401(k) · DOL Form 5500 · 2023

Winthrop & Weinstine, P.a. 401(k) Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
279
Participants Below avg headcount
93rd
Percentile by assets National rank
$452,149
Avg per participant High balance/head
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Official DOL plan name: Winthrop & Weinstine, P.a. 401(k) Plan & Trust · Sponsored by Winthrop & Weinstine, P.a. · Minnesota · Professional & Technical Services

$126M in assets, 279 participants

Winthrop & Weinstine, P.a.'s Winthrop & Weinstine, P.a. 401(k) Plan & Trust reported $126M in total assets and 279 participants in its 2023 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.

  • #19,085 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Winthrop & Weinstine, P.a. 401(k) Plan & Trust covers 279 participants in Minnesota, about 25% of the average Minnesota filer (state average ~1,126 per filing). Assets: $126M.

#19,085
in Professional & Technical Services (20,321 peers)
+19.4%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Winthrop & Weinstine, P.a. 401(k) Plan & Trust's outsized position by total assets

Winthrop & Weinstine, P.a. 401(k) Plan & Trust vs every filed plan by assets

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

$126,149,610 Top 7% higher than 93% 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

Winthrop & Weinstine, P.a. 401(k) Plan & Trust 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. Winthrop & Weinstine, P.a. 401(k) Plan & Trust sits mid-pack in the medium band (279 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winthrop & Weinstine, P.a. 401(k) Plan & Trust reported net income rose from -$26M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Winthrop & Weinstine, P.a. 401(k) Plan & Trust end-of-year assets rose from $106M in the plan year 2022 filing to $126M in the plan year 2023 filing.
  • Winthrop & Weinstine, P.a. 401(k) Plan & Trust reported participants fell from 284 in the plan year 2022 filing to 279 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411722524 · Winthrop & Weinstine, P.a. PY 2023 · 401(k)

Winthrop & Weinstine, P.a. 401(k) Plan & Trust · $126M · 279 · 93rd

  • PHOTO $126M
  • IND 279
  • EOY 93rd
  • 5500 401(k)
  • ASSETS near The Commonfund Retirement Savings Plan
  • PCT ind #19085

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 →

Winthrop & Weinstine, P.a. 401(k) Plan & Trust in the asset neighbourhood

Winthrop & Weinstine, P.a. 401(k) Plan & TrustWinthrop & Weinstine, P.a. 4…$126MThe Commonfund Retirement Savings PlanThe Commonfund Retirement Sa…$126MInteva Products, LLC Salaried Employees' Savings and Retirement PlanInteva Products, LLC Salarie…$126MForward Air Corporation 401(k) PlanForward Air Corporation 401(…$126MNumotion 401(k) Retirement PlanNumotion 401(k) Retirement P…$126M
End-of-year total assets ($M) among Winthrop & Weinstine, P.a. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$126M
Net Income$20M
Employer EIN411722524
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winthrop & Weinstine, P.a.)

Sponsor-wide plan assets over time

All Winthrop & Weinstine, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$149M 41.20134673182703% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $106M $149M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 284 $106M
2023 1 279 $126M
2024 1 297 $149M

Nearby 401(k) Plans in Minnesota

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

Winthrop & Weinstine, P.a. 401(k) Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Winthrop & Weinstine, P.a. 401(k) Plan & Trust, Total assets ($B): 0.12614961 · Participants: 279Winthrop & Weinstine, P.a. 401(k) Plan & TrustUnitedhealth 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
Winthrop & Weinstine, P.a. 401(k) Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Winthrop & Weinstine, P.a. 401(k) Plan & Trust side-by-side with 3 peers →

Winthrop & Weinstine, P.a. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is The Commonfund Retirement Savings Plan in CT ($126M); by covered participants it is Virginia Cancer Institute, Inc. Retirement Plan in VA (279 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($126M here).

Similar participant headcount

Nearest other-state filings by covered participants (279 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 Winthrop & Weinstine, P.a. 401(k) Plan & Trust assets move in 2023? ▼
Winthrop & Weinstine, P.a. 401(k) Plan & Trust grew sharply - up 19.4% during 2023, from $106M to $126M. Reported net income was $20M.
How have Winthrop & Weinstine, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winthrop & Weinstine, P.a.'s sponsor-wide assets grew 41.2%, from $106M to $149M.
Where does Winthrop & Weinstine, P.a. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Winthrop & Weinstine, P.a. 401(k) Plan & Trust ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Winthrop & Weinstine, P.a. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Commonfund Retirement Savings Plan in CT ($126M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Winthrop & Weinstine, P.a. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Virginia Cancer Institute, Inc. Retirement Plan in VA (279 participants, $58M 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 411722524.

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.