401(k) · DOL Form 5500 · 2022

Windham Capital Management LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
11
Participants Small participant base
53rd
Percentile by assets National rank
$522,750
Avg per participant High balance/head
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Official DOL plan name: Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Windham Capital Management LLC · Massachusetts · Finance & Insurance

$6M in assets, 11 participants

Windham Capital Management LLC's Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,474 in Finance & Insurance (9,261 peers)

2022 asset change

Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust declined sharply 22.9% in 2022 ($7M → $6M) for 11 participants.

#3,474
in Finance & Insurance (9,261 peers)
-22.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,750,249 Top 47% higher than 53% 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

Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust is a small filing (11 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 043204704 · Windham Capital Management LLC PY 2022 · 401(k)

Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust · $6M · 11 · 53rd

  • PCT $6M
  • PCT 11
  • PCT 53rd
  • PCT 401(k)
  • PCT near Sca 401(k) Plan
  • PCT ind #3474

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 →

Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Windham Capital Management LLC 401(k) Profit Sharing Plan & TrustWindham Capital Management L…$6MSca 401(k) Plan$6MBiocodex, Inc. 401(k) Plan$6MChargebee 401(k) Plan$6MPrime Communications, Inc. 401(k) PlanPrime Communications, Inc. 4…$6M
End-of-year total assets ($M) among Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Windham Capital Management LLC years around the 2022 move

Sponsor-wide plan assets over time

All Windham Capital Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 1.5950265805880752% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $5.75M $5.84M ▲ +1.6%
Year Plans Participants Total Assets
2022 1 11 $6M
2023 1 9 $7M
2024 1 7 $6M

2022 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN043204704
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005750249 · Participants: 11Windham Capital Management LLC 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Sca 401(k) Plan in OH ($6M); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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.

Frequently Asked Questions

How did Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust declined sharply - down 22.9% during 2022, from $7M to $6M. Reported net income was -$2M.
How have Windham Capital Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Windham Capital Management LLC's sponsor-wide assets grew 1.6%, from $6M to $6M.
Which 401(k) plans are similar in size to Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sca 401(k) Plan in OH ($6M, 1,241 participants).
Which 401(k) plans cover a similar participant headcount to Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants, $625K 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 043204704.

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.