Profit Sharing · DOL Form 5500 · 2024

Winslow Investments Limited, Inc. Profit Sharing Plan

Data updated 2026-07-24

$16M
Total assets
5
Participants
66th
Percentile by assets
$3.2M
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Winslow Investments Limited, Inc. Profit Sharing Plan · Sponsored by Winslow Investments Limited, Inc. · California · Real Estate

$16M in assets, 5 participants

Winslow Investments Limited, Inc.'s Winslow Investments Limited, Inc. Profit Sharing Plan reported $16M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • 66th percentile by assets (of 116,472 plans)

Winslow Investments Limited, Inc. multi-year trail

Winslow Investments Limited, Inc.'s plans moved +16.7% in assets from 2022 to 2024; this filing shows Winslow Investments Limited, Inc. Profit Sharing Plan at $16M / 5 participants.

$16M
total plan assets (2024 EOY)
5
covered participants
66th
percentile by assets (of 116,472 plans)
$3.2M
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Winslow Investments Limited, Inc. Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Winslow Investments Limited, Inc. Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Winslow Investments Limited, Inc. across 3 plan years on file

Across the 3 plan years Winslow Investments Limited, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $14M to $16M, a gain of 16.7%, while reported participants moved from 3 to 5 (+66.7%). Peak year by sponsor assets: 2024 ($16M); trough: 2022 ($14M).

Winslow Investments Limited, Inc. multi-year asset trail

$13M$14M$15M$16M$17M 202220232024 $13.9M $16.3M ▲ +16.7%
Total plan assets by year, all Winslow Investments Limited, Inc. plans on file
Year Plans Participants Total Assets
2022 1 3 $14M
2023 1 5 $15M
2024 1 5 $16M

Winslow Investments Limited, Inc. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN953426775
Plan Effective Date1980-06-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Winslow Investments Limited, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Winslow Investments Limited, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Winslow Investments …Scpmg Keogh PlanIntel Retirement Con…Motion Picture Indus…Memorialcare Retirem…Disney Retirement Sa…
Winslow Investments Limited, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Winslow Investments Limited, Inc. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Winslow Investments Limited, Inc. Profit Sharing Plan assets move in 2024?
Winslow Investments Limited, Inc. Profit Sharing Plan grew at a solid clip - up 7.2% during 2024, from $15M to $16M. Reported net income was $1M.
How have Winslow Investments Limited, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Winslow Investments Limited, Inc.'s sponsor-wide assets grew 16.7%, from $14M to $16M.
Which Profit Sharing plans are similar in size to Winslow Investments Limited, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Lakeside Supply Company Profit Sharing Plan and Trust in OH ($16M, 17 participants).

Next read for Winslow Investments Limited, Inc. Profit…

Multi-year trail

Ways to act on Winslow Investments Limited, Inc. Profit Sharing Plan's numbers.

  • By total assets, Winslow Investments Limited, Inc. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
  • Winslow Investments Limited, Inc.'s sponsor-wide assets have grown 16.7% since 2022 across 3 plan years on file. More Real Estate plans

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 953426775.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.