401(k) · DOL Form 5500 · 2024
Winn Management Group LLC 401(k) Plan
Data updated 2026-08-06
- $158M
- Total assets
- 3,593
- Participants
- 93rd
- Percentile by assets
- $43,875
- Avg per participant
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.
- 93rd percentile by assets (of 116,472 plans)
- #4,300 in Real Estate (4,388 peers)
Coverage in Massachusetts
Winn Management Group 401(k) Savings Plan covers 3,593 participants in Massachusetts, 5.6x the typical Massachusetts plan (state average ~641 per filing). Assets: $158M.
- $158M
- total plan assets (2024 EOY)
- 3,593
- covered participants
- 93rd
- percentile by assets (of 116,472 plans)
- $43,875
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Winn Management Group 401(k) Savings Plan reports 3,593 participants - 5.6x that state average ($158M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $138M |
|---|---|
| Net Assets (End of Year) | $158M |
| Net Income | $20M |
| Employer EIN | 042582550 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Winn Management Group LLC)
| 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
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Winn Management Group 401(k) Savings Plan by total assets, not by location.
- 401(k) Plan for Employees of Fanduel Group, Inc. and Subsidiaries (NY) $158M · 2,961
- Irving 401(k) Plan (ME) $158M · 1,570
- Continental Mills, Inc. 401 (K) Retirement Savings Plan (WA) $158M · 872
- Phrg Management LLC 401(k) Savings Plan (PA) $158M · 3,046
Frequently Asked Questions
How did Winn Management Group 401(k) Savings Plan assets move in 2024? ▼
How have Winn Management Group LLC plan assets changed over time? ▼
Where does Winn Management Group 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Winn Management Group 401(k) Savings Plan's numbers.
- By total assets, Winn Management Group 401(k) Savings Plan 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 Massachusetts. Compare plans
- Winn Management Group LLC's sponsor-wide assets have grown 36.8% since 2022 across 3 plan years on file. More Real Estate plans