Money Purchase · DOL Form 5500 · 2023

Windes, Inc. Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
49
Participants Small participant base
32nd
Percentile by assets National rank
$45,735
Avg per participant Low balance/head
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Official DOL plan name: Windes, Inc. Money Purchase Pension Plan III · Sponsored by Windes, Inc. · California · Professional & Technical Services

$2M in assets, 49 participants

Windes, Inc.'s Windes, Inc. Money Purchase Pension Plan III reported $2M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,683 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 III at $2M / 49 participants.

#5,683
in Professional & Technical Services (20,321 peers)
+36.4%
assets growth YoY

Windes, Inc. Money Purchase Pension Plan III among the smaller filed plans by assets

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

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

$2,241,036 32nd percentile higher than 32% 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 III among smaller 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 III is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Windes, Inc. Money Purchase Pension Plan III reported net income rose from $178K in the plan year 2022 filing to $598K in the plan year 2023 filing.
  • Windes, Inc. Money Purchase Pension Plan III end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Windes, Inc. Money Purchase Pension Plan III reported participants fell from 51 in the plan year 2022 filing to 49 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Windes, Inc. Money Purchase Pension Plan III · $2M · 49 · 32nd

  • BOY $2M
  • BOY 49
  • BOY 32nd
  • BOY Money Purchase
  • BOY near Eve Sales Corportation Money Purchase Plan
  • BOY ind #5683

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 III in the asset neighbourhood

Pension Plan for Employees of the Teamsters Local No. 115 FundsPension Plan for Employees o…$2MDr. Luis J. Deliz Varela Target Benefit Pension PlanDr. Luis J. Deliz Varela Tar…$2MSoftware Plus P-S Plan$2MWindes, Inc. Money Purchase Pension Plan IIIWindes, Inc. Money Purchase …$2MEve Sales Corportation Money Purchase PlanEve Sales Corportation Money…$2M
End-of-year total assets ($M) among Windes, Inc. Money Purchase Pension Plan III 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)$2M
Net Assets (End of Year)$2M
Net Income$598K
Employer EIN953001179
Plan Effective Date2018-06-01
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 III vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Windes, Inc. Money Purchase Pension Plan III, Total assets ($B): 0.002241036 · Participants: 49Windes, Inc. Money Purchase Pension Plan IIIThe 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 III vs. nearby Money Purchase plans in California, assets vs. participants
Compare Windes, Inc. Money Purchase Pension Plan III side-by-side with 3 peers →

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

Outside California, the nearest Money Purchase by assets is Eve Sales Corportation Money Purchase Plan in NY ($2M); by covered participants it is Knea Employees' Contributory Pension Plan & Trust in KS (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 III assets move in 2023? ▼
Windes, Inc. Money Purchase Pension Plan III surged - up 36.4% during 2023, from $2M to $2M. Reported net income was $598K.
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 III? ▼
Among Money Purchase plans in other states, the closest by assets is Eve Sales Corportation Money Purchase Plan in NY ($2M, 9 participants).
Which Money Purchase plans cover a similar participant headcount to Windes, Inc. Money Purchase Pension Plan III? ▼
Among Money Purchase plans in other states, the closest by covered participants is Knea Employees' Contributory Pension Plan & Trust in KS (49 participants, $28M 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.