401(k) · DOL Form 5500 · 2024
Winton Ireland Insurance Agency Inc. 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 100
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $254,980
- Avg per participant Above avg balance/head
Official DOL plan name: Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Winton Ireland Insurance Agency Inc. · California · Finance & Insurance
$25M in assets, 100 participants
Winton Ireland Insurance Agency Inc.'s Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust reported $25M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #5,227 in Finance & Insurance (8,549 peers)
Coverage in California
Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust covers 100 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $25M.
- #5,227
- in Finance & Insurance (8,549 peers)
- +2.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,497,964 Top 25% higher than 75% 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
Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust is a small filing (100 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $548K in the plan year 2024 filing.
- Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 95 in the plan year 2023 filing to 100 in the plan year 2024 filing.
- Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $25M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 942667917 · Winton Ireland Insurance Agency Inc. PY 2024 · 401(k)
Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust · $25M · 100 · 75th
- BOY $25M
- SCH 100
- EBSA 75th
- PART 401(k)
- TYPE near Lakeview Capital, Inc. 401(k) Savings Plan
- NET ind #5227
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 Finance & Insurance retirement plans → · Plans in California →
Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $548K |
| Employer EIN | 942667917 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Winton Ireland Insurance Agency Inc.)
Sponsor-wide plan assets over time
All Winton Ireland Insurance Agency Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 19.911491668989452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $21M |
| 2023 | 1 | 95 | $25M |
| 2024 | 1 | 100 | $25M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Lakeview Capital, Inc. 401(k) Savings Plan in MI ($25M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Lakeview Capital, Inc. 401(k) Savings Plan (MI) $25M · 53
- Air Tiger Express (USA), Inc. 401(k) Savings Plan (NY) $25M · 109
- Cedar Point Fcu Employees 401(k) Plan (MD) $25M · 130
- S. D. Ireland Companies 401(k) Plan (VT) $25M · 320
Similar participant headcount
Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.
- Controltek 401(k) Profit Sharing Plan (WA) 100 · 0 off
- Vaughn, Silverberg and Associates Profit Sharing Plan (TX) 100 · 0 off
- Streetsquash, Inc. 401(k) Profit Sharing Plan & Trust (NY) 100 · 0 off
- Amerisci Group 401(k) Retirement Plan (VA) 100 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.