401(k) · DOL Form 5500 · 2023

Windowrama Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
214
Participants Below avg headcount
71st
Percentile by assets National rank
$85,544
Avg per participant Below avg balance/head
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Official DOL plan name: Windowrama 401(k) Plan · Sponsored by Windowrama Enterprises, Inc. · New York · Retail Trade

$18M in assets, 214 participants

Windowrama Enterprises, Inc.'s Windowrama 401(k) Plan reported $18M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,852 in Retail Trade (8,414 peers)

Coverage in New York

Windowrama 401(k) Plan covers 214 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $18M.

#6,852
in Retail Trade (8,414 peers)
+9.1%
assets growth YoY

Windowrama 401(k) Plan's outsized position by total assets

Windowrama 401(k) Plan vs every filed plan by assets

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

$18,306,436 Top 29% higher than 71% 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

Windowrama 401(k) 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. Windowrama 401(k) Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Windowrama 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Windowrama 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Windowrama 401(k) Plan reported participants rose from 199 in the plan year 2022 filing to 214 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 112479299 · Windowrama Enterprises, Inc. PY 2023 · 401(k)

Windowrama 401(k) Plan · $18M · 214 · 71st

  • 5500 $18M
  • ASSETS 214
  • PCT 71st
  • EIN 401(k)
  • RANK near Grove Street Advisors 401(k) and Profit Sharing Plan
  • PHOTO ind #6852

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 Retail Trade retirement plans → · Plans in New York →

Windowrama 401(k) Plan in the asset neighbourhood

Windowrama 401(k) Plan$18MGrove Street Advisors 401(k) and Profit Sharing PlanGrove Street Advisors 401(k)…$18MVsolvit LLC 401(k) Profit Sharing PlanVsolvit LLC 401(k) Profit Sh…$18MCutter Automotive Galleries 401(k) Retirement Savings PlanCutter Automotive Galleries …$18MZoological Society of Cincinnati 401(k) Retirement PlanZoological Society of Cincin…$18M
End-of-year total assets ($M) among Windowrama 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN112479299
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Windowrama Enterprises, Inc.)

Sponsor-wide plan assets over time

All Windowrama Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 32.32259284533862% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.8M $22.2M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 199 $17M
2023 1 214 $18M
2024 1 195 $22M

Nearby 401(k) Plans in New York

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

Windowrama 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Windowrama 401(k) Plan, Total assets ($B): 0.018306436 · Participants: 214Windowrama 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Windowrama 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Windowrama 401(k) Plan side-by-side with 3 peers →

Windowrama 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Grove Street Advisors 401(k) and Profit Sharing Plan in MA ($18M); by covered participants it is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Windowrama 401(k) Plan assets move in 2023? ▼
Windowrama 401(k) Plan grew at a solid clip - up 9.1% during 2023, from $17M to $18M. Reported net income was $1M.
How have Windowrama Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Windowrama Enterprises, Inc.'s sponsor-wide assets grew 32.3%, from $17M to $22M.
Which 401(k) plans are similar in size to Windowrama 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grove Street Advisors 401(k) and Profit Sharing Plan in MA ($18M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Windowrama 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants, $7M 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 112479299.

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.