ESOP · DOL Form 5500 · 2022

Winona Agency, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
53
Participants Small participant base
61st
Percentile by assets National rank
$156,841
Avg per participant Above avg balance/head
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Official DOL plan name: Employee Stock Ownership Plan of Winona Agency, Inc. · Sponsored by Winona Agency, Inc. · Minnesota · Finance & Insurance

$8M in assets, 53 participants

Winona Agency, Inc.'s Employee Stock Ownership Plan of Winona Agency, Inc. reported $8M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,122 in Finance & Insurance (9,261 peers)

Winona Agency, Inc. multi-year trail

Winona Agency, Inc.'s plans moved +26.3% in assets from 2022 to 2024; this filing shows Employee Stock Ownership Plan of Winona Agency, Inc. at $8M / 53 participants.

#4,122
in Finance & Insurance (9,261 peers)
+8.2%
assets growth YoY

Employee Stock Ownership Plan of Winona Agency, Inc.'s mid-pack asset rank among Finance & Insurance and all filers

Employee Stock Ownership Plan of Winona Agency, Inc. vs every filed plan by assets

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

$8,312,592 Top 39% higher than 61% 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

Employee Stock Ownership Plan of Winona Agency, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Stock Ownership Plan of Winona Agency, Inc. is a small filing (53 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 410902639 · Winona Agency, Inc. PY 2022 · ESOP

Employee Stock Ownership Plan of Winona Agency, Inc. · $8M · 53 · 61st

  • IND $8M
  • IND 53
  • IND 61st
  • IND ESOP
  • IND near West Press Employee Stock Ownership Plan
  • IND ind #4122

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 What is an ESOP? → · Plans in Minnesota →

Employee Stock Ownership Plan of Winona Agency, Inc. in the asset neighbourhood

West Press Employee Stock Ownership PlanWest Press Employee Stock Ow…$8MRapp Petroleum Employee Stock Ownership PlanRapp Petroleum Employee Stoc…$8MRebling Plastics Employee Stock Ownership PlanRebling Plastics Employee St…$8MEmployee Stock Ownership Plan of Winona Agency, Inc.Employee Stock Ownership Pla…$8MBoudreau Companies Employee Stock Ownership PlanBoudreau Companies Employee …$8M
End-of-year total assets ($M) among Employee Stock Ownership Plan of Winona Agency, Inc. and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Winona Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Winona Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 26.322776337392717% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.31M $10.5M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 53 $8M
2023 1 57 $9M
2024 1 52 $11M

Winona Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income$103K
Employer EIN410902639
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

Peer ESOP plans, same state, same plan type, ranked by total assets.

Employee Stock Ownership Plan of Winona Agency, Inc. vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Employee Stock Ownership Plan of Winona Agency, Inc., Total assets ($M): 8.312592 · Participants: 53Employee Stock Ownership Plan of Winona Agency, Inc.Andersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Employee Stock Ownership Plan of Winona Agency, Inc. vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Employee Stock Ownership Plan of Winona Agency, Inc. side-by-side with 3 peers →

Employee Stock Ownership Plan of Winona Agency, Inc.'s out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is West Press Employee Stock Ownership Plan in AZ ($8M); by covered participants it is Harman Construction, Inc. Employee Stock Ownership Plan in VA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Employee Stock Ownership Plan of Winona Agency, Inc. assets move in 2022? ▼
Employee Stock Ownership Plan of Winona Agency, Inc. grew at a solid clip - up 8.2% during 2022, from $8M to $8M. Reported net income was $103K.
How have Winona Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winona Agency, Inc.'s sponsor-wide assets grew 26.3%, from $8M to $11M.
Which ESOP plans are similar in size to Employee Stock Ownership Plan of Winona Agency, Inc.? ▼
Among ESOP plans in other states, the closest by assets is West Press Employee Stock Ownership Plan in AZ ($8M, 64 participants).
Which ESOP plans cover a similar participant headcount to Employee Stock Ownership Plan of Winona Agency, Inc.? ▼
Among ESOP plans in other states, the closest by covered participants is Harman Construction, Inc. Employee Stock Ownership Plan in VA (53 participants, $6M 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 410902639.

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.