401(k) · DOL Form 5500 · 2024
Wintrust Financial Corporation 401(k) Plan
Data updated 2026-08-06
- $798M
- Total assets
- 5,395
- Participants
- 98th
- Percentile by assets
- $147,836
- Avg per participant
Official DOL plan name: Wintrust Financial Corporation Retirement Savings Plan · Sponsored by Wintrust Financial Corporation · Illinois · Finance & Insurance
$798M in assets, 5,395 participants
Wintrust Financial Corporation's Wintrust Financial Corporation Retirement Savings Plan reported $798M in total assets and 5,395 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 116,472 plans)
- #7,952 in Finance & Insurance (8,240 peers)
Coverage in Illinois
Wintrust Financial Corporation Retirement Savings Plan covers 5,395 participants in Illinois, 7.0x the typical Illinois plan (state average ~768 per filing). Assets: $798M.
- $798M
- total plan assets (2024 EOY)
- 5,395
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $147,836
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wintrust Financial Corporation Retirement Savings Plan reported net income rose from $87M in the plan year 2023 filing to $136M in the plan year 2024 filing.
- Wintrust Financial Corporation Retirement Savings Plan end-of-year assets rose from $661M in the plan year 2023 filing to $798M in the plan year 2024 filing.
- Wintrust Financial Corporation Retirement Savings Plan reported participants rose from 5,151 in the plan year 2023 filing to 5,395 in the plan year 2024 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 768 participants across 5,440 plans. Wintrust Financial Corporation Retirement Savings Plan reports 5,395 participants - 7.0x that state average ($798M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $661M |
|---|---|
| Net Assets (End of Year) | $798M |
| Net Income | $136M |
| Employer EIN | 363873352 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wintrust Financial Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,188 | $575M |
| 2023 | 1 | 5,151 | $661M |
| 2024 | 1 | 5,395 | $798M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Wintrust Financial Corporation Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Scale composition for Wintrust Financial Corporation Retirement Savings Plan
Wintrust Financial Corporation Retirement Savings Plan reports $798M in end-of-year assets across 5,395 participants (0.007% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.006% of 89,805,449 covered participants) - about $147,836 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was $136M.
This plan identity (EIN 363873352, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $575M to $798M (+38.8%) while covered participants moved from 5,188 to 5,395 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,188 | $575M | Open filing |
| 2023 | 5,151 | $661M | Open filing |
| 2024 · index core | 5,395 | $798M | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wintrust Financial Corporation Retirement Savings Plan by total assets, not by location.
- Williams-Sonoma, Inc. 401(k) Plan (CA) $798M · 18,752
- The 401(k) Retirement Plan of Heidelberg Materials US (TX) $798M · 4,902
- Waste Connections, Inc. 401(k) Profit Sharing Plan (TX) $799M · 16,709
- Medical Mutual of Ohio Employees' Retirement Savings Plan (OH) $799M · 3,049
Frequently Asked Questions
How did Wintrust Financial Corporation Retirement Savings Plan assets move in 2024? ▼
How have Wintrust Financial Corporation plan assets changed over time? ▼
Where does Wintrust Financial Corporation Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Wintrust Financial Corporation Retirement Savings Plan? ▼
Next read for Wintrust Financial Corporation Retiremen…
Filing takeaways
Ways to act on Wintrust Financial Corporation Retirement Savings Plan's numbers.
- By total assets, Wintrust Financial Corporation Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Wintrust Financial Corporation's sponsor-wide assets have grown 38.8% since 2022 across 3 plan years on file. More Finance & Insurance plans