Money Purchase · DOL Form 5500 · 2023

Windes, Inc. Money Purchase Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
9
Participants Small participant base
59th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Windes, Inc. Money Purchase Pension Plan II · Sponsored by Windes, Inc. · California · Professional & Technical Services

$10M in assets, 9 participants

Windes, Inc.'s Windes, Inc. Money Purchase Pension Plan II reported $10M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,750 in Professional & Technical Services (20,321 peers)

Windes, Inc. multi-year trail

Windes, Inc.'s plans moved +21.1% in assets from 2022 to 2024; this filing shows Windes, Inc. Money Purchase Pension Plan II at $10M / 9 participants.

#11,750
in Professional & Technical Services (20,321 peers)
-2.5%
assets change YoY

The plan reported a net loss of $267K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Windes, Inc. Money Purchase Pension Plan II's mid-pack asset rank among Professional & Technical Services and all filers

Windes, Inc. Money Purchase Pension Plan II vs every filed plan by assets

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

$10,227,019 Top 41% higher than 59% 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

Windes, Inc. Money Purchase Pension Plan II among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windes, Inc. Money Purchase Pension Plan II is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Windes, Inc. Money Purchase Pension Plan II reported net income rose from -$8M in the plan year 2022 filing to -$267K in the plan year 2023 filing.
  • Windes, Inc. Money Purchase Pension Plan II reported participants fell from 11 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Windes, Inc. Money Purchase Pension Plan II end-of-year assets fell from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953001179 · Windes, Inc. PY 2023 · Money Purchase

Windes, Inc. Money Purchase Pension Plan II · $10M · 9 · 59th

  • TYPE $10M
  • TYPE 9
  • TYPE 59th
  • TYPE Money Purchase
  • TYPE near Madison Square Boys & Girls Club Pension Plan
  • TYPE ind #11750

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 Professional & Technical Services retirement plans → · Plans in California →

Windes, Inc. Money Purchase Pension Plan II in the asset neighbourhood

Marine Maintenance Staff Pension PlanMarine Maintenance Staff Pen…$10MMadison Square Boys & Girls Club Pension PlanMadison Square Boys & Girls …$10MWindes, Inc. Money Purchase Pension Plan IIWindes, Inc. Money Purchase …$10MSouthern Mississippi Planning and Development District Defined Contribution Pension PlanSouthern Mississippi Plannin…$10MBayou La Batre Area Health Development Board, Inc. MppBayou La Batre Area Health D…$10M
End-of-year total assets ($M) among Windes, Inc. Money Purchase Pension Plan II and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Windes, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Windes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 21.099769393495773% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $54.5M $66M ▲ +21.1%
Year Plans Participants Total Assets
2022 8 220 $54M
2023 8 267 $62M
2024 8 317 $66M

Windes, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$267K
Employer EIN953001179
Plan Effective Date2007-06-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Windes, Inc. Money Purchase Pension Plan II vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Windes, Inc. Money Purchase Pension Plan II, Total assets ($B): 0.010227019 · Participants: 9Windes, Inc. Money Purchase Pension Plan IIThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Windes, Inc. Money Purchase Pension Plan II vs. nearby Money Purchase plans in California, assets vs. participants
Compare Windes, Inc. Money Purchase Pension Plan II side-by-side with 3 peers →

Windes, Inc. Money Purchase Pension Plan II's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Madison Square Boys & Girls Club Pension Plan in NY ($10M); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Windes, Inc. Money Purchase Pension Plan II assets move in 2023? ▼
Windes, Inc. Money Purchase Pension Plan II edged down modestly - down 2.5% during 2023, from $10M to $10M. Reported net income was -$267K.
How have Windes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Windes, Inc.'s sponsor-wide assets grew 21.1%, from $54M to $66M.
Which Money Purchase plans are similar in size to Windes, Inc. Money Purchase Pension Plan II? ▼
Among Money Purchase plans in other states, the closest by assets is Madison Square Boys & Girls Club Pension Plan in NY ($10M, 107 participants).
Which Money Purchase plans cover a similar participant headcount to Windes, Inc. Money Purchase Pension Plan II? ▼
Among Money Purchase plans in other states, the closest by covered participants is Loberg & Loberg Money Purchase Plan in WI (9 participants, $2M 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 953001179.

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.