401(k) · DOL Form 5500 · 2024

Winmark Corporation 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
78
Participants Small participant base
73rd
Percentile by assets National rank
$292,336
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Winmark Corporation 401(k) Savings Plan · Sponsored by Winmark Corporation · Minnesota · Management of Enterprises

$23M in assets, 78 participants

Winmark Corporation's Winmark Corporation 401(k) Savings Plan reported $23M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #619 in Management of Enterprises (1,133 peers)

Winmark Corporation multi-year trail

Winmark Corporation's plans moved +22.6% in assets from 2022 to 2024; this filing shows Winmark Corporation 401(k) Savings Plan at $23M / 78 participants.

#619
in Management of Enterprises (1,133 peers)
+9.2%
assets growth YoY

Winmark Corporation 401(k) Savings Plan's outsized position by total assets

Winmark Corporation 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$22,802,176 Top 27% higher than 73% 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

Winmark Corporation 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winmark Corporation 401(k) Savings Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Winmark Corporation 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Winmark Corporation 401(k) Savings Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Winmark Corporation 401(k) Savings Plan reported participants rose from 77 in the plan year 2023 filing to 78 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411622691 · Winmark Corporation PY 2024 · 401(k)

Winmark Corporation 401(k) Savings Plan · $23M · 78 · 73rd

  • ASSETS $23M
  • ASSETS 78
  • ASSETS 73rd
  • ASSETS 401(k)
  • ASSETS near Adapt 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #619

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 Management of Enterprises retirement plans → · Plans in Minnesota →

Winmark Corporation 401(k) Savings Plan in the asset neighbourhood

Northway Bank 401(k) and Profit Sharing PlanNorthway Bank 401(k) and Pro…$23MD'annunzio 401(k) Plan$23MTlc Company, Inc. 401(k) Profit Sharing PlanTlc Company, Inc. 401(k) Pro…$23MWinmark Corporation 401(k) Savings PlanWinmark Corporation 401(k) S…$23MAdapt 401(k) Profit Sharing Plan & TrustAdapt 401(k) Profit Sharing …$23M
End-of-year total assets ($M) among Winmark Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Winmark Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Winmark Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$23M 22.612034524038886% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.6M $22.8M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 71 $19M
2023 1 77 $21M
2024 1 78 $23M

Winmark Corporation filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN411622691
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Winmark Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Winmark Corporation 401(k) Savings Plan, Total assets ($B): 0.022802176 · Participants: 78Winmark Corporation 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Winmark Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Winmark Corporation 401(k) Savings Plan side-by-side with 3 peers →

Winmark Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Adapt 401(k) Profit Sharing Plan & Trust in OR ($23M); by covered participants it is Altro USA, Inc. Retirement Plan in MA (78 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Winmark Corporation 401(k) Savings Plan assets move in 2024? ▼
Winmark Corporation 401(k) Savings Plan grew at a solid clip - up 9.2% during 2024, from $21M to $23M. Reported net income was $2M.
How have Winmark Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winmark Corporation's sponsor-wide assets grew 22.6%, from $19M to $23M.
Which 401(k) plans are similar in size to Winmark Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adapt 401(k) Profit Sharing Plan & Trust in OR ($23M, 517 participants).
Which 401(k) plans cover a similar participant headcount to Winmark Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Altro USA, Inc. Retirement Plan in MA (78 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411622691.

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.