401(k) · DOL Form 5500 · 2024
Wintrust Financial Corporation 401(k) Plan
Data updated 2026-08-25
- $798M
- Total assets Above avg plan size
- 5,395
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $147,836
- Avg per participant Above avg balance/head
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.
- #8,250 in Finance & Insurance (8,549 peers)
Coverage in Illinois
Wintrust Financial Corporation Retirement Savings Plan covers 5,395 participants in Illinois, 6.9x the typical Illinois plan (state average ~779 per filing). Assets: $798M.
- #8,250
- in Finance & Insurance (8,549 peers)
- +20.6%
- assets growth YoY
- 8.0×
- vs typical plan assets (national mean)
Wintrust Financial Corporation Retirement Savings Plan's outsized position by total assets
Wintrust Financial Corporation Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$797,574,079 Top 2% higher than 98% 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
Wintrust Financial Corporation Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wintrust Financial Corporation Retirement Savings Plan lands in the large band (5,395 participants).
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.
Plan-year Form 5500 strip
Filing strip 363873352 · Wintrust Financial Corporation PY 2024 · 401(k)
Wintrust Financial Corporation Retirement Savings Plan · $798M · 5,395 · 98th
- 5500 $798M
- ASSETS 5,395
- PCT 98th
- EIN 401(k)
- RANK near Williams-Sonoma, Inc. 401(k) Plan
- PHOTO ind #8250
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 Finance & Insurance retirement plans → · Plans in Illinois →
Wintrust Financial Corporation Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Wintrust Financial Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $798M 38.75038476605147% vs 2022
- 2024 filing year
| 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.
- 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 (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 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 |
Wintrust Financial Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Williams-Sonoma, Inc. 401(k) Plan in CA ($798M); by covered participants it is Bwxt Thrift Plan in VA (5,394 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($798M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,395 participants); asset peers above are excluded.
- Bwxt Thrift Plan (VA) 5,394 · 1 off
- Excel Group 401(k) Savings Plan (LA) 5,400 · 5 off
- Costar Realty Information, Inc. 401(k) Retirement Plan (VA) 5,390 · 5 off
- Illumina, Inc. 401(k) Plan (CA) 5,389 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.