401(k) · DOL Form 5500 · 2022

Winthrop & Weinstine, P.a. 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
284
Participants Below avg headcount
93rd
Percentile by assets National rank
$372,042
Avg per participant High balance/head
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Official DOL plan name: Winthrop & Weinstine, P.a. 401(k) Plan & Trust · Sponsored by Winthrop & Weinstine, P.a. · Minnesota · Professional & Technical Services

$106M in assets, 284 participants

Winthrop & Weinstine, P.a.'s Winthrop & Weinstine, P.a. 401(k) Plan & Trust reported $106M in total assets and 284 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #20,297 in Professional & Technical Services (21,562 peers)

Coverage in Minnesota

Winthrop & Weinstine, P.a. 401(k) Plan & Trust covers 284 participants in Minnesota, about 25% of the average Minnesota filer (state average ~1,126 per filing). Assets: $106M.

#20,297
in Professional & Technical Services (21,562 peers)
-19.7%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Winthrop & Weinstine, P.a. 401(k) Plan & Trust's outsized position by total assets

Winthrop & Weinstine, P.a. 401(k) Plan & Trust vs every filed plan by assets

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

$105,659,937 Top 7% higher than 93% 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

Winthrop & Weinstine, P.a. 401(k) Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winthrop & Weinstine, P.a. 401(k) Plan & Trust sits mid-pack in the medium band (284 participants).

Plan-year Form 5500 strip

Filing strip 411722524 · Winthrop & Weinstine, P.a. PY 2022 · 401(k)

Winthrop & Weinstine, P.a. 401(k) Plan & Trust · $106M · 284 · 93rd

  • ASSETS $106M
  • ASSETS 284
  • ASSETS 93rd
  • ASSETS 401(k)
  • ASSETS near Athena Health Care Associates, Inc. 401(k) Plan
  • ASSETS ind #20297

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Winthrop & Weinstine, P.a. 401(k) Plan & Trust in the asset neighbourhood

Ohio Machinery Co. Incentive Savings PlanOhio Machinery Co. Incentive…$106MAthena Health Care Associates, Inc. 401(k) PlanAthena Health Care Associate…$106MWinthrop & Weinstine, P.a. 401(k) Plan & TrustWinthrop & Weinstine, P.a. 4…$106MAxon 401(k) Plan$106MHawaiian Telcom 401(k) Plan for Hourly EmployeesHawaiian Telcom 401(k) Plan …$106M
End-of-year total assets ($M) among Winthrop & Weinstine, P.a. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$106M
Net Income-$26M
Employer EIN411722524
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winthrop & Weinstine, P.a.)

Sponsor-wide plan assets over time

All Winthrop & Weinstine, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$149M 41.20134673182703% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $106M $149M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 284 $106M
2023 1 279 $126M
2024 1 297 $149M

Nearby 401(k) Plans in Minnesota

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

Winthrop & Weinstine, P.a. 401(k) Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Winthrop & Weinstine, P.a. 401(k) Plan & Trust, Total assets ($B): 0.105659937 · Participants: 284Winthrop & Weinstine, P.a. 401(k) Plan & TrustUnitedhealth 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
Winthrop & Weinstine, P.a. 401(k) Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Winthrop & Weinstine, P.a. 401(k) Plan & Trust side-by-side with 3 peers →

Winthrop & Weinstine, P.a. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Athena Health Care Associates, Inc. 401(k) Plan in CT ($106M); by covered participants it is Galesburg Hospital Corporation 401(k) Savings Plan in IL (284 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($106M here).

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Winthrop & Weinstine, P.a. 401(k) Plan & Trust assets move in 2022? ▼
Winthrop & Weinstine, P.a. 401(k) Plan & Trust declined sharply - down 19.7% during 2022, from $132M to $106M. Reported net income was -$26M.
How have Winthrop & Weinstine, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winthrop & Weinstine, P.a.'s sponsor-wide assets grew 41.2%, from $106M to $149M.
Where does Winthrop & Weinstine, P.a. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Winthrop & Weinstine, P.a. 401(k) Plan & Trust ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Winthrop & Weinstine, P.a. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Athena Health Care Associates, Inc. 401(k) Plan in CT ($106M, 11,008 participants).
Which 401(k) plans cover a similar participant headcount to Winthrop & Weinstine, P.a. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Galesburg Hospital Corporation 401(k) Savings Plan in IL (284 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 411722524.

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.