401(k) · DOL Form 5500 · 2022

Schwegman Lundberg & Woessner, P.a. 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
210
Participants Below avg headcount
92nd
Percentile by assets National rank
$430,679
Avg per participant High balance/head
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Official DOL plan name: Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan · Sponsored by Schwegman Lundberg & Woessner, P.a. · Minnesota · Professional & Technical Services

$90M in assets, 210 participants

Schwegman Lundberg & Woessner, P.a.'s Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan reported $90M in total assets and 210 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,115 in Professional & Technical Services (21,562 peers)

Coverage in Minnesota

Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan covers 210 participants in Minnesota, about 19% of the average Minnesota filer (state average ~1,126 per filing). Assets: $90M.

#20,115
in Professional & Technical Services (21,562 peers)
-16.5%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan's outsized position by total assets

Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan vs every filed plan by assets

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

$90,442,540 Top 8% higher than 92% 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

Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan 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. Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan sits mid-pack in the medium band (210 participants).

Published 5500 schedule card

Filing strip 411765559 · Schwegman Lundberg & Woessner, P.a. PY 2022 · 401(k)

Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan · $90M · 210 · 92nd

  • NET $90M
  • NET 210
  • NET 92nd
  • NET 401(k)
  • NET near Save More Retirement Plan and Trust
  • NET ind #20115

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 →

Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan in the asset neighbourhood

Save More Retirement Plan and TrustSave More Retirement Plan an…$90MCache Creek 401(k) Plan$90MEnerflex Inc. and Subsidiaries Matched Savings PlanEnerflex Inc. and Subsidiari…$90MSchwegman Lundberg & Woessner, P.a. 401(k) Retirement PlanSchwegman Lundberg & Woessne…$90MGreen Hills Software 401(k) PlanGreen Hills Software 401(k) …$90M
End-of-year total assets ($M) among Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$90M
Net Income-$18M
Employer EIN411765559
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schwegman Lundberg & Woessner, P.a.)

Sponsor-wide plan assets over time

All Schwegman Lundberg & Woessner, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$122M 34.34107777158846% vs 2022
2024 filing year
$80M$90M$100M$110M$120M$130M 202220232024 $90.4M $122M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 210 $90M
2023 1 220 $109M
2024 1 214 $122M

Nearby 401(k) Plans in Minnesota

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

Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan, Total assets ($B): 0.09044254 · Participants: 210Schwegman Lundberg & Woessner, P.a. 401(k) Retirement 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
Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan side-by-side with 3 peers →

Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Save More Retirement Plan and Trust in MT ($90M); by covered participants it is Nova Mud Inc. 401(k) Profit Sharing Plan in NM (210 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan assets move in 2022? ▼
Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan declined sharply - down 16.5% during 2022, from $108M to $90M. Reported net income was -$18M.
How have Schwegman Lundberg & Woessner, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwegman Lundberg & Woessner, P.a.'s sponsor-wide assets grew 34.3%, from $90M to $122M.
Where does Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan ranks in the 92nd 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 Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Save More Retirement Plan and Trust in MT ($90M, 444 participants).
Which 401(k) plans cover a similar participant headcount to Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nova Mud Inc. 401(k) Profit Sharing Plan in NM (210 participants, $7M 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 411765559.

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.