401(k) · DOL Form 5500 · 2022
Wintrust Financial Corp. 401(k) Plan
Data updated 2026-08-25
- $575M
- Total assets Above avg plan size
- 5,188
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $110,799
- Avg per participant Below avg balance/head
Official DOL plan name: Wintrust Financial Corp. Retirement Savings Plan · Sponsored by Wintrust Financial Corp. · Illinois · Finance & Insurance
$575M in assets, 5,188 participants
Wintrust Financial Corp.'s Wintrust Financial Corp. Retirement Savings Plan reported $575M in total assets and 5,188 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #8,940 in Finance & Insurance (9,261 peers)
Coverage in Illinois
Wintrust Financial Corp. Retirement Savings Plan covers 5,188 participants in Illinois, 6.7x the typical Illinois plan (state average ~779 per filing). Assets: $575M.
- #8,940
- in Finance & Insurance (9,261 peers)
- -11.7%
- assets change YoY
- 5.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $76M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wintrust Financial Corp. Retirement Savings Plan's outsized position by total assets
Wintrust Financial Corp. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$574,826,571 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wintrust Financial Corp. Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wintrust Financial Corp. Retirement Savings Plan lands in the large band (5,188 participants).
DOL schedule card
Filing strip 363873352 · Wintrust Financial Corp. PY 2022 · 401(k)
Wintrust Financial Corp. Retirement Savings Plan · $575M · 5,188 · 98th
- BOY $575M
- SCH 5,188
- EBSA 98th
- PART 401(k)
- TYPE near Block 401(k) Plan
- NET ind #8940
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 Illinois →
Wintrust Financial Corp. Retirement Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $651M |
|---|---|
| Net Assets (End of Year) | $575M |
| Net Income | -$76M |
| Employer EIN | 363873352 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wintrust Financial Corp.)
Sponsor-wide plan assets over time
All Wintrust Financial Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $798M 38.75038476605147% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,188 | $575M |
| 2023 | 1 | 5,151 | $661M |
| 2024 | 1 | 5,395 | $798M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Scale composition for Wintrust Financial Corp. Retirement Savings Plan
Wintrust Financial Corp. Retirement Savings Plan reports $575M in end-of-year assets across 5,188 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $110,799 per participant (80% of the national average assets-per-participant) . Net income for plan year 2022 was -$76M.
This plan identity (EIN 363873352, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $575M to $798M (+38.8%) while covered participants moved from 5,188 to 5,395 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,188 | $575M | This page |
| 2023 | 5,151 | $661M | Open filing |
| 2024 · index core | 5,395 | $798M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Wintrust Financial Corporation Retirement Savings Plan (401(k), $798M, 5,395 participants)
Wintrust Financial Corp. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Block 401(k) Plan in CA ($575M); by covered participants it is United Technologies Corporation Represented Employee Savings Plan in CT (5,191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($575M here).
- Block 401(k) Plan (CA) $575M · 7,210
- Equinix, Inc. 401(k) Plan (CA) $575M · 3,858
- Envoy Air Inc. 401(k) Plan (TX) $575M · 20,906
- Avient Retirement Savings Plan (OH) $574M · 2,900
Similar participant headcount
Nearest other-state filings by covered participants (5,188 participants); asset peers above are excluded.
- United Technologies Corporation Represented Employee Savings Plan (CT) 5,191 · 3 off
- Breakthru Beverage Group 401(k) Plan (NY) 5,184 · 4 off
- Redfin 401(k) Profit Sharing Plan (WA) 5,192 · 4 off
- Mutual of Omaha 401(k) Retirement Savings Plan (NE) 5,183 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.