401(k) · DOL Form 5500 · 2023

Winona Health Services 401(k) Plan

Data updated 2026-08-11

$89M
Total assets
960
Participants
90th
Percentile by assets
$92,434
Avg per participant
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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.

  • 90th percentile by assets (of 127,072 plans)
  • #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.

$89M
total plan assets (2023 EOY)
960
covered participants
90th
percentile by assets (of 127,072 plans)
$92,434
avg assets per participant

Where Winona Health Employees' Retirement Plan sits 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 $2,010,000,000 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

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 →

State
Minnesota
Industry
Healthcare & Social Assistance

Winona Health Employees' Retirement Plan vs the 2023 asset distribution

By assets, Winona Health Employees' Retirement Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

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)

$70M$80M$90M$100M 202220232024 $75.3M $96.7M ▲ +28.4%
Total plan assets by year, all Winona Health Services plans on file
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 ($B) Participants Winona Health Employ…, Total assets ($B): 0.08873653 · Participants: 960Winona Health Employ…Unitedhealth Group 4…, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 4…Target Corporation 4…, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 4…Medtronic Savings an…, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings an…3M Voluntary Investm…, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investm…U.S. Bank 401(k) Sav…, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Sav…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Winona Health Employees' Retirement Plan by total assets, not by location.

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).

Next read for Winona Health Employees' Retirement Plan

Scale reading

Ways to act on Winona Health Employees' Retirement Plan's numbers.

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.