401(k) · DOL Form 5500 · 2024
Winona Health Services 401(k) Plan
Data updated 2026-08-11
- $97M
- Total assets
- 920
- Participants
- 90th
- Percentile by assets
- $105,096
- Avg per participant
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.
- 90th percentile by assets (of 123,622 plans)
- #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.
- $97M
- total plan assets (2024 EOY)
- 920
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $105,096
- avg assets per participant
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.
Winona Health Employees' Retirement Plan vs the 2024 asset distribution
By assets, Winona Health Employees' Retirement Plan outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
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)
| 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.
Winona Health Employees' Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Winona Health Employees' Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Winona Health Employees' Retirement Plan assets move in 2024? ▼
How have Winona Health Services plan assets changed over time? ▼
Where does Winona Health Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Winona Health Employees' Retirement Plan? ▼
Next read for Winona Health Employees' Retirement Plan
Scale reading
Ways to act on Winona Health Employees' Retirement Plan's numbers.
- By total assets, Winona Health Employees' Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- Winona Health Services's sponsor-wide assets have grown 28.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans