401(k) · DOL Form 5500 · 2023

Windsor Capital Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
531
Participants Below avg headcount
49th
Percentile by assets National rank
$11,744
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Windsor Capital Group 401(k) Savings Program · Sponsored by Windsor Capital Group, Inc. · California · Food Services & Accommodation

$6M in assets, 531 participants

Windsor Capital Group, Inc.'s Windsor Capital Group 401(k) Savings Program reported $6M in total assets and 531 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,089 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Windsor Capital Group 401(k) Savings Program ranks #3,089 of 3,828 2023 filers by assets (314% of the sector average)-$6M for 531 participants.

#3,089
in Food Services & Accommodation (3,828 peers)
+5.0%
assets growth YoY

Windsor Capital Group 401(k) Savings Program's mid-pack asset rank among Food Services & Accommodation and all filers

Windsor Capital Group 401(k) Savings Program vs every filed plan by assets

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

$6,236,060 49th percentile higher than 49% 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 Capital Group 401(k) Savings Program 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 Capital Group 401(k) Savings Program sits mid-pack in the medium band (531 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Windsor Capital Group 401(k) Savings Program reported net income rose from -$2M in the plan year 2022 filing to $297K in the plan year 2023 filing.
  • Windsor Capital Group 401(k) Savings Program reported participants rose from 445 in the plan year 2022 filing to 531 in the plan year 2023 filing.
  • Windsor Capital Group 401(k) Savings Program end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841122146 · Windsor Capital Group, Inc. PY 2023 · 401(k)

Windsor Capital Group 401(k) Savings Program · $6M · 531 · 49th

  • BOOK $6M
  • VS-ST 531
  • BOY 49th
  • SCH 401(k)
  • EBSA near Tampa Bay Downs 401(k) Savings Plan
  • PART ind #3089

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 Food Services & Accommodation retirement plans → · Plans in California →

Windsor Capital Group 401(k) Savings Program in the asset neighbourhood

Windsor Capital Group 401(k) Savings ProgramWindsor Capital Group 401(k)…$6MTampa Bay Downs 401(k) Savings PlanTampa Bay Downs 401(k) Savin…$6MBay Resource Corporation RetirementBay Resource Corporation Ret…$6MCaresave Technologies Inc 401(k) Profit Sharing Plan & TrustCaresave Technologies Inc 40…$6MHydy 401(k) Plan$6M
End-of-year total assets ($M) among Windsor Capital Group 401(k) Savings Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$297K
Employer EIN841122146
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Windsor Capital Group, Inc.)

Sponsor-wide plan assets over time

All Windsor Capital Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 6.939747424208825% vs 2022
2024 filing year
$5.8M$6M$6.2M$6.4M 202220232024 $5.94M $6.35M ▲ +6.9%
Year Plans Participants Total Assets
2022 1 445 $6M
2023 1 531 $6M
2024 1 628 $6M

Nearby 401(k) Plans in California

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

Windsor Capital Group 401(k) Savings Program vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Windsor Capital Group 401(k) Savings Program, Total assets ($B): 0.00623606 · Participants: 531Windsor Capital Group 401(k) Savings ProgramWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Windsor Capital Group 401(k) Savings Program vs. nearby 401(k) plans in California, assets vs. participants
Compare Windsor Capital Group 401(k) Savings Program side-by-side with 3 peers →

Windsor Capital Group 401(k) Savings Program's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tampa Bay Downs 401(k) Savings Plan in FL ($6M); by covered participants it is Rag & Bone Industries, LLC 401(k) Plan in NY (531 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (531 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 Capital Group 401(k) Savings Program assets move in 2023? ▼
Windsor Capital Group 401(k) Savings Program grew at a solid clip - up 5.0% during 2023, from $6M to $6M. Reported net income was $297K.
How have Windsor Capital Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Windsor Capital Group, Inc.'s sponsor-wide assets grew 6.9%, from $6M to $6M.
Which 401(k) plans are similar in size to Windsor Capital Group 401(k) Savings Program? ▼
Among 401(k) plans in other states, the closest by assets is Tampa Bay Downs 401(k) Savings Plan in FL ($6M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Windsor Capital Group 401(k) Savings Program? ▼
Among 401(k) plans in other states, the closest by covered participants is Rag & Bone Industries, LLC 401(k) Plan in NY (531 participants, $13M 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 841122146.

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.