401(k) · DOL Form 5500 · 2024

Winn Management Group LLC 401(k) Plan

Data updated 2026-08-25

$158M
Total assets Near avg plan size
3,593
Participants Above avg headcount
93rd
Percentile by assets National rank
$43,875
Avg per participant Low balance/head
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Official DOL plan name: Winn Management Group 401(k) Savings Plan · Sponsored by Winn Management Group LLC · Massachusetts · Real Estate

$158M in assets, 3,593 participants

Winn Management Group LLC's Winn Management Group 401(k) Savings Plan reported $158M in total assets and 3,593 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.

  • #4,517 in Real Estate (4,605 peers)

Coverage in Massachusetts

Winn Management Group 401(k) Savings Plan covers 3,593 participants in Massachusetts, 5.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $158M.

#4,517
in Real Estate (4,605 peers)
+14.5%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Winn Management Group 401(k) Savings Plan's outsized position by total assets

Winn Management Group 401(k) Savings Plan vs every filed plan by assets

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

$157,644,559 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

Winn Management Group 401(k) 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. Winn Management Group 401(k) Savings Plan lands in the large band (3,593 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Winn Management Group 401(k) Savings Plan end-of-year assets rose from $138M in the plan year 2023 filing to $158M in the plan year 2024 filing.
  • Winn Management Group 401(k) Savings Plan reported net income fell from $22M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Winn Management Group 401(k) Savings Plan reported participants rose from 3,310 in the plan year 2023 filing to 3,593 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042582550 · Winn Management Group LLC PY 2024 · 401(k)

Winn Management Group 401(k) Savings Plan · $158M · 3,593 · 93rd

  • PHOTO $158M
  • PHOTO 3,593
  • PHOTO 93rd
  • PHOTO 401(k)
  • PHOTO near 401(k) Plan for Employees of Fanduel Group, Inc. and Subsidiaries
  • PHOTO ind #4517

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 Real Estate retirement plans → · Plans in Massachusetts →

Winn Management Group 401(k) Savings Plan in the asset neighbourhood

Phrg Management LLC 401(k) Savings PlanPhrg Management LLC 401(k) S…$158M401(k) Plan for Employees of Fanduel Group, Inc. and Subsidiaries401(k) Plan for Employees of…$158MWinn Management Group 401(k) Savings PlanWinn Management Group 401(k)…$158MIrving 401(k) Plan$158MContinental Mills, Inc. 401 (K) Retirement Savings PlanContinental Mills, Inc. 401 …$158M
End-of-year total assets ($M) among Winn Management Group 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$138M
Net Assets (End of Year)$158M
Net Income$20M
Employer EIN042582550
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winn Management Group LLC)

Sponsor-wide plan assets over time

All Winn Management Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$158M 36.765368401143604% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $115M $158M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 3,144 $115M
2023 1 3,310 $138M
2024 1 3,593 $158M

Nearby 401(k) Plans in Massachusetts

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

Winn Management Group 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -10010203040 Total assets ($B) Participants Winn Management Group 401(k) Savings Plan, Total assets ($B): 0.157644559 · Participants: 3593Winn Management Group 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Winn Management Group 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Winn Management Group 401(k) Savings Plan side-by-side with 3 peers →

Winn Management Group 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is 401(k) Plan for Employees of Fanduel Group, Inc. and Subsidiaries in NY ($158M); by covered participants it is Ps Logistics 401(k) Plan in AL (3,593 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($158M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,593 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 Winn Management Group 401(k) Savings Plan assets move in 2024? ▼
Winn Management Group 401(k) Savings Plan grew at a solid clip - up 14.5% during 2024, from $138M to $158M. Reported net income was $20M.
How have Winn Management Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winn Management Group LLC's sponsor-wide assets grew 36.8%, from $115M to $158M.
Where does Winn Management Group 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Winn Management Group 401(k) Savings Plan 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 Winn Management Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Plan for Employees of Fanduel Group, Inc. and Subsidiaries in NY ($158M, 2,961 participants).
Which 401(k) plans cover a similar participant headcount to Winn Management Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ps Logistics 401(k) Plan in AL (3,593 participants, $21M 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 042582550.

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.