401(k) · DOL Form 5500 · 2023

Winmark Corporation 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
77
Participants Small participant base
73rd
Percentile by assets National rank
$271,149
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Winmark Corporation 401(k) Savings Plan · Sponsored by Winmark Corporation · Minnesota · Management of Enterprises

$21M in assets, 77 participants

Winmark Corporation's Winmark Corporation 401(k) Savings Plan reported $21M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #606 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Winmark Corporation 401(k) Savings Plan ranks #606 of 1,137 2023 filers by assets (1703% of the sector average)-$21M for 77 participants.

#606
in Management of Enterprises (1,137 peers)
+12.3%
assets growth YoY

Winmark Corporation 401(k) Savings Plan's outsized position by total assets

Winmark Corporation 401(k) Savings Plan vs every filed plan by assets

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

$20,878,472 Top 27% higher than 73% 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

Winmark Corporation 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winmark Corporation 401(k) Savings Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winmark Corporation 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Winmark Corporation 401(k) Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Winmark Corporation 401(k) Savings Plan reported participants rose from 71 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411622691 · Winmark Corporation PY 2023 · 401(k)

Winmark Corporation 401(k) Savings Plan · $21M · 77 · 73rd

  • EIN $21M
  • EIN 77
  • EIN 73rd
  • EIN 401(k)
  • EIN near Manufacturing Resources International 401(k) Profit Sharing Plan
  • EIN ind #606

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 Management of Enterprises retirement plans → · Plans in Minnesota →

Winmark Corporation 401(k) Savings Plan in the asset neighbourhood

Winmark Corporation 401(k) Savings PlanWinmark Corporation 401(k) S…$21MManufacturing Resources International 401(k) Profit Sharing PlanManufacturing Resources Inte…$21MMorefield Communications, Inc. Retirement Savings PlanMorefield Communications, In…$21MLexington Home Brands Savings and Retirement PlanLexington Home Brands Saving…$21MChurchill Management Corp 401(k) Prof Shar PlanChurchill Management Corp 40…$21M
End-of-year total assets ($M) among Winmark Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN411622691
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winmark Corporation)

Sponsor-wide plan assets over time

All Winmark Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$23M 22.612034524038886% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.6M $22.8M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 71 $19M
2023 1 77 $21M
2024 1 78 $23M

Nearby 401(k) Plans in Minnesota

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

Winmark Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Winmark Corporation 401(k) Savings Plan, Total assets ($B): 0.020878472 · Participants: 77Winmark Corporation 401(k) Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Winmark Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Winmark Corporation 401(k) Savings Plan side-by-side with 3 peers →

Winmark Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Manufacturing Resources International 401(k) Profit Sharing Plan in GA ($21M); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Winmark Corporation 401(k) Savings Plan assets move in 2023? ▼
Winmark Corporation 401(k) Savings Plan grew at a solid clip - up 12.3% during 2023, from $19M to $21M. Reported net income was $2M.
How have Winmark Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winmark Corporation's sponsor-wide assets grew 22.6%, from $19M to $23M.
Which 401(k) plans are similar in size to Winmark Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Manufacturing Resources International 401(k) Profit Sharing Plan in GA ($21M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Winmark Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants, $9M 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 411622691.

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.