ESOP · DOL Form 5500 · 2023

Winona Agency, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
57
Participants Small participant base
56th
Percentile by assets National rank
$159,070
Avg per participant Above avg balance/head
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Official DOL plan name: Employee Stock Ownership Plan of Winona Agency, Inc. · Sponsored by Winona Agency, Inc. · Minnesota · Finance & Insurance

$9M in assets, 57 participants

Winona Agency, Inc.'s Employee Stock Ownership Plan of Winona Agency, Inc. reported $9M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,659 in Finance & Insurance (8,869 peers)

Winona Agency, Inc. multi-year trail

Winona Agency, Inc.'s plans moved +26.3% in assets from 2022 to 2024; this filing shows Employee Stock Ownership Plan of Winona Agency, Inc. at $9M / 57 participants.

#3,659
in Finance & Insurance (8,869 peers)
+9.1%
assets growth YoY

Employee Stock Ownership Plan of Winona Agency, Inc.'s mid-pack asset rank among Finance & Insurance and all filers

Employee Stock Ownership Plan of Winona Agency, Inc. vs every filed plan by assets

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

$9,067,001 Top 44% higher than 56% 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

Employee Stock Ownership Plan of Winona Agency, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Stock Ownership Plan of Winona Agency, Inc. is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Stock Ownership Plan of Winona Agency, Inc. reported net income rose from $103K in the plan year 2022 filing to $785K in the plan year 2023 filing.
  • Employee Stock Ownership Plan of Winona Agency, Inc. end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Employee Stock Ownership Plan of Winona Agency, Inc. reported participants rose from 53 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410902639 · Winona Agency, Inc. PY 2023 · ESOP

Employee Stock Ownership Plan of Winona Agency, Inc. · $9M · 57 · 56th

  • NET $9M
  • NET 57
  • NET 56th
  • NET ESOP
  • NET near Tri City Glass & Door, Inc. Employee Stock Ownership Plan
  • NET ind #3659

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 What is an ESOP? → · Plans in Minnesota →

Employee Stock Ownership Plan of Winona Agency, Inc. in the asset neighbourhood

Midvale Telephone Exchange Employee Stock Ownership PlanMidvale Telephone Exchange E…$9MNetwork Center, Inc. Employee Stock Ownership PlanNetwork Center, Inc. Employe…$9MEmployee Stock Ownership Plan of Winona Agency, Inc.Employee Stock Ownership Pla…$9MTri City Glass & Door, Inc. Employee Stock Ownership PlanTri City Glass & Door, Inc. …$9MThe Lighthouse, Inc. Employee Stock Ownership PlanThe Lighthouse, Inc. Employe…$9M
End-of-year total assets ($M) among Employee Stock Ownership Plan of Winona Agency, Inc. and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Winona Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Winona Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 26.322776337392717% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.31M $10.5M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 53 $8M
2023 1 57 $9M
2024 1 52 $11M

Winona Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$785K
Employer EIN410902639
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

Peer ESOP plans, same state, same plan type, ranked by total assets.

Employee Stock Ownership Plan of Winona Agency, Inc. vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Employee Stock Ownership Plan of Winona Agency, Inc., Total assets ($M): 9.067001 · Participants: 57Employee Stock Ownership Plan of Winona Agency, Inc.Andersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Employee Stock Ownership Plan of Winona Agency, Inc. vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Employee Stock Ownership Plan of Winona Agency, Inc. side-by-side with 3 peers →

Employee Stock Ownership Plan of Winona Agency, Inc.'s out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Tri City Glass & Door, Inc. Employee Stock Ownership Plan in WI ($9M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Employee Stock Ownership Plan of Winona Agency, Inc. assets move in 2023? ▼
Employee Stock Ownership Plan of Winona Agency, Inc. grew at a solid clip - up 9.1% during 2023, from $8M to $9M. Reported net income was $785K.
How have Winona Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winona Agency, Inc.'s sponsor-wide assets grew 26.3%, from $8M to $11M.
Which ESOP plans are similar in size to Employee Stock Ownership Plan of Winona Agency, Inc.? ▼
Among ESOP plans in other states, the closest by assets is Tri City Glass & Door, Inc. Employee Stock Ownership Plan in WI ($9M, 91 participants).
Which ESOP plans cover a similar participant headcount to Employee Stock Ownership Plan of Winona Agency, Inc.? ▼
Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants, $10M 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 410902639.

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.