401(k) · DOL Form 5500 · 2022

The Windacre Partnership LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
10
Participants Small participant base
63rd
Percentile by assets National rank
$912,339
Avg per participant High balance/head
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Official DOL plan name: Windacre 401(k) Retirement Plan · Sponsored by The Windacre Partnership LLC · Texas · Finance & Insurance

$9M in assets, 10 participants

The Windacre Partnership LLC's Windacre 401(k) Retirement Plan reported $9M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,301 in Finance & Insurance (9,261 peers)

The Windacre Partnership LLC multi-year trail

The Windacre Partnership LLC's plans moved +69.4% in assets from 2022 to 2024; this filing shows Windacre 401(k) Retirement Plan at $9M / 10 participants.

#4,301
in Finance & Insurance (9,261 peers)
+7.6%
assets growth YoY

Windacre 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Windacre 401(k) Retirement Plan vs every filed plan by assets

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

$9,123,389 Top 37% higher than 63% 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

Windacre 401(k) 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. Windacre 401(k) Retirement Plan is a micro filing (10 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 462439914 · The Windacre Partnership LLC PY 2022 · 401(k)

Windacre 401(k) Retirement Plan · $9M · 10 · 63rd

  • 5500 $9M
  • 5500 10
  • 5500 63rd
  • 5500 401(k)
  • 5500 near Ovare Group Inc. 401(k) Plan
  • 5500 ind #4301

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 Texas →

Windacre 401(k) Retirement Plan in the asset neighbourhood

Windacre 401(k) Retirement PlanWindacre 401(k) Retirement P…$9MOvare Group Inc. 401(k) Plan$9MNorwood Life Society Employees' Retirement PlanNorwood Life Society Employe…$9MT.C.T. 401(k) Profit Sharing PlanT.C.T. 401(k) Profit Sharing…$9MAlcora Corporation 401(k) PlanAlcora Corporation 401(k) Pl…$9M
End-of-year total assets ($M) among Windacre 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Windacre Partnership LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Windacre Partnership LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 69.41023779650303% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.12M $15.5M ▲ +69.5%
Year Plans Participants Total Assets
2022 1 10 $9M
2023 1 10 $12M
2024 1 10 $15M

The Windacre Partnership LLC filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$643K
Employer EIN462439914
Plan Effective Date2014-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Windacre 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Windacre 401(k) Retirement Plan, Total assets ($B): 0.009123389 · Participants: 10Windacre 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Windacre 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Windacre 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Ovare Group Inc. 401(k) Plan in KY ($9M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Windacre 401(k) Retirement Plan assets move in 2022? ▼
Windacre 401(k) Retirement Plan grew at a solid clip - up 7.6% during 2022, from $8M to $9M. Reported net income was $643K.
How have The Windacre Partnership LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Windacre Partnership LLC's sponsor-wide assets grew 69.4%, from $9M to $15M.
Which 401(k) plans are similar in size to Windacre 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ovare Group Inc. 401(k) Plan in KY ($9M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Windacre 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M 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 462439914.

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.