401(k) · DOL Form 5500 · 2022
Winona Health Services 401(k) Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 1,242
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $60,637
- Avg per participant Low balance/head
Official DOL plan name: Winona Health Employees' Retirement Plan · Sponsored by Winona Health Services · Minnesota · Healthcare & Social Assistance
$75M in assets, 1,242 participants
Winona Health Services's Winona Health Employees' Retirement Plan reported $75M in total assets and 1,242 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #18,512 in Healthcare & Social Assistance (20,060 peers)
Where Winona Health Employees' Retirement Plan sits by assets
Winona Health Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $75M for 1,242 participants (~$60,637/participant), down 23.4% in 2022.
- #18,512
- in Healthcare & Social Assistance (20,060 peers)
- -23.4%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Winona Health Employees' Retirement Plan's outsized position by total assets
Winona Health Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$75,310,712 Top 9% higher than 91% 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
Winona Health Employees' Retirement 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. Winona Health Employees' Retirement Plan lands in the large band (1,242 participants).
DOL schedule card
Filing strip 410713914 · Winona Health Services PY 2022 · 401(k)
Winona Health Employees' Retirement Plan · $75M · 1,242 · 91st
- TYPE $75M
- TYPE 1,242
- TYPE 91st
- TYPE 401(k)
- TYPE near Skyward, Inc. 401(k) Plan
- TYPE ind #18512
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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →
Winona Health Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | -$23M |
| Employer EIN | 410713914 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Winona Health Services)
Sponsor-wide plan assets over time
All Winona Health Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $97M 28.385478549187% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,242 | $75M |
| 2023 | 1 | 960 | $89M |
| 2024 | 1 | 920 | $97M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Winona Health Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Skyward, Inc. 401(k) Plan in WI ($75M); by covered participants it is Pcs 401(k) Retirement Plan in CO (1,242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,242 participants); asset peers above are excluded.
- Pcs 401(k) Retirement Plan (CO) 1,242 · 0 off
- School Specialty 401(k) Plan (WI) 1,242 · 0 off
- Adsc Holdings, Inc. Retirement Savings Plan (PA) 1,243 · 1 off
- Zrs Management, LLC 401(k) Profit Sharing Plan (FL) 1,241 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.