401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$126M
Total assets: 279
Participants: 93rd
Percentile by assets: $452,149
Avg per participant

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.

93rd percentile by assets (of 127,072 plans)
#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.

$126M
total plan assets (2023 EOY): 279
covered participants: 93rd
percentile by assets (of 127,072 plans): $452,149
avg assets per participant

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 →

State

Minnesota

Industry

Professional & Technical Services

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Winthrop & Weinstine, P.a. 401(k) Plan & Trust reports 279 participants - about 25% of that state average ($126M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)	$106M
Net Assets (End of Year)	$126M
Net Income	$20M
Employer EIN	411722524
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Winthrop & Weinstine, P.a. plans on file

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

Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
Target Corporation 401(k) Plan $13.0B · 432,617
Medtronic Savings and Investment Plan $12.9B · 44,342
3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
U.S. Bank 401(k) Savings Plan $10.3B · 75,272

Compare Winthrop & Weinstine, P.a. 401(k) Plan &… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Winthrop & Weinstine, P.a. 401(k) Plan & Trust by total assets, not by location.

The Commonfund Retirement Savings Plan (CT) $126M · 163
Inteva Products, LLC Salaried Employees' Savings and Retirement Plan (MI) $126M · 756
Forward Air Corporation 401(k) Plan (TN) $126M · 4,238
Numotion 401(k) Retirement Plan (CT) $126M · 2,957

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).

Next read for Winthrop & Weinstine, P.a. 401(k) Plan &…

Filing takeaways

Ways to act on Winthrop & Weinstine, P.a. 401(k) Plan & Trust's numbers.

By total assets, Winthrop & Weinstine, P.a. 401(k) Plan & Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
Winthrop & Weinstine, P.a.'s sponsor-wide assets have grown 41.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.