Winona, MN Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Winona, MN has 31 loaded benefit plan(s) reported by 17 plan sponsor(s), with $1,356,566,498 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 31
- Plan sponsors
- 17
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,356,566,498
- Total reported liabilities (EOY)
- $14,554,197
- Total reported net assets (EOY)
- $1,342,012,301
Contributions & income
- Employer contributions
- $31,906,970
- Participant contributions
- $72,928,415
- Total income / additions
- $339,821,429
Expenses & distributions
- Benefits paid / distributions
- $89,958,554
- Total expenses
- $91,757,087
- Net increase / (decrease)
- $248,064,342
Coverage
- Total reported participants
- 40,742
- Plans with financial statements
- 18
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Winona, MN plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Fastenal Company & Subsidiaries 401(K) And Employee Stock Ownership Plan | Fastenal Company & Subsidiaries | $919,395,877 | 2023 |
| Miller Waste Mills, Inc. 401(K) Plan And Trust | Miller Waste Mills, Inc. | $114,819,562 | 2023 |
| Winona Health Employees' Retirement Plan | Winona Health Services | $88,736,530 | 2023 |
| Merchants Financial Group, Inc. 401(K) Savings Plan | Merchants Financial Group, Inc. | $60,073,091 | 2023 |
| Merchants Financial Group, Inc. Employee Stock Ownership Plan | Merchants Financial Group, Inc. | $45,394,098 | 2023 |
| Wnb 401(K) Plan | Wnb Holding Company | $26,159,838 | 2023 |
| Peerless Chain Company 401(K) Retirement Savings Plan | Peerless Chain Company | $25,082,154 | 2023 |
| Mississippi Welders Supply Co., Inc. 401(K) Profit Sharing Plan | Mississippi Welders Supply Co., Inc. | $16,735,280 | 2023 |
| Thern, Inc. Retirement Plan | Thern, Inc. | $11,360,757 | 2023 |
| Ronco Engineering Sales, Inc. Employee Stock Ownership Plan | Ronco Engineering Sales, Inc. | $11,111,520 | 2023 |
| Employee Stock Ownership Plan Of Winona Agency, Inc. | Winona Agency, Inc. | $9,067,001 | 2023 |
| Badger Foundry Company Pension Plan | Badger Foundry Company | $6,967,460 | 2023 |
| Home And Community Options, Inc. 401(K) Profit Sharing Plan | Home And Community Options, Inc. | $6,005,121 | 2023 |
| Ready Mix Drivers 401(K) Plan | Modern Ready Mix, Inc. | $5,762,518 | 2023 |
| Goodson Employee Stock Ownership Plan And Trust | Goodson Manufacturing Company | $5,699,014 | 2023 |
| 403(B) Thrift Plan For Hiawatha Valley Mental Health Center | Hiawatha Valley Mental Health Center | $3,888,399 | 2023 |
| R & S Corporation 401(K) Plan | R & S Corporation | $286,981 | 2023 |
| Builders & Contractors Supp Unemployment Ins Plan | Winona Mechanical | $21,297 | 2023 |
| Mississippi Welders Supply Co., Inc. Life & Disability Plan | Mississippi Welders Supply Co., Inc. | not reported in the loaded dataset | 2023 |
| Mississippi Welders Supply Co., Inc. Employee Medical Benefit Plan | Mississippi Welders Supply Co., Inc. | not reported in the loaded dataset | 2023 |
| Merchants Financial Group Employee Benefit Plan | Merchants Financial Group, Inc. | not reported in the loaded dataset | 2023 |
| Kito Americas - Peerless Chain Health & Wellness Plan | Peerless Industrial Group | not reported in the loaded dataset | 2023 |
| Fastenal Company & Subsidiaries Employee Benefits Plan | Fastenal Company | not reported in the loaded dataset | 2023 |
| Miller Waste Mills, Inc. Dba Rtp Company Health Insurance Plan | Miller Waste Mills, Inc. | not reported in the loaded dataset | 2023 |
| Miller Waste Mills, Inc. Dba Rtp Company Vision Plan | Miller Waste Mills, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Winona → · Winona plans by participants → · Winona plans with financial data → · Winona plans with provider compensation → · $1B+ plans in Winona →
Related Form 5500 pages
- All MN Form 5500 filings
- Fastenal Company & Subsidiaries 401(K) And Employee Stock Ownership Plan (plan 001)
- Fastenal Company & Subsidiaries — all reported plans
- Miller Waste Mills, Inc. 401(K) Plan And Trust (plan 001)
- Miller Waste Mills, Inc. — all reported plans
- Winona Health Employees' Retirement Plan (plan 001)
- Winona Health Services — all reported plans
- Merchants Financial Group, Inc. 401(K) Savings Plan (plan 002)
- Merchants Financial Group, Inc. — all reported plans
- Merchants Financial Group, Inc. Employee Stock Ownership Plan (plan 003)
- Wnb 401(K) Plan (plan 003)
- Wnb Holding Company — all reported plans
- Peerless Chain Company 401(K) Retirement Savings Plan (plan 004)
- Peerless Chain Company — all reported plans
- Mississippi Welders Supply Co., Inc. 401(K) Profit Sharing Plan (plan 001)
- Mississippi Welders Supply Co., Inc. — all reported plans
- Thern, Inc. Retirement Plan (plan 001)
- Thern, Inc. — all reported plans
- Ronco Engineering Sales, Inc. Employee Stock Ownership Plan (plan 001)
- Ronco Engineering Sales, Inc. — all reported plans
- Employee Stock Ownership Plan Of Winona Agency, Inc. (plan 002)
- Winona Agency, Inc. — all reported plans
- Badger Foundry Company Pension Plan (plan 001)
- Badger Foundry Company — all reported plans
- Home And Community Options, Inc. 401(K) Profit Sharing Plan (plan 001)
- Home And Community Options, Inc. — all reported plans
- Ready Mix Drivers 401(K) Plan (plan 001)
- Modern Ready Mix, Inc. — all reported plans
- Goodson Employee Stock Ownership Plan And Trust (plan 003)
- Goodson Manufacturing Company — all reported plans
- Methodology
- Data sources