401(k) · DOL Form 5500 · 2023

Four Winds Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
108
Participants Small participant base
56th
Percentile by assets National rank
$82,919
Avg per participant Below avg balance/head
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Official DOL plan name: The Company Retirement Accumulation Plan · Sponsored by Four Winds Investments, Inc. · Texas · Professional & Technical Services

$9M in assets, 108 participants

Four Winds Investments, Inc.'s The Company Retirement Accumulation Plan reported $9M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,101 in Professional & Technical Services (20,321 peers)

Coverage in Texas

The Company Retirement Accumulation Plan covers 108 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#11,101
in Professional & Technical Services (20,321 peers)
-46.6%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Company Retirement Accumulation Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Company Retirement Accumulation Plan vs every filed plan by assets

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

$8,955,257 Top 44% higher than 56% 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

The Company Retirement Accumulation Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Company Retirement Accumulation Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Company Retirement Accumulation Plan reported net income fell from -$4M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
  • The Company Retirement Accumulation Plan end-of-year assets fell from $17M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Company Retirement Accumulation Plan reported participants rose from 102 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 760457453 · Four Winds Investments, Inc. PY 2023 · 401(k)

The Company Retirement Accumulation Plan · $9M · 108 · 56th

  • PHOTO $9M
  • IND 108
  • EOY 56th
  • 5500 401(k)
  • ASSETS near Trinity 401(k) Plan & Trust
  • PCT ind #11101

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 Texas →

The Company Retirement Accumulation Plan in the asset neighbourhood

The Company Retirement Accumulation PlanThe Company Retirement Accum…$9MTrinity 401(k) Plan & Trust$9MGpmf Holdings 401(k)$9M406 Ventures Management LLC 401(k) Plan406 Ventures Management LLC …$9MSkybeam, LLC Dba Rise Broadband 401(k) PlanSkybeam, LLC Dba Rise Broadb…$9M
End-of-year total assets ($M) among The Company Retirement Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$9M
Net Income-$8M
Employer EIN760457453
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Four Winds Investments, Inc.)

Sponsor-wide plan assets over time

All Four Winds Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 46.63629402528372% vs 2022
2023 filing year
$5M$10M$15M$20M 20222023 $16.8M $8.96M ▼ -46.6%
Year Plans Participants Total Assets
2022 1 102 $17M
2023 1 108 $9M

Nearby 401(k) Plans in Texas

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

The Company Retirement Accumulation Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Company Retirement Accumulation Plan, Total assets ($B): 0.008955257 · Participants: 108The Company Retirement Accumulation PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
The Company Retirement Accumulation Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Company Retirement Accumulation Plan side-by-side with 3 peers →

The Company Retirement Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Trinity 401(k) Plan & Trust in WA ($9M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 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 The Company Retirement Accumulation Plan assets move in 2023? ▼
The Company Retirement Accumulation Plan contracted severely - down 46.6% during 2023, from $17M to $9M. Reported net income was -$8M.
How have Four Winds Investments, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Four Winds Investments, Inc.'s sponsor-wide assets declined 46.6%, from $17M to $9M.
Which 401(k) plans are similar in size to The Company Retirement Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trinity 401(k) Plan & Trust in WA ($9M, 214 participants).
Which 401(k) plans cover a similar participant headcount to The Company Retirement Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 760457453.

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.