401(k) · DOL Form 5500 · 2023

Windmoeller & Hoelscher Corporation 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
65
Participants Small participant base
73rd
Percentile by assets National rank
$315,924
Avg per participant High balance/head
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Official DOL plan name: Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan · Sponsored by Windmoeller & Hoelscher Corporation · Rhode Island · Wholesale Trade

$21M in assets, 65 participants

Windmoeller & Hoelscher Corporation's Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan reported $21M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,424 in Wholesale Trade (6,309 peers)

Windmoeller & Hoelscher Corporation multi-year trail

Windmoeller & Hoelscher Corporation's plans moved +43.0% in assets from 2022 to 2024; this filing shows Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan at $21M / 65 participants.

#4,424
in Wholesale Trade (6,309 peers)
+17.5%
assets growth YoY

Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan's outsized position by total assets

Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,535,051 Top 27% higher than 73% 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

Windmoeller & Hoelscher Corporation 401(k) Profit Sharing 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. Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan reported participants fell from 66 in the plan year 2022 filing to 65 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 050374821 · Windmoeller & Hoelscher Corporation PY 2023 · 401(k)

Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan · $21M · 65 · 73rd

  • TYPE $21M
  • TYPE 65
  • TYPE 73rd
  • TYPE 401(k)
  • TYPE near Marlin Leasing Corporation 401(k) Profit Sharing Plan & Trust
  • TYPE ind #4424

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 Wholesale Trade retirement plans → · Plans in Rhode Island →

Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Windmoeller & Hoelscher Corporation 401(k) Profit Sharing PlanWindmoeller & Hoelscher Corp…$21MMarlin Leasing Corporation 401(k) Profit Sharing Plan & TrustMarlin Leasing Corporation 4…$21MLohmiller & Company 401(k) PlanLohmiller & Company 401(k) P…$21MDanville Metal Stamping Company, Inc. Employees' Savings PlanDanville Metal Stamping Comp…$21MSummer Consultants, Inc. 401(k) PlanSummer Consultants, Inc. 401…$21M
End-of-year total assets ($M) among Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Windmoeller & Hoelscher Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Windmoeller & Hoelscher Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$25M 42.95098653398146% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.5M $25M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 66 $17M
2023 1 65 $21M
2024 1 69 $25M

Windmoeller & Hoelscher Corporation filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN050374821
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.020535051 · Participants: 65Windmoeller & Hoelscher Corporation 401(k) Profit Sharing PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants

Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Marlin Leasing Corporation 401(k) Profit Sharing Plan & Trust in NJ ($21M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan assets move in 2023?
Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan grew sharply - up 17.5% during 2023, from $17M to $21M. Reported net income was $3M.
How have Windmoeller & Hoelscher Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Windmoeller & Hoelscher Corporation's sponsor-wide assets grew 43.0%, from $17M to $25M.
Which 401(k) plans are similar in size to Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Marlin Leasing Corporation 401(k) Profit Sharing Plan & Trust in NJ ($21M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 participants, N/A in assets).