401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$149M
Total assets Near avg plan size
297
Participants Below avg headcount
93rd
Percentile by assets National rank
$502,334
Avg per participant High balance/head
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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.

  • #18,978 in Professional & Technical Services (20,173 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 ~1,126 per filing). Assets: $149M.

#18,978
in Professional & Technical Services (20,173 peers)
+18.3%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Winthrop & Weinstine, P.a. 401(k) Plan & Trust's outsized position by total assets

Winthrop & Weinstine, P.a. 401(k) Plan & Trust vs every filed plan by assets

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

$149,193,254 Top 7% higher than 93% 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

Winthrop & Weinstine, P.a. 401(k) Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winthrop & Weinstine, P.a. 401(k) Plan & Trust sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 411722524 · Winthrop & Weinstine, P.a. PY 2024 · 401(k)

Winthrop & Weinstine, P.a. 401(k) Plan & Trust · $149M · 297 · 93rd

  • RANK $149M
  • PHOTO 297
  • IND 93rd
  • EOY 401(k)
  • 5500 near Ykk 401(k) Retirement Plan
  • ASSETS ind #18978

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Winthrop & Weinstine, P.a. 401(k) Plan & Trust in the asset neighbourhood

Davis+Gilbert LLP Profit Sharing Retirement PlanDavis+Gilbert LLP Profit Sha…$149MWinthrop & Weinstine, P.a. 401(k) Plan & TrustWinthrop & Weinstine, P.a. 4…$149MYkk 401(k) Retirement Plan$149MEnerpac Tool Group 401(k) PlanEnerpac Tool Group 401(k) Pl…$149MSwbmg 401(k) Plan$149M
End-of-year total assets ($M) among Winthrop & Weinstine, P.a. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$126M
Net Assets (End of Year)$149M
Net Income$23M
Employer EIN411722524
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Winthrop & Weinstine, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$149M 41.20134673182703% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $106M $149M ▲ +41.2%
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 Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Winthrop & Weinstine, P.a. 401(k) Plan & Trust, Total assets ($B): 0.149193254 · Participants: 297Winthrop & Weinstine, P.a. 401(k) Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Winthrop & Weinstine, P.a. 401(k) Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Winthrop & Weinstine, P.a. 401(k) Plan & Trust side-by-side with 3 peers →

Winthrop & Weinstine, P.a. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Ykk 401(k) Retirement Plan in GA ($149M); by covered participants it is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($149M here).

Similar participant headcount

Nearest other-state filings by covered participants (297 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 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 123,622 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).
Which 401(k) plans cover a similar participant headcount to Winthrop & Weinstine, P.a. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants, $35M 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 411722524.

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.