401(k) · DOL Form 5500 · 2022
Windrose Advisors, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $239,675
- Avg per participant Above avg balance/head
Official DOL plan name: Windrose 401(k) Plan · Sponsored by Windrose Advisors, LLC · Massachusetts · Finance & Insurance
$4M in assets, 15 participants
Windrose Advisors, LLC's Windrose 401(k) Plan reported $4M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #2,764 in Finance & Insurance (9,261 peers)
Windrose Advisors, LLC multi-year trail
Windrose Advisors, LLC's plans moved +57.2% in assets from 2022 to 2024; this filing shows Windrose 401(k) Plan at $4M / 15 participants.
- #2,764
- in Finance & Insurance (9,261 peers)
- +13.2%
- assets growth YoY
Windrose 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Windrose 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,595,130 44th percentile higher than 44% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Windrose 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windrose 401(k) Plan is a small filing (15 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 270558294 · Windrose Advisors, LLC PY 2022 · 401(k)
Windrose 401(k) Plan · $4M · 15 · 44th
- PHOTO $4M
- PHOTO 15
- PHOTO 44th
- PHOTO 401(k)
- PHOTO near Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees
- PHOTO ind #2764
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Windrose 401(k) Plan in the asset neighbourhood
Windrose Advisors, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Windrose Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 57.17737606150543% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $4M |
| 2023 | 1 | 17 | $4M |
| 2024 | 1 | 20 | $6M |
Windrose Advisors, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $418K |
| Employer EIN | 270558294 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Windrose 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees in MI ($4M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.