401(k) · DOL Form 5500 · 2022

Windy Ridge Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$261K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$261,216
Avg per participant Above avg balance/head
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Official DOL plan name: Windy Ridge Ventures Retirement Plan · Sponsored by Windy Ridge Ventures, Inc. · North Carolina · Construction

$261K in assets, 1 participants

Windy Ridge Ventures, Inc.'s Windy Ridge Ventures Retirement Plan reported $261K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,086 in Construction (9,927 peers)

Windy Ridge Ventures, Inc. multi-year trail

Windy Ridge Ventures, Inc.'s plans moved +43.1% in assets from 2022 to 2024; this filing shows Windy Ridge Ventures Retirement Plan at $261K / 1 participant.

#1,086
in Construction (9,927 peers)
$261K
reported net income

Windy Ridge Ventures Retirement Plan among the smaller filed plans by assets

Windy Ridge Ventures Retirement Plan vs every filed plan by assets

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

$261,216 13th percentile higher than 13% 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

Windy Ridge Ventures 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. Windy Ridge Ventures Retirement Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 881231391 · Windy Ridge Ventures, Inc. PY 2022 · 401(k)

Windy Ridge Ventures Retirement Plan · $261K · 1 · 13th

  • IND $261K
  • EOY 1
  • 5500 13th
  • ASSETS 401(k)
  • PCT near Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan
  • EIN ind #1086

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 Construction retirement plans → · Plans in North Carolina →

Windy Ridge Ventures Retirement Plan in the asset neighbourhood

Windy Ridge Ventures Retirement PlanWindy Ridge Ventures Retirem…$261KLeo Koenig, Inc. Salary Deferral and Profit Sharing PlanLeo Koenig, Inc. Salary Defe…$261KTitley Holdings, Inc. 401 (K) PlanTitley Holdings, Inc. 401 (K…$261KMast & Maine Inc. Retirement PlanMast & Maine Inc. Retirement…$261KHigh Crest Ventures, Inc. 401(k) Profit Sharing PlanHigh Crest Ventures, Inc. 40…$261K
End-of-year total assets ($M) among Windy Ridge Ventures Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Windy Ridge Ventures, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Windy Ridge Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$374K 43.086947200784024% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M$0.4M 202220232024 $0.26M $0.37M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 1 $261K
2023 1 1 $374K
2024 1 1 $374K

Windy Ridge Ventures, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$261K
Net Income$261K
Employer EIN881231391
Plan Effective Date2022-03-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Windy Ridge Ventures Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Windy Ridge Ventures Retirement Plan, Total assets ($B): 0.000261216 · Participants: 1Windy Ridge Ventures Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Windy Ridge Ventures Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Windy Ridge Ventures Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan in NY ($261K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 have Windy Ridge Ventures, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Windy Ridge Ventures, Inc.'s sponsor-wide assets grew 43.1%, from $261K to $374K.
Where does Windy Ridge Ventures Retirement Plan rank by assets among Form 5500 filers?
Windy Ridge Ventures Retirement Plan ranks in the 13th 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 401(k) plans are similar in size to Windy Ridge Ventures Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan in NY ($261K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Windy Ridge Ventures Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).