Profit Sharing · DOL Form 5500 · 2024

Winslow Investments Limited, Inc. Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
5
Participants Small participant base
66th
Percentile by assets National rank
$3.2M
Avg per participant High balance/head
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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.

  • #3,752 in Real Estate (4,605 peers)

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.

#3,752
in Real Estate (4,605 peers)
+7.2%
assets growth YoY

Winslow Investments Limited, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Winslow Investments Limited, Inc. Profit Sharing Plan vs every filed plan by assets

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

$16,249,771 Top 34% higher than 66% 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

Winslow Investments Limited, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winslow Investments Limited, Inc. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

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 →

Form 5500 schedule snapshot

Filing strip 953426775 · Winslow Investments Limited, Inc. PY 2024 · Profit Sharing

Winslow Investments Limited, Inc. Profit Sharing Plan · $16M · 5 · 66th

  • 5500 $16M
  • 5500 5
  • 5500 66th
  • 5500 Profit Sharing
  • 5500 near Fountain House 403(b) Retirement Plan
  • 5500 ind #3752

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 Real Estate retirement plans → · Plans in California →

Winslow Investments Limited, Inc. Profit Sharing Plan in the asset neighbourhood

Rf Products, Inc. Employee Profit-Sharing PlanRf Products, Inc. Employee P…$16MWinslow Investments Limited, Inc. Profit Sharing PlanWinslow Investments Limited,…$16MFountain House 403(b) Retirement PlanFountain House 403(b) Retire…$16MLakeside Supply Company Profit Sharing Plan and TrustLakeside Supply Company Prof…$16MRetirement Plan of Public Broadcasting of Colorado, Inc.Retirement Plan of Public Br…$16M
End-of-year total assets ($M) among Winslow Investments Limited, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Winslow Investments Limited, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Winslow Investments Limited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 16.717097543181804% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.9M $16.3M ▲ +16.7%
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 Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Winslow Investments Limited, Inc. Profit Sharing Plan, Total assets ($B): 0.016249771 · Participants: 5Winslow Investments Limited, Inc. Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Winslow Investments Limited, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Winslow Investments Limited, Inc. Profit Sharing Plan side-by-side with 3 peers →

Winslow Investments Limited, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Fountain House 403(b) Retirement Plan in NY ($16M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 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 Fountain House 403(b) Retirement Plan in NY ($16M, 264 participants).
Which Profit Sharing plans cover a similar participant headcount to Winslow Investments Limited, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K 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 953426775.

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.