401(k) · DOL Form 5500 · 2023

Wintrust Financial Corporaton 401(k) Plan

Data updated 2026-08-25

$661M
Total assets Above avg plan size
5,151
Participants Above avg headcount
98th
Percentile by assets National rank
$128,398
Avg per participant Near avg balance/head
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Official DOL plan name: Wintrust Financial Corporation Retirement Savings Plan · Sponsored by Wintrust Financial Corporaton · Illinois · Finance & Insurance

$661M in assets, 5,151 participants

Wintrust Financial Corporaton's Wintrust Financial Corporation Retirement Savings Plan reported $661M in total assets and 5,151 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,543 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Wintrust Financial Corporation Retirement Savings Plan covers 5,151 participants in Illinois, 6.6x the typical Illinois plan (state average ~779 per filing). Assets: $661M.

#8,543
in Finance & Insurance (8,869 peers)
+15.1%
assets growth YoY
6.6×
vs typical plan assets (national mean)

Wintrust Financial Corporation Retirement Savings Plan's outsized position by total assets

Wintrust Financial Corporation Retirement Savings Plan vs every filed plan by assets

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

$661,378,470 Top 2% higher than 98% 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

Wintrust Financial Corporation Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wintrust Financial Corporation Retirement Savings Plan lands in the large band (5,151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wintrust Financial Corporation Retirement Savings Plan reported net income rose from -$76M in the plan year 2022 filing to $87M in the plan year 2023 filing.
  • Wintrust Financial Corporation Retirement Savings Plan end-of-year assets rose from $575M in the plan year 2022 filing to $661M in the plan year 2023 filing.
  • Wintrust Financial Corporation Retirement Savings Plan reported participants fell from 5,188 in the plan year 2022 filing to 5,151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363873352 · Wintrust Financial Corporaton PY 2023 · 401(k)

Wintrust Financial Corporation Retirement Savings Plan · $661M · 5,151 · 98th

  • PCT $661M
  • PCT 5,151
  • PCT 98th
  • PCT 401(k)
  • PCT near Kelsey-Seybold 401(k) Plan
  • PCT ind #8543

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 Finance & Insurance retirement plans → · Plans in Illinois →

Wintrust Financial Corporation Retirement Savings Plan in the asset neighbourhood

Envoy Air Inc. 401(k) Plan$662MZillow Group 401(k) Plan$662MKelsey-Seybold 401(k) Plan$661MWintrust Financial Corporation Retirement Savings PlanWintrust Financial Corporati…$661MUniversal Orlando 401(k) Retirement PlanUniversal Orlando 401(k) Ret…$661M
End-of-year total assets ($M) among Wintrust Financial Corporation Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$575M
Net Assets (End of Year)$661M
Net Income$87M
Employer EIN363873352
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wintrust Financial Corporaton)

Sponsor-wide plan assets over time

All Wintrust Financial Corporaton plans reported in each filing year

Latest sponsor-wide plan assets
$798M 38.75038476605147% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $575M $798M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 5,188 $575M
2023 1 5,151 $661M
2024 1 5,395 $798M

Nearby 401(k) Plans in Illinois

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

Wintrust Financial Corporation Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Wintrust Financial Corporation Retirement Savings Plan, Total assets ($B): 0.66137847 · Participants: 5151Wintrust Financial Corporation Retirement Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Wintrust Financial Corporation Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Wintrust Financial Corporation Retirement Savings Plan side-by-side with 3 peers →

Scale composition for Wintrust Financial Corporation Retirement Savings Plan

Wintrust Financial Corporation Retirement Savings Plan reports $661M in end-of-year assets across 5,151 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $128,398 per participant (93% of the national average assets-per-participant) . Net income for plan year 2023 was $87M.

This plan identity (EIN 363873352, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $575M to $798M (+38.8%) while covered participants moved from 5,188 to 5,395 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,188 $575M Open filing
2023 5,151 $661M This page
2024 · index core 5,395 $798M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside Illinois, the nearest 401(k) by assets is Kelsey-Seybold 401(k) Plan in MN ($661M); by covered participants it is Healthcare 401(k) Plan in NJ (5,155 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($661M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,151 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 Wintrust Financial Corporation Retirement Savings Plan assets move in 2023? ▼
Wintrust Financial Corporation Retirement Savings Plan grew sharply - up 15.1% during 2023, from $575M to $661M. Reported net income was $87M.
How have Wintrust Financial Corporaton plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wintrust Financial Corporaton's sponsor-wide assets grew 38.8%, from $575M to $798M.
Where does Wintrust Financial Corporation Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Wintrust Financial Corporation Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Wintrust Financial Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kelsey-Seybold 401(k) Plan in MN ($661M, 5,306 participants).
Which 401(k) plans cover a similar participant headcount to Wintrust Financial Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthcare 401(k) Plan in NJ (5,155 participants, $17M 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 363873352.

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.