Plan Ledger DOL Form 5500 · updated monthly

Winnebago Industries, Inc.401(k)

WINNEBAGO INDUSTRIES, INC. PROFIT SHARING AND DEFERRED SAVINGS AND INVESTMENT PLAN · EDEN PRAIRIE, MN · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Winnebago Industries, Inc. reported $470,757 in plan administrative expenses for 2024: 0.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,773 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.12% to 0.14%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 106th-largest of 1,918 plans among Minnesota employers on file, and the 735th of 13,661 in manufacturing. In 2024, employees put in $1.69 for every $1.00 the employer contributed; active participation has shrunk from 7,370 to 5,314 since 2022.

Plan summary
Net assets, end of year$360,873,330
Participants with balances6,552
Active participants5,314
Employer contributions$14,736,268
Employee contributions$24,919,942
Employer contribution per active participant$2,773
Average account balance$55,078
Benefits paid to participants$53,886,478
Plan auditUnmodified (clean) audit opinion
AuditorDELOITTE & TOUCHE
Plan history3
Yearassets · accounts · employer contribution
2024$360.9M · 6,552 accts · $14.7M emplr
2023$334.1M · 7,190 accts · $14.4M emplr
2022$290.0M · 7,479 accts · $25.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$470,157
Total administrative$470,757
The Winnebago Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$2,773
Median for plans this size$4,294
2024$2,773 per active participant
2023$2,387 per active participant
2022$3,468 per active participant

Winnebago Industries, Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$470,156
QDRO CONSULTANTS · Consulting$600

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$470,757 · 0.14%
2023$498,250 · 0.16%
2022$375,638 · 0.12%
Same employer
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Toppan Merrill LLC MN$460.8M · 0.04%
Ablenet, Inc. MN$454.6M
Bio-Techne Corporation MN$377.7M · 0.09%
Diasorin Inc. MN$317.5M · 0.08%
Polaris Inc. MN$313.0M
Starkey Hearing Technologies MN$301.1M · 0.07%
Hormel Foods Corporation MN$291.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420802678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.