401(k) · DOL Form 5500 · 2022

Windsor House, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
1,026
Participants Near avg headcount
72nd
Percentile by assets National rank
$13,942
Avg per participant Low balance/head
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Official DOL plan name: Windsor House, Inc. 401(k) Savings Plan · Sponsored by Windsor House, Inc. · Ohio · Healthcare & Social Assistance

$14M in assets, 1,026 participants

Windsor House, Inc.'s Windsor House, Inc. 401(k) Savings Plan reported $14M in total assets and 1,026 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,300 in Healthcare & Social Assistance (20,060 peers)

Windsor House, Inc. multi-year trail

Windsor House, Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows Windsor House, Inc. 401(k) Savings Plan at $14M / 1,026 participants.

#15,300
in Healthcare & Social Assistance (20,060 peers)
-19.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Windsor House, Inc. 401(k) Savings Plan's outsized position by total assets

Windsor House, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$14,304,473 Top 28% higher than 72% 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

Windsor House, Inc. 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windsor House, Inc. 401(k) Savings Plan lands in the large band (1,026 participants).

DOL schedule card

Filing strip 340972320 · Windsor House, Inc. PY 2022 · 401(k)

Windsor House, Inc. 401(k) Savings Plan · $14M · 1,026 · 72nd

  • SCH $14M
  • EBSA 1,026
  • PART 72nd
  • TYPE 401(k)
  • NET near Pro Marketing, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #15300

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Windsor House, Inc. 401(k) Savings Plan in the asset neighbourhood

Family Health Center of Worcester, Inc. Retirement PlanFamily Health Center of Worc…$14MThe Citizens Bank 401(k) Plan$14MWitron Integrated Logistics, Inc. 401(k) PlanWitron Integrated Logistics,…$14MWindsor House, Inc. 401(k) Savings PlanWindsor House, Inc. 401(k) S…$14MPro Marketing, Inc. 401(k) Profit Sharing PlanPro Marketing, Inc. 401(k) P…$14M
End-of-year total assets ($M) among Windsor House, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Windsor House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Windsor House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 25.416546278915693% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.3M $17.9M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 1,026 $14M
2023 1 999 $16M
2024 1 1,150 $18M

Windsor House, Inc. filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$14M
Net Income-$4M
Employer EIN340972320
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Windsor House, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Windsor House, Inc. 401(k) Savings Plan, Total assets ($B): 0.014304473 · Participants: 1026Windsor House, Inc. 401(k) Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Windsor House, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Windsor House, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Windsor House, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Pro Marketing, Inc. 401(k) Profit Sharing Plan in GA ($14M); by covered participants it is Mindbody, Inc. 401-K Profit Sharing Plan in CA (1,026 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,026 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 Windsor House, Inc. 401(k) Savings Plan assets move in 2022? ▼
Windsor House, Inc. 401(k) Savings Plan declined sharply - down 19.9% during 2022, from $18M to $14M. Reported net income was -$4M.
How have Windsor House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Windsor House, Inc.'s sponsor-wide assets grew 25.4%, from $14M to $18M.
Which 401(k) plans are similar in size to Windsor House, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pro Marketing, Inc. 401(k) Profit Sharing Plan in GA ($14M, 529 participants).
Which 401(k) plans cover a similar participant headcount to Windsor House, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mindbody, Inc. 401-K Profit Sharing Plan in CA (1,026 participants, $81M 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 340972320.

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.