401(k) · DOL Form 5500 · 2024
Winona Health Services 401(k) Plan
Data updated 2026-08-25
- $97M
- Total assets Below avg plan size
- 920
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $105,096
- Avg per participant Below avg balance/head
Official DOL plan name: Winona Health Employees' Retirement Plan · Sponsored by Winona Health Services · Minnesota · Healthcare & Social Assistance
$97M in assets, 920 participants
Winona Health Services's Winona Health Employees' Retirement Plan reported $97M in total assets and 920 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,454 in Healthcare & Social Assistance (16,916 peers)
Where Winona Health Employees' Retirement Plan sits by assets
Winona Health Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $97M for 920 participants (~$105,096/participant), up 9.0% in 2024.
- #15,454
- in Healthcare & Social Assistance (16,916 peers)
- +9.0%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Winona Health Employees' Retirement Plan's outsized position by total assets
Winona Health Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$96,688,018 Top 10% higher than 90% 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 Health Employees' 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 Health Employees' Retirement Plan sits mid-pack in the medium band (920 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Winona Health Employees' Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Winona Health Employees' Retirement Plan end-of-year assets rose from $89M in the plan year 2023 filing to $97M in the plan year 2024 filing.
- Winona Health Employees' Retirement Plan reported participants fell from 960 in the plan year 2023 filing to 920 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 410713914 · Winona Health Services PY 2024 · 401(k)
Winona Health Employees' Retirement Plan · $97M · 920 · 90th
- BOOK $97M
- BOOK 920
- BOOK 90th
- BOOK 401(k)
- BOOK near Fishawack Group 401(k) Plan
- BOOK ind #15454
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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →
Winona Health Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $97M |
| Net Income | $8M |
| Employer EIN | 410713914 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Winona Health Services)
Sponsor-wide plan assets over time
All Winona Health Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $97M 28.385478549187% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,242 | $75M |
| 2023 | 1 | 960 | $89M |
| 2024 | 1 | 920 | $97M |
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
Winona Health Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Fishawack Group 401(k) Plan in DC ($97M); by covered participants it is Baker Roofing Company 401(k) Plan in NC (920 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97M here).
- Fishawack Group 401(k) Plan (DC) $97M · 1,109
- Terrapower, LLC 401(k) Plan (WA) $97M · 550
- Pacific Maritime Association Qualified Deferred Compensation Plan (CA) $97M · 141
- White Castle 401(k) Retirement Savings Plan (OH) $97M · 1,862
Similar participant headcount
Nearest other-state filings by covered participants (920 participants); asset peers above are excluded.
- Baker Roofing Company 401(k) Plan (NC) 920 · 0 off
- Canal Barge Company, Inc. Employees' 401(k) Savings Plan (LA) 920 · 0 off
- Sage Automotive Interiors, Inc. 401(k) Plan (SC) 920 · 0 off
- Spartech LLC 401(k) Savings & Investment Plan (MO) 920 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.