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
PlainRetire home → About this data RSS: change history

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

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 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.

See the national 2023→2024 release diff →

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. Savings & Retirement PlanWinona Foods, Inc. Savings &…$15MPioneer Developers of America, Inc. 401(k) PlanPioneer Developers of Americ…$15MNcgcare, Inc. 401(k) Profit Sharing PlanNcgcare, Inc. 401(k) Profit …$15MThompson Pump Profit Sharing and 401(k) PlanThompson Pump Profit Sharing…$15MAdult and Pediatric Urology P.C. Retirement PlanAdult and Pediatric Urology …$15M
End-of-year total assets ($M) among Winona Foods, Inc. Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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
$8M$10M$12M$14M$16M 202220232024 $9.56M $15.2M ▲ +59.4%
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 EIN391835095
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Winona Foods, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Winona Foods, Inc. Savings & Retirement Plan, Total assets ($B): 0.015239173 · Participants: 348Winona Foods, Inc. Savings & Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Winona Foods, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (348 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Winona Foods, Inc. Savings & Retirement Plan assets move in 2024?
Winona Foods, Inc. Savings & Retirement Plan grew sharply - up 24.0% during 2024, from $12M to $15M. Reported net income was $3M.
How have Winona Foods Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Winona Foods Inc.'s sponsor-wide assets grew 59.4%, from $10M to $15M.
Which 401(k) plans are similar in size to Winona Foods, Inc. Savings & Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Pioneer Developers of America, Inc. 401(k) Plan in FL ($15M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Winona Foods, Inc. Savings & Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Opensquare 401(k) Retirement Plan in WA (348 participants, N/A in assets).