401(k) · DOL Form 5500 · 2022

Winmark Corporation 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
71
Participants Small participant base
76th
Percentile by assets National rank
$261,930
Avg per participant Above avg balance/head
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Official DOL plan name: Winmark Corporation 401(k) Savings Plan · Sponsored by Winmark Corporation · Minnesota · Management of Enterprises

$19M in assets, 71 participants

Winmark Corporation's Winmark Corporation 401(k) Savings Plan reported $19M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #678 in Management of Enterprises (1,193 peers)

Where Winmark Corporation 401(k) Savings Plan sits by assets

Winmark Corporation 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $19M for 71 participants (~$261,930/participant), down 18.3% in 2022.

#678
in Management of Enterprises (1,193 peers)
-18.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Winmark Corporation 401(k) Savings Plan's outsized position by total assets

Winmark Corporation 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,597,013 Top 24% higher than 76% of 139,123 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 2022

Winmark Corporation 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winmark Corporation 401(k) Savings Plan is a small filing (71 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 411622691 · Winmark Corporation PY 2022 · 401(k)

Winmark Corporation 401(k) Savings Plan · $19M · 71 · 76th

  • 5500 $19M
  • ASSETS 71
  • PCT 76th
  • EIN 401(k)
  • RANK near Nexcare Health Systems, LLC Retirement Savings Plan
  • PHOTO ind #678

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 Management of Enterprises retirement plans → · Plans in Minnesota →

Winmark Corporation 401(k) Savings Plan in the asset neighbourhood

Winmark Corporation 401(k) Savings PlanWinmark Corporation 401(k) S…$19MNexcare Health Systems, LLC Retirement Savings PlanNexcare Health Systems, LLC …$19MThe Metropolitan Companies, Inc. 401(k) PlanThe Metropolitan Companies, …$19MGerrity's Supermarket, Inc. Retirement PlanGerrity's Supermarket, Inc. …$19MAcutec Precision Aerospace, Inc. 401(k) Profit Sharing PlanAcutec Precision Aerospace, …$19M
End-of-year total assets ($M) among Winmark Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN411622691
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winmark Corporation)

Sponsor-wide plan assets over time

All Winmark Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$23M 22.612034524038886% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.6M $22.8M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 71 $19M
2023 1 77 $21M
2024 1 78 $23M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Winmark Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Winmark Corporation 401(k) Savings Plan, Total assets ($B): 0.018597013 · Participants: 71Winmark Corporation 401(k) Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Winmark Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Winmark Corporation 401(k) Savings Plan side-by-side with 3 peers →

Winmark Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Nexcare Health Systems, LLC Retirement Savings Plan in MI ($19M); by covered participants it is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Winmark Corporation 401(k) Savings Plan assets move in 2022? ▼
Winmark Corporation 401(k) Savings Plan declined sharply - down 18.3% during 2022, from $23M to $19M. Reported net income was -$4M.
How have Winmark Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winmark Corporation's sponsor-wide assets grew 22.6%, from $19M to $23M.
Where does Winmark Corporation 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Winmark Corporation 401(k) Savings Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Winmark Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nexcare Health Systems, LLC Retirement Savings Plan in MI ($19M, 1,468 participants).
Which 401(k) plans cover a similar participant headcount to Winmark Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411622691.

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.