401(k) · DOL Form 5500 · 2023

Windward Auto Group LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
166
Participants Small participant base
41st
Percentile by assets National rank
$25,234
Avg per participant Low balance/head
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Official DOL plan name: Windward Auto Group LLC Retirement Savings Plan · Sponsored by Windward Auto Group LLC · Hawaii · Retail Trade

$4M in assets, 166 participants

Windward Auto Group LLC's Windward Auto Group LLC Retirement Savings Plan reported $4M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,370 in Retail Trade (8,414 peers)

Coverage in Hawaii

Windward Auto Group LLC Retirement Savings Plan covers 166 participants in Hawaii, about 44% of the average Hawaii filer (state average ~380 per filing). Assets: $4M.

#4,370
in Retail Trade (8,414 peers)
+31.4%
assets growth YoY

Windward Auto Group LLC Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Windward Auto Group LLC Retirement Savings Plan vs every filed plan by assets

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

$4,188,889 41st percentile higher than 41% 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

Windward Auto Group LLC Retirement 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. Windward Auto Group LLC Retirement Savings Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Windward Auto Group LLC Retirement Savings Plan reported net income rose from -$610K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Windward Auto Group LLC Retirement Savings Plan reported participants rose from 78 in the plan year 2022 filing to 166 in the plan year 2023 filing.
  • Windward Auto Group LLC Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 862592113 · Windward Auto Group LLC PY 2023 · 401(k)

Windward Auto Group LLC Retirement Savings Plan · $4M · 166 · 41st

  • EIN $4M
  • EIN 166
  • EIN 41st
  • EIN 401(k)
  • EIN near Best Choice Products 401(k) Plan
  • EIN ind #4370

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 Hawaii →

Windward Auto Group LLC Retirement Savings Plan in the asset neighbourhood

Windward Auto Group LLC Retirement Savings PlanWindward Auto Group LLC Reti…$4MBest Choice Products 401(k) PlanBest Choice Products 401(k) …$4MVisual Marking Systems, Inc. 401(k) Retirement PlanVisual Marking Systems, Inc.…$4MVet Pride Services, Inc. 401(k) PlanVet Pride Services, Inc. 401…$4MCmd Southern Corporation 401(k) PlanCmd Southern Corporation 401…$4M
End-of-year total assets ($M) among Windward Auto Group LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN862592113
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Windward Auto Group LLC)

Sponsor-wide plan assets over time

All Windward Auto Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 49.20046584732491% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.19M $4.76M ▲ +49.2%
Year Plans Participants Total Assets
2022 1 78 $3M
2023 1 166 $4M
2024 1 115 $5M

Nearby 401(k) Plans in Hawaii

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

Windward Auto Group LLC Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Windward Auto Group LLC Retirement Savings Plan, Total assets ($B): 0.004188889 · Participants: 166Windward Auto Group LLC Retirement Savings PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.628724442 · Participants: 8612The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.75887371 · Participants: 2094Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.68477192 · Participants: 2679Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.582282026 · Participants: 1021Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.557808033 · Participants: 2460Kamehameha Schools 401(k) Retirement Savings Plan
Windward Auto Group LLC Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Windward Auto Group LLC Retirement Savings Plan side-by-side with 3 peers →

Windward Auto Group LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Best Choice Products 401(k) Plan in CA ($4M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Windward Auto Group LLC Retirement Savings Plan assets move in 2023? ▼
Windward Auto Group LLC Retirement Savings Plan surged - up 31.4% during 2023, from $3M to $4M. Reported net income was $1M.
How have Windward Auto Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Windward Auto Group LLC's sponsor-wide assets grew 49.2%, from $3M to $5M.
Which 401(k) plans are similar in size to Windward Auto Group LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Best Choice Products 401(k) Plan in CA ($4M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Windward Auto Group LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 862592113.

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.