401(k) · DOL Form 5500 · 2024
Winona Foods Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 348
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $43,791
- Avg per participant Low balance/head
Official DOL plan name: Winona Foods, Inc. Savings & Retirement Plan · Sponsored by Winona Foods Inc. · Wisconsin · Wholesale Trade
$15M in assets, 348 participants
Winona Foods Inc.'s Winona Foods, Inc. Savings & Retirement Plan reported $15M in total assets and 348 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #3,512 in Wholesale Trade (6,080 peers)
Winona Foods Inc. multi-year trail
Winona Foods Inc.'s plans moved +59.4% in assets from 2022 to 2024; this filing shows Winona Foods, Inc. Savings & Retirement Plan at $15M / 348 participants.
- #3,512
- in Wholesale Trade (6,080 peers)
- +24.0%
- assets growth YoY
Winona Foods, Inc. Savings & Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers
Winona Foods, Inc. Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,239,173 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Winona Foods, Inc. Savings & Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winona Foods, Inc. Savings & Retirement Plan sits mid-pack in the medium band (348 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Winona Foods, Inc. Savings & Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Winona Foods, Inc. Savings & Retirement Plan reported participants fell from 404 in the plan year 2023 filing to 348 in the plan year 2024 filing.
- Winona Foods, Inc. Savings & Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391835095 · Winona Foods Inc. PY 2024 · 401(k)
Winona Foods, Inc. Savings & Retirement Plan · $15M · 348 · 65th
- EBSA $15M
- EBSA 348
- EBSA 65th
- EBSA 401(k)
- EBSA near Pioneer Developers of America, Inc. 401(k) Plan
- EBSA ind #3512
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
Winona Foods, Inc. Savings & Retirement Plan in the asset neighbourhood
Winona Foods Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Winona Foods Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 59.386418933540305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 350 | $10M |
| 2023 | 1 | 404 | $12M |
| 2024 | 1 | 348 | $15M |
Winona Foods Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 391835095 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Winona Foods, Inc. Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Pioneer Developers of America, Inc. 401(k) Plan in FL ($15M); by covered participants it is Opensquare 401(k) Retirement Plan in WA (348 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (348 participants); asset peers above are excluded.
- Opensquare 401(k) Retirement Plan (WA) 348 · 0 off
- Armstrong Ambulance Service, Inc. 401(k) Retirement Plan (MA) 348 · 0 off
- Bradley Caldwell, Inc. 401(k) Retirement Savings Plan (PA) 348 · 0 off
- Lendingpoint LLC 401(k) Plan (GA) 348 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.