with 3 peers →

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

How did The Van Winkle Law Firm Profit Sharing Plan assets move in 2024? ▼
The Van Winkle Law Firm Profit Sharing Plan grew sharply - up 15.4% during 2024, from $20M to $23M. Reported net income was $3M.
How have The Van Winkle Law Firm plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Van Winkle Law Firm's sponsor-wide assets grew 19.2%, from $19M to $23M.
Which 401(k) plans are similar in size to The Van Winkle Law Firm Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Newspapers of New England, Inc. 401(k) Savings Plan in NH ($23M, 176 participants).

Next read for The Van Winkle Law Firm Profit Sharing P…

Multi-year trail

Ways to act on The Van Winkle Law Firm 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 561026015.

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.