401(k) · DOL Form 5500 · 2024
Schwegman Lundberg & Woessner, P.a. 401(k) Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 214
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $567,764
- Avg per participant High balance/head
Official DOL plan name: Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan · Sponsored by Schwegman Lundberg & Woessner, P.a. · Minnesota · Professional & Technical Services
$122M in assets, 214 participants
Schwegman Lundberg & Woessner, P.a.'s Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan reported $122M in total assets and 214 participants in its 2024 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.
- #18,731 in Professional & Technical Services (20,173 peers)
Coverage in Minnesota
Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan covers 214 participants in Minnesota, about 19% of the average Minnesota filer (state average ~1,126 per filing). Assets: $122M.
- #18,731
- in Professional & Technical Services (20,173 peers)
- +11.9%
- assets growth YoY
- 1.2×
- 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 2024 · DOL Form 5500
$121,501,483 Top 8% higher than 92% 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
Schwegman Lundberg & Woessner, P.a. 401(k) 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. Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan sits mid-pack in the medium band (214 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan reported net income fell from $18M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan end-of-year assets rose from $109M in the plan year 2023 filing to $122M in the plan year 2024 filing.
- Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan reported participants fell from 220 in the plan year 2023 filing to 214 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 411765559 · Schwegman Lundberg & Woessner, P.a. PY 2024 · 401(k)
Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan · $122M · 214 · 92nd
- EBSA $122M
- EBSA 214
- EBSA 92nd
- EBSA 401(k)
- EBSA near Flushing Bank 401(k) Savings Plan
- EBSA ind #18731
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 →
Schwegman Lundberg & Woessner, P.a. 401(k) Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $109M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | $13M |
| Employer EIN | 411765559 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schwegman Lundberg & Woessner, P.a.)
Sponsor-wide plan assets over time
All Schwegman Lundberg & Woessner, P.a. plans reported in each filing year
- 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.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
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 Flushing Bank 401(k) Savings Plan in NY ($121M); by covered participants it is Premier Health Services, Inc. 401(k) Plan in DC (214 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- Flushing Bank 401(k) Savings Plan (NY) $121M · 476
- Martinrea Industries, Inc. Employee Savings and Investment Plan (MI) $121M · 3,212
- Qurate Retail Group 401(k) Retirement Savings Plan for Cornerstone Brands (PA) $122M · 1,131
- Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan (NY) $122M · 497
Similar participant headcount
Nearest other-state filings by covered participants (214 participants); asset peers above are excluded.
- Premier Health Services, Inc. 401(k) Plan (DC) 214 · 0 off
- Nationwide Studios 401(k) Plan (TN) 214 · 0 off
- Parsons Company, Inc. Profit Sharing and 401(k) Plan (IL) 214 · 0 off
- Dekker, Ltd. 401(k) Profit Sharing Plan (NM) 214 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.