401(k) · DOL Form 5500 · 2022

Winn Management Group LLC 401(k) Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
3,144
Participants Above avg headcount
93rd
Percentile by assets National rank
$36,662
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Winn Management Group 401(k) Savings Plan · Sponsored by Winn Management Group LLC · Massachusetts · Real Estate

$115M in assets, 3,144 participants

Winn Management Group LLC's Winn Management Group 401(k) Savings Plan reported $115M in total assets and 3,144 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.

  • #4,977 in Real Estate (5,057 peers)

Coverage in Massachusetts

Winn Management Group 401(k) Savings Plan covers 3,144 participants in Massachusetts, 4.8x the typical Massachusetts plan (state average ~659 per filing). Assets: $115M.

#4,977
in Real Estate (5,057 peers)
-15.6%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Winn Management Group 401(k) Savings Plan's outsized position by total assets

Winn Management Group 401(k) Savings Plan vs every filed plan by assets

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

$115,266,431 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

Winn Management Group 401(k) 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. Winn Management Group 401(k) Savings Plan lands in the large band (3,144 participants).

EBSA filing schedule strip

Filing strip 042582550 · Winn Management Group LLC PY 2022 · 401(k)

Winn Management Group 401(k) Savings Plan · $115M · 3,144 · 93rd

  • ASSETS $115M
  • PCT 3,144
  • EIN 93rd
  • RANK 401(k)
  • PHOTO near Vox Media 401(k) Profit Sharing Plan and Trust
  • IND ind #4977

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 Real Estate retirement plans → · Plans in Massachusetts →

Winn Management Group 401(k) Savings Plan in the asset neighbourhood

Tns 401(k) Retirement Savings PlanTns 401(k) Retirement Saving…$115MParr Brown Profit Sharing PlanParr Brown Profit Sharing Pl…$115MWinn Management Group 401(k) Savings PlanWinn Management Group 401(k)…$115MVox Media 401(k) Profit Sharing Plan and TrustVox Media 401(k) Profit Shar…$115MDewitt LLP Savings Plan & TrustDewitt LLP Savings Plan & Tr…$115M
End-of-year total assets ($M) among Winn Management Group 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$115M
Net Income-$21M
Employer EIN042582550
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winn Management Group LLC)

Sponsor-wide plan assets over time

All Winn Management Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$158M 36.765368401143604% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $115M $158M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 3,144 $115M
2023 1 3,310 $138M
2024 1 3,593 $158M

Nearby 401(k) Plans in Massachusetts

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

Winn Management Group 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -100102030 Total assets ($B) Participants Winn Management Group 401(k) Savings Plan, Total assets ($B): 0.115266431 · Participants: 3144Winn Management Group 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Winn Management Group 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Winn Management Group 401(k) Savings Plan side-by-side with 3 peers →

Winn Management Group 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Vox Media 401(k) Profit Sharing Plan and Trust in DC ($115M); by covered participants it is North American Dental Management, LLC 401(k) Plan in PA (3,144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($115M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,144 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 Winn Management Group 401(k) Savings Plan assets move in 2022? ▼
Winn Management Group 401(k) Savings Plan declined sharply - down 15.6% during 2022, from $137M to $115M. Reported net income was -$21M.
How have Winn Management Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winn Management Group LLC's sponsor-wide assets grew 36.8%, from $115M to $158M.
Where does Winn Management Group 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Winn Management Group 401(k) Savings Plan 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 Winn Management Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vox Media 401(k) Profit Sharing Plan and Trust in DC ($115M, 1,313 participants).
Which 401(k) plans cover a similar participant headcount to Winn Management Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is North American Dental Management, LLC 401(k) Plan in PA (3,144 participants, $47M 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 042582550.

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.