401(k) · DOL Form 5500 · 2023

Windward Consulting Group, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
46
Participants Small participant base
59th
Percentile by assets National rank
$219,790
Avg per participant Above avg balance/head
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Official DOL plan name: Windward Consulting Group, Inc. 401(k) Plan · Sponsored by Windward Consulting Group, Inc. · Virginia · Professional & Technical Services

$10M in assets, 46 participants

Windward Consulting Group, Inc.'s Windward Consulting Group, Inc. 401(k) Plan reported $10M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,672 in Professional & Technical Services (20,321 peers)

Windward Consulting Group, Inc. multi-year trail

Windward Consulting Group, Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows Windward Consulting Group, Inc. 401(k) Plan at $10M / 46 participants.

#11,672
in Professional & Technical Services (20,321 peers)
+4.4%
assets growth YoY

Windward Consulting Group, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Windward Consulting Group, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,110,352 Top 41% higher than 59% of 127,068 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 2023

Windward Consulting Group, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windward Consulting Group, Inc. 401(k) Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Windward Consulting Group, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $429K in the plan year 2023 filing.
  • Windward Consulting Group, Inc. 401(k) Plan reported participants fell from 52 in the plan year 2022 filing to 46 in the plan year 2023 filing.
  • Windward Consulting Group, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541853582 · Windward Consulting Group, Inc. PY 2023 · 401(k)

Windward Consulting Group, Inc. 401(k) Plan · $10M · 46 · 59th

  • NET $10M
  • NET 46
  • NET 59th
  • NET 401(k)
  • NET near Champion Industries, Inc. 401(k) Plan
  • NET ind #11672

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Windward Consulting Group, Inc. 401(k) Plan in the asset neighbourhood

Windward Consulting Group, Inc. 401(k) PlanWindward Consulting Group, I…$10MChampion Industries, Inc. 401(k) PlanChampion Industries, Inc. 40…$10MCdata Software, Inc. 401(k) PlanCdata Software, Inc. 401(k) …$10MHutchison, Inc. 401(k) Retirement Savings PlanHutchison, Inc. 401(k) Retir…$10MBitzer Scroll, Inc. 401(k) PlanBitzer Scroll, Inc. 401(k) P…$10M
End-of-year total assets ($M) among Windward Consulting Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Windward Consulting Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Windward Consulting Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 25.444382180605874% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.68M $12.1M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 52 $10M
2023 1 46 $10M
2024 1 42 $12M

Windward Consulting Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$429K
Employer EIN541853582
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Windward Consulting Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Windward Consulting Group, Inc. 401(k) Plan, Total assets ($B): 0.010110352 · Participants: 46Windward Consulting Group, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Windward Consulting Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Windward Consulting Group, Inc. 401(k) Plan side-by-side with 3 peers →

Windward Consulting Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Champion Industries, Inc. 401(k) Plan in WV ($10M); by covered participants it is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Windward Consulting Group, Inc. 401(k) Plan assets move in 2023? ▼
Windward Consulting Group, Inc. 401(k) Plan edged up modestly - up 4.4% during 2023, from $10M to $10M. Reported net income was $429K.
How have Windward Consulting Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Windward Consulting Group, Inc.'s sponsor-wide assets grew 25.4%, from $10M to $12M.
Which 401(k) plans are similar in size to Windward Consulting Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Champion Industries, Inc. 401(k) Plan in WV ($10M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Windward Consulting Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541853582.

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.