Wintrust Financial 401(k) plan

Wintrust Financial Corporation, Rosemont, IL. EIN 36-3873352. Annual reports 2009–2024. Also filed as Wintrust Financial Corp.; Wintrust Financial Corporaton.

Wintrust Financial Corporation has one active retirement plan on file, the Wintrust Financial Corporation Retirement Savings Plan, with 7,016 participants and $798 million in assets in 2024. Empower is its recordkeeper. No traditional pension plan appears in Wintrust Financial's filings since 2009.

Active plans: 1
Participants: 7,016
Plan assets: $798 million
401(k) recordkeeper: Empower
Plans on file: 1
Industry: Finance and insurance

The plan

Wintrust Financial Corporation Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 36-3873352
Participants (2024): 7,016
Net assets (2024): $798 million
Recordkeeper: EmpowerEarlier: John Hancock (2015–2023), New York Life Investment Management (2012–2014), Alliance Benefit Group (2009–2011)
Plan administrator: Wintrust Financial Corporation
9700 West Higgins Road
Rosemont, IL 60018
(847) 939-9000As filed for 2024
In effect since: January 1, 1994

Plans merged into this one: Wintrust Mortgage Retirement Savings Plan (2020).

Earlier sponsor: Wintrust Financial Corporaton (2023).

Earlier plan names: Wintrust Financial Corp. Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,016	$798 million	Empower
2023	6,508	$661 million	John Hancock
2022	6,559	$575 million	John Hancock
2021	6,535	$651 million	John Hancock
2020	6,349	$541 million	John Hancock
2019	4,897	$402 million	John Hancock
2018	4,366	$312 million	John Hancock
2017	3,933	$315 million	John Hancock
2016	3,714	$256 million	John Hancock
2015	3,581	$223 million	John Hancock
2014	3,161	$203 million	New York Life Investment Management
2013	2,938	$182 million	New York Life Investment Management
2012	2,747	$142 million	New York Life Investment Management
2011	2,503	$118 million	Alliance Benefit Group
2010	2,160	$110 million	Alliance Benefit Group
2009	3,796	$92.1 million	Alliance Benefit Group

If you had money in one of these plans

Call Empower (empower.com), which runs the Wintrust Financial Corporation Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((847) 939-9000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Wintrust Financial Corporation Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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