401(k) · DOL Form 5500 · 2023

Windermere Real Estate Services Company 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
231
Participants Below avg headcount
77th
Percentile by assets National rank
$113,138
Avg per participant Below avg balance/head
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Official DOL plan name: The Windermere 401(k) Plan · Sponsored by Windermere Real Estate Services Company · Washington · Real Estate

$26M in assets, 231 participants

Windermere Real Estate Services Company's The Windermere 401(k) Plan reported $26M in total assets and 231 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,239 in Real Estate (4,727 peers)

Coverage in Washington

The Windermere 401(k) Plan covers 231 participants in Washington, about 16% of the average Washington filer (state average ~1,476 per filing). Assets: $26M.

#4,239
in Real Estate (4,727 peers)
+33.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

The Windermere 401(k) Plan vs every filed plan by assets

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

$26,134,992 Top 23% higher than 77% 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 Windermere 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. The Windermere 401(k) Plan sits mid-pack in the medium band (231 participants).

DOL schedule card

Filing strip 911218831 · Windermere Real Estate Services Company PY 2023 · 401(k)

The Windermere 401(k) Plan · $26M · 231 · 77th

  • PCT $26M
  • EIN 231
  • RANK 77th
  • PHOTO 401(k)
  • IND near Miller Welding & Machine Company 401(k) Profit Sharing Plan
  • EOY ind #4239

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 Real Estate retirement plans → · Plans in Washington →

The Windermere 401(k) Plan in the asset neighbourhood

Miller Welding & Machine Company 401(k) Profit Sharing PlanMiller Welding & Machine Com…$26MMontgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for AssociatesMontgomery, Mccracken, Walke…$26MThe Windermere 401(k) Plan$26MSsp America, Inc. 401(k) Savings PlanSsp America, Inc. 401(k) Sav…$26MDominion Technologies Group, Inc. Employees' Profit Sharing TrustDominion Technologies Group,…$26M
End-of-year total assets ($M) among The Windermere 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$1M
Employer EIN911218831
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Windermere Real Estate Services Company)

Sponsor-wide plan assets over time

All Windermere Real Estate Services Company plans reported in each filing year

Latest sponsor-wide plan assets
$28M 6.861260948539797% vs 2023
2024 filing year
$25M$26M$27M$28M$29M 20232024 $26.1M $27.9M ▲ +6.9%
Year Plans Participants Total Assets
2023 1 231 $26M
2024 1 216 $28M

Nearby 401(k) Plans in Washington

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

The Windermere 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants The Windermere 401(k) Plan, Total assets ($B): 0.026134992 · Participants: 231The Windermere 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
The Windermere 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare The Windermere 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Miller Welding & Machine Company 401(k) Profit Sharing Plan in PA ($26M); by covered participants it is Teacher Synergy LLC 401(k) Plan in NY (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Windermere 401(k) Plan assets move in 2023? ▼
The Windermere 401(k) Plan surged - up 33.0% during 2023, from $20M to $26M. Reported net income was $1M.
How have Windermere Real Estate Services Company plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Windermere Real Estate Services Company's sponsor-wide assets grew 6.9%, from $26M to $28M.
Where does The Windermere 401(k) Plan rank by assets among Form 5500 filers? ▼
The Windermere 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Windermere 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miller Welding & Machine Company 401(k) Profit Sharing Plan in PA ($26M, 319 participants).
Which 401(k) plans cover a similar participant headcount to The Windermere 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teacher Synergy LLC 401(k) Plan in NY (231 participants, N/A 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 911218831.

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.