401(k) · DOL Form 5500 · 2023

Schwegman Lundberg & Woessner, P.a. 401(k) Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size: 220
Participants Below avg headcount: 92nd
Percentile by assets National rank: $493,414
Avg per participant High balance/head

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Official DOL plan name: Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan · Sponsored by Schwegman Lundberg & Woessner, P.a. · Minnesota · Professional & Technical Services

$109M in assets, 220 participants

Schwegman Lundberg & Woessner, P.a.'s Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan reported $109M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

#18,895 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan covers 220 participants in Minnesota, about 20% of the average Minnesota filer (state average ~1,126 per filing). Assets: $109M.

#18,895
in Professional & Technical Services (20,321 peers): +20.0%
assets growth YoY: 1.1×
vs typical plan assets (national mean)

Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan's outsized position by total assets

Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan vs every filed plan by assets

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

$108,551,087 Top 8% higher than 92% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Schwegman Lundberg & Woessner, P.a. 401(k) 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. Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan sits mid-pack in the medium band (220 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $18M in the plan year 2023 filing.
Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan end-of-year assets rose from $90M in the plan year 2022 filing to $109M in the plan year 2023 filing.
Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan reported participants rose from 210 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 411765559 · Schwegman Lundberg & Woessner, P.a. PY 2023 · 401(k)

Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan · $109M · 220 · 92nd

BOY $109M
SCH 220
EBSA 92nd
PART 401(k)
TYPE near Green Hills Software 401(k) Plan
NET ind #18895

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

End-of-year total assets ($M) among Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)	$90M
Net Assets (End of Year)	$109M
Net Income	$18M
Employer EIN	411765559
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Schwegman Lundberg & Woessner, P.a.)

Latest sponsor-wide plan assets: $122M 34.34107777158846% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	210	$90M
2023	1	220	$109M
2024	1	214	$122M

Nearby 401(k) Plans in Minnesota

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

Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
Target Corporation 401(k) Plan $13.0B · 432,617
Medtronic Savings and Investment Plan $12.9B · 44,342
3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
U.S. Bank 401(k) Savings Plan $10.3B · 75,272

Compare Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan side-by-side with 3 peers →

Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Green Hills Software 401(k) Plan in CA ($109M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($109M here).

Green Hills Software 401(k) Plan (CA) $109M · 310
Titan International, Inc. Employees' Retirement Savings Plan (IL) $109M · 1,265
Construction Specialties, Inc. Ret Savings Plan (NJ) $109M · 642
Lanco International, Inc. Employees' 401(k) Retirement Savings Program (IL) $109M · 678

Similar participant headcount

Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.

Dennelisse Corporation 401(k) Plan (NY) 220 · 0 off
Dickinson Frozen Foods, Inc Employees' 401(k) Profit Sharing Plan (ID) 220 · 0 off
Kiniksa Pharmaceuticals 401(k) Plan (MA) 220 · 0 off
Greenleaf Trust 401(k) Plan (MI) 220 · 0 off

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 Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan assets move in 2023? ▼

Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan grew sharply - up 20.0% during 2023, from $90M to $109M. Reported net income was $18M.

How have Schwegman Lundberg & Woessner, P.a. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Schwegman Lundberg & Woessner, P.a.'s sponsor-wide assets grew 34.3%, from $90M to $122M.

Where does Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼

Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan ranks in the 92nd 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 Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Green Hills Software 401(k) Plan in CA ($109M, 310 participants).

Which 401(k) plans cover a similar participant headcount to Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M 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 411765559.