401(k) · DOL Form 5500 · 2022
Leeward Management Services, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 185
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $82,243
- Avg per participant Below avg balance/head
Official DOL plan name: Leeward Management Services, LLC 401(k) Plan · Sponsored by Leeward Management Services, LLC · Texas · Finance & Insurance
$15M in assets, 185 participants
Leeward Management Services, LLC's Leeward Management Services, LLC 401(k) Plan reported $15M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,351 in Finance & Insurance (9,261 peers)
Coverage in Texas
Leeward Management Services, LLC 401(k) Plan covers 185 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $15M.
- #5,351
- in Finance & Insurance (9,261 peers)
- -1.9%
- assets change YoY
The plan reported a net loss of $297K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Leeward Management Services, LLC 401(k) Plan's outsized position by total assets
Leeward Management Services, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,214,972 Top 27% higher than 73% 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
Leeward Management Services, LLC 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leeward Management Services, LLC 401(k) Plan sits mid-pack in the medium band (185 participants).
Published 5500 schedule card
Filing strip 270816762 · Leeward Management Services, LLC PY 2022 · 401(k)
Leeward Management Services, LLC 401(k) Plan · $15M · 185 · 73rd
- BOOK $15M
- BOOK 185
- BOOK 73rd
- BOOK 401(k)
- BOOK near Lake Shore Savings Bank 401(k) Savings Plan
- BOOK ind #5351
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 →
Leeward Management Services, LLC 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$297K |
| Employer EIN | 270816762 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Leeward Management Services, LLC)
Sponsor-wide plan assets over time
All Leeward Management Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 136.23630066489773% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 185 | $15M |
| 2023 | 1 | 249 | $24M |
| 2024 | 1 | 319 | $36M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Leeward Management Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Lake Shore Savings Bank 401(k) Savings Plan in NY ($15M); by covered participants it is Brew City Pizza, Inc. Retirement Plan in WI (185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Lake Shore Savings Bank 401(k) Savings Plan (NY) $15M · 102
- California Institute of Integral Studies Retirement Plan (CA) $15M · 243
- Forward Bank 401(k) Plan (WI) $15M · 153
- Mintz Group LLC 401(k) Savings Plan (NY) $15M · 126
Similar participant headcount
Nearest other-state filings by covered participants (185 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.