401(k) · DOL Form 5500 · 2023
Wintrust Financial Corporaton 401(k) Plan
Data updated 2026-08-11
- $661M
- Total assets
- 5,151
- Participants
- 98th
- Percentile by assets
- $128,398
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $661M
- total plan assets (2023 EOY)
- 5,151
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $128,398
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Wintrust Financial Corporation Retirement Savings Plan reports 5,151 participants - 6.6x that state average ($661M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $575M |
|---|---|
| Net Assets (End of Year) | $661M |
| Net Income | $87M |
| Employer EIN | 363873352 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wintrust Financial Corporaton)
| 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
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
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 (401(k), $798M, 5,395 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wintrust Financial Corporation Retirement Savings Plan by total assets, not by location.
- Kelsey-Seybold 401(k) Plan (MN) $661M · 5,306
- Universal Orlando 401(k) Retirement Plan (FL) $661M · 19,075
- Zillow Group 401(k) Plan (WA) $662M · 5,644
- Envoy Air Inc. 401(k) Plan (TX) $662M · 23,007
Frequently Asked Questions
How did Wintrust Financial Corporation Retirement Savings Plan assets move in 2023? ▼
How have Wintrust Financial Corporaton plan assets changed over time? ▼
Where does Wintrust Financial Corporation Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Wintrust Financial Corporation Retirement Savings Plan? ▼
Next read for Wintrust Financial Corporation Retiremen…
Filing takeaways
Ways to act on Wintrust Financial Corporation Retirement Savings Plan's numbers.
- By total assets, Wintrust Financial Corporation Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Wintrust Financial Corporaton's sponsor-wide assets have grown 38.8% since 2022 across 3 plan years on file. More Finance & Insurance plans