401(k) · DOL Form 5500 · 2024

Winthrop & Weinstine, P.a. 401(k) Plan

Data updated 2026-08-06

$149M
Total assets: 297
Participants: 93rd
Percentile by assets: $502,334
Avg per participant

Official DOL plan name: Winthrop & Weinstine, P.a. 401(k) Plan & Trust · Sponsored by Winthrop & Weinstine, P.a. · Minnesota · Professional & Technical Services

$149M in assets, 297 participants

Winthrop & Weinstine, P.a.'s Winthrop & Weinstine, P.a. 401(k) Plan & Trust reported $149M in total assets and 297 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 116,472 plans)
#18,405 in Professional & Technical Services (19,542 peers)

Coverage in Minnesota

Winthrop & Weinstine, P.a. 401(k) Plan & Trust covers 297 participants in Minnesota, about 26% of the average Minnesota filer (state average ~1,161 per filing). Assets: $149M.

$149M
total plan assets (2024 EOY): 297
covered participants: 93rd
percentile by assets (of 116,472 plans): $502,334
avg assets per participant

Winthrop & Weinstine, P.a. 401(k) Plan & Trust end-of-year assets rose from $126M in the plan year 2023 filing to $149M in the plan year 2024 filing.
Winthrop & Weinstine, P.a. 401(k) Plan & Trust reported net income rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Winthrop & Weinstine, P.a. 401(k) Plan & Trust reported participants rose from 279 in the plan year 2023 filing to 297 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Minnesota

Industry

Professional & Technical Services

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Winthrop & Weinstine, P.a. 401(k) Plan & Trust reports 297 participants - about 26% of that state average ($149M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)	$126M
Net Assets (End of Year)	$149M
Net Income	$23M
Employer EIN	411722524
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Winthrop & Weinstine, P.a.)

Total plan assets by year, all Winthrop & Weinstine, P.a. plans on file

Year	Plans	Participants	Total Assets
2022	1	284	$106M
2023	1	279	$126M
2024	1	297	$149M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Winthrop & Weinstine, P.a. 401(k) Plan & Trust 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

Compare Winthrop & Weinstine, P.a. 401(k) Plan &… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Winthrop & Weinstine, P.a. 401(k) Plan & Trust by total assets, not by location.

Ykk 401(k) Retirement Plan (GA) $149M · 1,062
Enerpac Tool Group 401(k) Plan (WI) $149M · 546
Swbmg 401(k) Plan (CA) $149M · 185
Davis+Gilbert LLP Profit Sharing Retirement Plan (NY) $149M · 133

Frequently Asked Questions

How did Winthrop & Weinstine, P.a. 401(k) Plan & Trust assets move in 2024? ▼

Winthrop & Weinstine, P.a. 401(k) Plan & Trust grew sharply - up 18.3% during 2024, from $126M to $149M. Reported net income was $23M.

How have Winthrop & Weinstine, P.a. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Winthrop & Weinstine, P.a.'s sponsor-wide assets grew 41.2%, from $106M to $149M.

Where does Winthrop & Weinstine, P.a. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼

Winthrop & Weinstine, P.a. 401(k) Plan & Trust ranks in the 93rd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Winthrop & Weinstine, P.a. 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Ykk 401(k) Retirement Plan in GA ($149M, 1,062 participants).

Next read for Winthrop & Weinstine, P.a. 401(k) Plan &…

Filing takeaways

Ways to act on Winthrop & Weinstine, P.a. 401(k) Plan & Trust's numbers.

By total assets, Winthrop & Weinstine, P.a. 401(k) Plan & Trust 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
Winthrop & Weinstine, P.a.'s sponsor-wide assets have grown 41.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 411722524.