401(k) · DOL Form 5500 · 2023

Winona Foods Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
404
Participants Below avg headcount
63rd
Percentile by assets National rank
$30,423
Avg per participant Low balance/head
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Official DOL plan name: Winona Foods, Inc. Savings & Retirement Plan · Sponsored by Winona Foods Inc. · Wisconsin · Wholesale Trade

$12M in assets, 404 participants

Winona Foods Inc.'s Winona Foods, Inc. Savings & Retirement Plan reported $12M in total assets and 404 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,535 in Wholesale Trade (6,309 peers)

Winona Foods Inc. multi-year trail

Winona Foods Inc.'s plans moved +59.4% in assets from 2022 to 2024; this filing shows Winona Foods, Inc. Savings & Retirement Plan at $12M / 404 participants.

#3,535
in Wholesale Trade (6,309 peers)
+28.5%
assets growth YoY

Winona Foods, Inc. Savings & Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Winona Foods, Inc. Savings & Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,290,854 Top 37% higher than 63% of 127,068 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 2023

Winona Foods, Inc. Savings & Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winona Foods, Inc. Savings & Retirement Plan sits mid-pack in the medium band (404 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winona Foods, Inc. Savings & Retirement Plan reported net income rose from -$540K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Winona Foods, Inc. Savings & Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Winona Foods, Inc. Savings & Retirement Plan reported participants rose from 350 in the plan year 2022 filing to 404 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391835095 · Winona Foods Inc. PY 2023 · 401(k)

Winona Foods, Inc. Savings & Retirement Plan · $12M · 404 · 63rd

  • TYPE $12M
  • TYPE 404
  • TYPE 63rd
  • TYPE 401(k)
  • TYPE near Yakima Chief Hops 401(k) Retirement Plan
  • TYPE ind #3535

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Winona Foods, Inc. Savings & Retirement Plan in the asset neighbourhood

Winona Foods, Inc. Savings & Retirement PlanWinona Foods, Inc. Savings &…$12MYakima Chief Hops 401(k) Retirement PlanYakima Chief Hops 401(k) Ret…$12MParkway Products, LLC Thrift Savings 401(k) PlanParkway Products, LLC Thrift…$12MHorn USA Inc 401(k) Profit Sharing Plan and TrustHorn USA Inc 401(k) Profit S…$12MTransfair USA 401(k) Plan$12M
End-of-year total assets ($M) among Winona Foods, Inc. Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Winona Foods Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Winona Foods Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 59.386418933540305% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.56M $15.2M ▲ +59.4%
Year Plans Participants Total Assets
2022 1 350 $10M
2023 1 404 $12M
2024 1 348 $15M

Winona Foods Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN391835095
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Winona Foods, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Winona Foods, Inc. Savings & Retirement Plan, Total assets ($B): 0.012290854 · Participants: 404Winona Foods, Inc. Savings & Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Winona Foods, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Winona Foods, Inc. Savings & Retirement Plan side-by-side with 3 peers →

Winona Foods, Inc. Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Yakima Chief Hops 401(k) Retirement Plan in WA ($12M); by covered participants it is Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in PA (404 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (404 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Winona Foods, Inc. Savings & Retirement Plan assets move in 2023? ▼
Winona Foods, Inc. Savings & Retirement Plan grew sharply - up 28.5% during 2023, from $10M to $12M. Reported net income was $3M.
How have Winona Foods Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winona Foods Inc.'s sponsor-wide assets grew 59.4%, from $10M to $15M.
Which 401(k) plans are similar in size to Winona Foods, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yakima Chief Hops 401(k) Retirement Plan in WA ($12M, 249 participants).
Which 401(k) plans cover a similar participant headcount to Winona Foods, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in PA (404 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391835095.

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.