Profit Sharing · DOL Form 5500 · 2022

Windsong Capital Partners Inc. Profit Sharing Plan

Data updated 2026-08-25

$686K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$343,056
Avg per participant High balance/head
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Official DOL plan name: Windsong Capital Partners Inc. Retirement Plan · Sponsored by Windsong Capital Partners Inc. · Florida · Other Services

$686K in assets, 2 participants

Windsong Capital Partners Inc.'s Windsong Capital Partners Inc. Retirement Plan reported $686K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,687 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Windsong Capital Partners Inc. Retirement Plan ranks #3,687 of 8,398 2022 filers by assets (2925% of the sector average)-$686K for 2 participants.

#3,687
in Other Services (8,398 peers)
+15.6%
assets growth YoY

Windsong Capital Partners Inc. Retirement Plan among the smaller filed plans by assets

Windsong Capital Partners Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$686,111 21st percentile higher than 21% of 139,123 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 2022

Windsong Capital Partners Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windsong Capital Partners Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 821419575 · Windsong Capital Partners Inc. PY 2022 · Profit Sharing

Windsong Capital Partners Inc. Retirement Plan · $686K · 2 · 21st

  • VS-ST $686K
  • BOY 2
  • SCH 21st
  • EBSA Profit Sharing
  • PART near Kole S. Miller, Dds Profit Sharing Trust
  • TYPE ind #3687

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 Other Services retirement plans → · Plans in Florida →

Windsong Capital Partners Inc. Retirement Plan in the asset neighbourhood

Windsong Capital Partners Inc. Retirement PlanWindsong Capital Partners In…$686KKole S. Miller, Dds Profit Sharing TrustKole S. Miller, Dds Profit S…$686KRice Construction Company Profit Sharing Plan &trustRice Construction Company Pr…$686KAnswers Health Care, Inc. Retirement PlanAnswers Health Care, Inc. Re…$685KJjh Investments Inc. Retirement PlanJjh Investments Inc. Retirem…$687K
End-of-year total assets ($M) among Windsong Capital Partners Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$593K
Net Assets (End of Year)$686K
Net Income$93K
Employer EIN821419575
Plan Effective Date2017-05-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Windsong Capital Partners Inc.)

Sponsor-wide plan assets over time

All Windsong Capital Partners Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 46.334776734376796% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.69M $1M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 2 $686K
2023 1 2 $885K
2024 1 2 $1M

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Windsong Capital Partners Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Windsong Capital Partners Inc. Retirement Plan, Total assets ($B): 0.000686111 · Participants: 2Windsong Capital Partners Inc. Retirement PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Windsong Capital Partners Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Windsong Capital Partners Inc. Retirement Plan side-by-side with 3 peers →

Windsong Capital Partners Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Kole S. Miller, Dds Profit Sharing Trust in NY ($686K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Windsong Capital Partners Inc. Retirement Plan assets move in 2022? ▼
Windsong Capital Partners Inc. Retirement Plan grew sharply - up 15.6% during 2022, from $593K to $686K. Reported net income was $93K.
How have Windsong Capital Partners Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Windsong Capital Partners Inc.'s sponsor-wide assets grew 46.3%, from $686K to $1M.
Where does Windsong Capital Partners Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Windsong Capital Partners Inc. Retirement Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Windsong Capital Partners Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kole S. Miller, Dds Profit Sharing Trust in NY ($686K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Windsong Capital Partners Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 821419575.

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.