401(k) · DOL Form 5500 · 2023

Windsor House, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
999
Participants Near avg headcount
69th
Percentile by assets National rank
$16,147
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

$16M in assets, 999 participants

Windsor House, Inc.'s Windsor House, Inc. 401(k) Savings Plan reported $16M in total assets and 999 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,004 in Healthcare & Social Assistance (17,684 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 $16M / 999 participants.

#13,004
in Healthcare & Social Assistance (17,684 peers)
+12.8%
assets growth YoY

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 2023 · DOL Form 5500

$16,130,648 Top 31% higher than 69% 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

Windsor House, Inc. 401(k) Savings 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. Windsor House, Inc. 401(k) Savings Plan sits mid-pack in the medium band (999 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Windsor House, Inc. 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Windsor House, Inc. 401(k) Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Windsor House, Inc. 401(k) Savings Plan reported participants fell from 1,026 in the plan year 2022 filing to 999 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 340972320 · Windsor House, Inc. PY 2023 · 401(k)

Windsor House, Inc. 401(k) Savings Plan · $16M · 999 · 69th

  • IND $16M
  • EOY 999
  • 5500 69th
  • ASSETS 401(k)
  • PCT near Abnormal Security 401(k) Plan
  • EIN ind #13004

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

Windsor House, Inc. 401(k) Savings PlanWindsor House, Inc. 401(k) S…$16MAbnormal Security 401(k) Plan$16MAssociated Ophthalmologists, Ltd. Retirement PlanAssociated Ophthalmologists,…$16MThe Love Companies 401(k) PlanThe Love Companies 401(k) Pl…$16MWallick & Volk, Inc. 401(k) Profit Sharing Plan and TrustWallick & Volk, Inc. 401(k) …$16M
End-of-year total assets ($M) among Windsor House, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
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 -50510152025 Total assets ($B) Participants Windsor House, Inc. 401(k) Savings Plan, Total assets ($B): 0.016130648 · Participants: 999Windsor House, Inc. 401(k) Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings 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 Abnormal Security 401(k) Plan in CA ($16M); by covered participants it is Berlin Packaging L.L.C. 401(k) Plan in IL (999 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (999 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 Windsor House, Inc. 401(k) Savings Plan assets move in 2023? ▼
Windsor House, Inc. 401(k) Savings Plan grew at a solid clip - up 12.8% during 2023, from $14M to $16M. Reported net income was $2M.
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 Abnormal Security 401(k) Plan in CA ($16M, 505 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 Berlin Packaging L.L.C. 401(k) Plan in IL (999 participants, $138M 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 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.