401(k) · DOL Form 5500 · 2023
Windham Capital Management LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $735,585
- Avg per participant High balance/head
Official DOL plan name: Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Windham Capital Management LLC · Massachusetts · Finance & Insurance
$7M in assets, 9 participants
Windham Capital Management LLC's Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #3,159 in Finance & Insurance (8,869 peers)
2023 asset change
Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust grew sharply 15.1% in 2023 ($6M → $7M) for 9 participants.
- #3,159
- in Finance & Insurance (8,869 peers)
- +15.1%
- assets growth YoY
Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,620,267 Top 50% higher than 50% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $870K in the plan year 2023 filing.
- Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 11 in the plan year 2022 filing to 9 in the plan year 2023 filing.
- Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 043204704 · Windham Capital Management LLC PY 2023 · 401(k)
Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust · $7M · 9 · 50th
- NET $7M
- BOOK 9
- VS-ST 50th
- BOY 401(k)
- SCH near Marshack Hays Wood LLP 401(k) Profit Sharing Plan
- EBSA ind #3159
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 Massachusetts →
Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Windham Capital Management LLC years around the 2023 move
Sponsor-wide plan assets over time
All Windham Capital Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 1.5950265805880752% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $6M |
| 2023 | 1 | 9 | $7M |
| 2024 | 1 | 7 | $6M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $870K |
| Employer EIN | 043204704 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Windham Capital Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Marshack Hays Wood LLP 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.