ESOP · DOL Form 5500 · 2024

Winona Agency, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
52
Participants Small participant base
57th
Percentile by assets National rank
$201,936
Avg per participant Above avg balance/head
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Official DOL plan name: Employee Stock Ownership Plan of Winona Agency, Inc. · Sponsored by Winona Agency, Inc. · Minnesota · Finance & Insurance

$11M in assets, 52 participants

Winona Agency, Inc.'s Employee Stock Ownership Plan of Winona Agency, Inc. reported $11M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,479 in Finance & Insurance (8,549 peers)

Winona Agency, Inc. multi-year trail

Winona Agency, Inc.'s plans moved +26.3% in assets from 2022 to 2024; this filing shows Employee Stock Ownership Plan of Winona Agency, Inc. at $11M / 52 participants.

#3,479
in Finance & Insurance (8,549 peers)
+15.7%
assets growth YoY

Employee Stock Ownership Plan of Winona Agency, Inc.'s mid-pack asset rank among Finance & Insurance and all filers

Employee Stock Ownership Plan of Winona Agency, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,500,697 Top 43% higher than 57% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Employee Stock Ownership Plan of Winona Agency, Inc. among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Stock Ownership Plan of Winona Agency, Inc. is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employee Stock Ownership Plan of Winona Agency, Inc. end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Employee Stock Ownership Plan of Winona Agency, Inc. reported participants fell from 57 in the plan year 2023 filing to 52 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410902639 · Winona Agency, Inc. PY 2024 · ESOP

Employee Stock Ownership Plan of Winona Agency, Inc. · $11M · 52 · 57th

  • SCH $11M
  • SCH 52
  • SCH 57th
  • SCH ESOP
  • SCH near Tbg Partners Employee Stock Ownership Plan
  • SCH ind #3479

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 What is an ESOP? → · Plans in Minnesota →

Employee Stock Ownership Plan of Winona Agency, Inc. in the asset neighbourhood

The Nevell Group, Inc. Employee Stock Ownership PlanThe Nevell Group, Inc. Emplo…$11MEmployee Stock Ownership Plan of Winona Agency, Inc.Employee Stock Ownership Pla…$11MTbg Partners Employee Stock Ownership PlanTbg Partners Employee Stock …$11MStandard Heating & Air Conditioning Employee Stock Ownership PlanStandard Heating & Air Condi…$11MKumar & Associates, Inc. Employee Stock Ownership PlanKumar & Associates, Inc. Emp…$10M
End-of-year total assets ($M) among Employee Stock Ownership Plan of Winona Agency, Inc. and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Winona Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Winona Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 26.322776337392717% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.31M $10.5M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 53 $8M
2023 1 57 $9M
2024 1 52 $11M

Winona Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income$772K
Employer EIN410902639
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

Peer ESOP plans, same state, same plan type, ranked by total assets.

Employee Stock Ownership Plan of Winona Agency, Inc. vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Employee Stock Ownership Plan of Winona Agency, Inc., Total assets ($M): 10.500697 · Participants: 52Employee Stock Ownership Plan of Winona Agency, Inc.Andersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Employee Stock Ownership Plan of Winona Agency, Inc. vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Employee Stock Ownership Plan of Winona Agency, Inc. side-by-side with 3 peers →

Employee Stock Ownership Plan of Winona Agency, Inc.'s out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Tbg Partners Employee Stock Ownership Plan in TX ($11M); by covered participants it is Madison County Bank Employee Stock Ownership Plan in NE (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Employee Stock Ownership Plan of Winona Agency, Inc. assets move in 2024? ▼
Employee Stock Ownership Plan of Winona Agency, Inc. grew sharply - up 15.7% during 2024, from $9M to $11M. Reported net income was $772K.
How have Winona Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winona Agency, Inc.'s sponsor-wide assets grew 26.3%, from $8M to $11M.
Which ESOP plans are similar in size to Employee Stock Ownership Plan of Winona Agency, Inc.? ▼
Among ESOP plans in other states, the closest by assets is Tbg Partners Employee Stock Ownership Plan in TX ($11M, 104 participants).
Which ESOP plans cover a similar participant headcount to Employee Stock Ownership Plan of Winona Agency, Inc.? ▼
Among ESOP plans in other states, the closest by covered participants is Madison County Bank Employee Stock Ownership Plan in NE (52 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410902639.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.