401(k) · DOL Form 5500 · 2022

Windward Auto Group LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
78
Participants Small participant base
42nd
Percentile by assets National rank
$40,874
Avg per participant Low balance/head
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Official DOL plan name: Windward Auto Group LLC Retirement Savings Plan · Sponsored by Windward Auto Group LLC · Hawaii · Retail Trade

$3M in assets, 78 participants

Windward Auto Group LLC's Windward Auto Group LLC Retirement Savings Plan reported $3M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,853 in Retail Trade (9,519 peers)

Windward Auto Group LLC multi-year trail

Windward Auto Group LLC's plans moved +49.2% in assets from 2022 to 2024; this filing shows Windward Auto Group LLC Retirement Savings Plan at $3M / 78 participants.

#4,853
in Retail Trade (9,519 peers)
-16.1%
assets change YoY

The plan reported a net loss of $610K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Windward Auto Group LLC Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Windward Auto Group LLC Retirement Savings Plan vs every filed plan by assets

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

$3,188,169 42nd percentile higher than 42% 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

Windward Auto Group LLC Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windward Auto Group LLC Retirement Savings Plan is a small filing (78 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 862592113 · Windward Auto Group LLC PY 2022 · 401(k)

Windward Auto Group LLC Retirement Savings Plan · $3M · 78 · 42nd

  • SCH $3M
  • EBSA 78
  • PART 42nd
  • TYPE 401(k)
  • NET near Bassett Creek Services, Inc. 401(k) Plan
  • BOOK ind #4853

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 Retail Trade retirement plans → · Plans in Hawaii →

Windward Auto Group LLC Retirement Savings Plan in the asset neighbourhood

Windward Auto Group LLC Retirement Savings PlanWindward Auto Group LLC Reti…$3MBassett Creek Services, Inc. 401(k) PlanBassett Creek Services, Inc.…$3MSheridan Community Hospital 401(k) PlanSheridan Community Hospital …$3MCarlisle Medical, Inc. 401(k) Savings PlanCarlisle Medical, Inc. 401(k…$3MZ Line Kitchen and Bath LLC 401(k) Profit Sharing Plan and TrustZ Line Kitchen and Bath LLC …$3M
End-of-year total assets ($M) among Windward Auto Group LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Windward Auto Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Windward Auto Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 49.20046584732491% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.19M $4.76M ▲ +49.2%
Year Plans Participants Total Assets
2022 1 78 $3M
2023 1 166 $4M
2024 1 115 $5M

Windward Auto Group LLC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$610K
Employer EIN862592113
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

Windward Auto Group LLC Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Windward Auto Group LLC Retirement Savings Plan, Total assets ($B): 0.003188169 · Participants: 78Windward Auto Group LLC Retirement Savings PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.303213481 · Participants: 8104The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.679386573 · Participants: 2022Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.620580397 · Participants: 2630Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.459837917 · Participants: 856Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.456197903 · Participants: 2997Kamehameha Schools 401(k) Retirement Savings Plan
Windward Auto Group LLC Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Windward Auto Group LLC Retirement Savings Plan side-by-side with 3 peers →

Windward Auto Group LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Bassett Creek Services, Inc. 401(k) Plan in IL ($3M); by covered participants it is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Windward Auto Group LLC Retirement Savings Plan assets move in 2022? ▼
Windward Auto Group LLC Retirement Savings Plan declined sharply - down 16.1% during 2022, from $4M to $3M. Reported net income was -$610K.
How have Windward Auto Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Windward Auto Group LLC's sponsor-wide assets grew 49.2%, from $3M to $5M.
Which 401(k) plans are similar in size to Windward Auto Group LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bassett Creek Services, Inc. 401(k) Plan in IL ($3M, 185 participants).
Which 401(k) plans cover a similar participant headcount to Windward Auto Group LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 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 862592113.

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.