401(k) · DOL Form 5500 · 2023

Winn Management Group LLC 401(k) Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
3,310
Participants Above avg headcount
93rd
Percentile by assets National rank
$41,607
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Winn Management Group 401(k) Savings Plan · Sponsored by Winn Management Group LLC · Massachusetts · Real Estate

$138M in assets, 3,310 participants

Winn Management Group LLC's Winn Management Group 401(k) Savings Plan reported $138M in total assets and 3,310 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.

  • #4,648 in Real Estate (4,727 peers)

Coverage in Massachusetts

Winn Management Group 401(k) Savings Plan covers 3,310 participants in Massachusetts, 5.0x the typical Massachusetts plan (state average ~659 per filing). Assets: $138M.

#4,648
in Real Estate (4,727 peers)
+19.5%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Winn Management Group 401(k) Savings Plan's outsized position by total assets

Winn Management Group 401(k) Savings Plan vs every filed plan by assets

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

$137,718,537 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

Winn Management Group 401(k) 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. Winn Management Group 401(k) Savings Plan lands in the large band (3,310 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winn Management Group 401(k) Savings Plan reported net income rose from -$21M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Winn Management Group 401(k) Savings Plan end-of-year assets rose from $115M in the plan year 2022 filing to $138M in the plan year 2023 filing.
  • Winn Management Group 401(k) Savings Plan reported participants rose from 3,144 in the plan year 2022 filing to 3,310 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042582550 · Winn Management Group LLC PY 2023 · 401(k)

Winn Management Group 401(k) Savings Plan · $138M · 3,310 · 93rd

  • EOY $138M
  • 5500 3,310
  • ASSETS 93rd
  • PCT 401(k)
  • EIN near Colonial Group, Inc. Retirement Savings Plan
  • RANK ind #4648

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 Real Estate retirement plans → · Plans in Massachusetts →

Winn Management Group 401(k) Savings Plan in the asset neighbourhood

Berlin Packaging L.L.C. 401(k) PlanBerlin Packaging L.L.C. 401(…$138MSpecialized Bicycle Components, Inc. Profit Sharing PlanSpecialized Bicycle Componen…$138MWinn Management Group 401(k) Savings PlanWinn Management Group 401(k)…$138MColonial Group, Inc. Retirement Savings PlanColonial Group, Inc. Retirem…$138MBarnhart Crane & Rigging Company 401(k) Profit Sharing PlanBarnhart Crane & Rigging Com…$138M
End-of-year total assets ($M) among Winn Management Group 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$138M
Net Income$22M
Employer EIN042582550
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winn Management Group LLC)

Sponsor-wide plan assets over time

All Winn Management Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$158M 36.765368401143604% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $115M $158M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 3,144 $115M
2023 1 3,310 $138M
2024 1 3,593 $158M

Nearby 401(k) Plans in Massachusetts

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

Winn Management Group 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -10010203040 Total assets ($B) Participants Winn Management Group 401(k) Savings Plan, Total assets ($B): 0.137718537 · Participants: 3310Winn Management Group 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Winn Management Group 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Winn Management Group 401(k) Savings Plan side-by-side with 3 peers →

Winn Management Group 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Colonial Group, Inc. Retirement Savings Plan in GA ($138M); by covered participants it is Essity North America Investment and Retirement Plan in PA (3,311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,310 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 Winn Management Group 401(k) Savings Plan assets move in 2023? ▼
Winn Management Group 401(k) Savings Plan grew sharply - up 19.5% during 2023, from $115M to $138M. Reported net income was $22M.
How have Winn Management Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winn Management Group LLC's sponsor-wide assets grew 36.8%, from $115M to $158M.
Where does Winn Management Group 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Winn Management Group 401(k) Savings Plan 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 Winn Management Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Colonial Group, Inc. Retirement Savings Plan in GA ($138M, 2,152 participants).
Which 401(k) plans cover a similar participant headcount to Winn Management Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Essity North America Investment and Retirement Plan in PA (3,311 participants, $903M 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 042582550.

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.