401(k) · DOL Form 5500 · 2023

Winona Health Services 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
960
Participants Near avg headcount
90th
Percentile by assets National rank
$92,434
Avg per participant Below avg balance/head
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Official DOL plan name: Winona Health Employees' Retirement Plan · Sponsored by Winona Health Services · Minnesota · Healthcare & Social Assistance

$89M in assets, 960 participants

Winona Health Services's Winona Health Employees' Retirement Plan reported $89M in total assets and 960 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,220 in Healthcare & Social Assistance (17,684 peers)

Where Winona Health Employees' Retirement Plan sits by assets

Winona Health Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $89M for 960 participants (~$92,434/participant), up 17.8% in 2023.

#16,220
in Healthcare & Social Assistance (17,684 peers)
+17.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Winona Health Employees' Retirement Plan's outsized position by total assets

Winona Health Employees' Retirement Plan vs every filed plan by assets

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

$88,736,530 Top 10% higher than 90% 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

Winona Health Employees' Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winona Health Employees' Retirement Plan sits mid-pack in the medium band (960 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winona Health Employees' Retirement Plan reported net income rose from -$23M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Winona Health Employees' Retirement Plan reported participants fell from 1,242 in the plan year 2022 filing to 960 in the plan year 2023 filing.
  • Winona Health Employees' Retirement Plan end-of-year assets rose from $75M in the plan year 2022 filing to $89M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410713914 · Winona Health Services PY 2023 · 401(k)

Winona Health Employees' Retirement Plan · $89M · 960 · 90th

  • TYPE $89M
  • TYPE 960
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near Independent Bank Corporation 401(k) Plan
  • TYPE ind #16220

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Winona Health Employees' Retirement Plan in the asset neighbourhood

Independent Bank Corporation 401(k) PlanIndependent Bank Corporation…$89MAgri Beef Co. Profit Sharing Plan and TrustAgri Beef Co. Profit Sharing…$89MWinona Health Employees' Retirement PlanWinona Health Employees' Ret…$89MZotec Partners, LLC 401(k) PlanZotec Partners, LLC 401(k) P…$89MLearning Care Group Retirement Savings PlanLearning Care Group Retireme…$89M
End-of-year total assets ($M) among Winona Health Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$89M
Net Income$13M
Employer EIN410713914
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winona Health Services)

Sponsor-wide plan assets over time

All Winona Health Services plans reported in each filing year

Latest sponsor-wide plan assets
$97M 28.385478549187% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $75.3M $96.7M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 1,242 $75M
2023 1 960 $89M
2024 1 920 $97M

Nearby 401(k) Plans in Minnesota

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

Winona Health Employees' Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Winona Health Employees' Retirement Plan, Total assets ($B): 0.08873653 · Participants: 960Winona Health Employees' Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Winona Health Employees' Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Winona Health Employees' Retirement Plan side-by-side with 3 peers →

Winona Health Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Independent Bank Corporation 401(k) Plan in MI ($89M); by covered participants it is Bowl New England, Inc. 401(k) Profit Sharing Plan in VT (960 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($89M here).

Similar participant headcount

Nearest other-state filings by covered participants (960 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 Winona Health Employees' Retirement Plan assets move in 2023? ▼
Winona Health Employees' Retirement Plan grew sharply - up 17.8% during 2023, from $75M to $89M. Reported net income was $13M.
How have Winona Health Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winona Health Services's sponsor-wide assets grew 28.4%, from $75M to $97M.
Where does Winona Health Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Winona Health Employees' Retirement Plan ranks in the 90th 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 Winona Health Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Independent Bank Corporation 401(k) Plan in MI ($89M, 912 participants).
Which 401(k) plans cover a similar participant headcount to Winona Health Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bowl New England, Inc. 401(k) Profit Sharing Plan in VT (960 participants, $9M 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 410713914.

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.