Profit Sharing · DOL Form 5500 · 2024

Windsong Capital Partners Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$502,010
Avg per participant High balance/head
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Official DOL plan name: Windsong Capital Partners Inc. Retirement Plan · Sponsored by Windsong Capital Partners Inc. · Florida · Other Services

$1M in assets, 2 participants

Windsong Capital Partners Inc.'s Windsong Capital Partners Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,634 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Windsong Capital Partners Inc. Retirement Plan ranks #3,634 of 7,719 2024 filers by assets (1999% of the sector average)-$1M for 2 participants.

#3,634
in Other Services (7,719 peers)
+13.5%
assets growth YoY

Windsong Capital Partners Inc. Retirement Plan among the smaller filed plans by assets

Windsong Capital Partners Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,004,019 23rd percentile higher than 23% of 123,620 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 2024

Windsong Capital Partners Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windsong Capital Partners Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Windsong Capital Partners Inc. Retirement Plan reported net income fell from $199K in the plan year 2023 filing to $119K in the plan year 2024 filing.
  • Windsong Capital Partners Inc. Retirement Plan end-of-year assets rose from $885K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 821419575 · Windsong Capital Partners Inc. PY 2024 · Profit Sharing

Windsong Capital Partners Inc. Retirement Plan · $1M · 2 · 23rd

  • BOY $1M
  • SCH 2
  • EBSA 23rd
  • PART Profit Sharing
  • TYPE near Pin Point Media 401(k)
  • NET ind #3634

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 Other Services retirement plans → · Plans in Florida →

Windsong Capital Partners Inc. Retirement Plan in the asset neighbourhood

Windsong Capital Partners Inc. Retirement PlanWindsong Capital Partners In…$1MPin Point Media 401(k)$1MAbby's Parkside Nursery & Florist Inc Profit Sharing PlanAbby's Parkside Nursery & Fl…$1MKendall Square Associates, Inc. Profit Sharing and Retirement TrustKendall Square Associates, I…$1MJorge Alberto Irizarry Vega, Md Retirement Plan TrustJorge Alberto Irizarry Vega,…$1M
End-of-year total assets ($M) among Windsong Capital Partners Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$885K
Net Assets (End of Year)$1M
Net Income$119K
Employer EIN821419575
Plan Effective Date2017-05-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Windsong Capital Partners Inc.)

Sponsor-wide plan assets over time

All Windsong Capital Partners Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 46.334776734376796% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.69M $1M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 2 $686K
2023 1 2 $885K
2024 1 2 $1M

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Windsong Capital Partners Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Windsong Capital Partners Inc. Retirement Plan, Total assets ($B): 0.001004019 · Participants: 2Windsong Capital Partners Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Windsong Capital Partners Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Windsong Capital Partners Inc. Retirement Plan side-by-side with 3 peers →

Windsong Capital Partners Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Pin Point Media 401(k) in NJ ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Windsong Capital Partners Inc. Retirement Plan assets move in 2024? ▼
Windsong Capital Partners Inc. Retirement Plan grew at a solid clip - up 13.5% during 2024, from $885K to $1M. Reported net income was $119K.
How have Windsong Capital Partners Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Windsong Capital Partners Inc.'s sponsor-wide assets grew 46.3%, from $686K to $1M.
Where does Windsong Capital Partners Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Windsong Capital Partners Inc. Retirement Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Windsong Capital Partners Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pin Point Media 401(k) in NJ ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Windsong Capital Partners Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 821419575.

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.