Money Purchase · DOL Form 5500 · 2023

Windes, Inc. Money Purchase Plan

Data updated 2026-08-25

$758K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$252,734
Avg per participant Above avg balance/head
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Official DOL plan name: Windes, Inc. Money Purchase Pension Plan IV · Sponsored by Windes, Inc. · California · Professional & Technical Services

$758K in assets, 3 participants

Windes, Inc.'s Windes, Inc. Money Purchase Pension Plan IV reported $758K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,328 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 IV at $758K / 3 participants.

#3,328
in Professional & Technical Services (20,321 peers)
+889.1%
assets growth YoY

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

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

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

$758,201 21st percentile higher than 21% 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 IV 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 IV is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Windes, Inc. Money Purchase Pension Plan IV end-of-year assets rose from $77K in the plan year 2022 filing to $758K in the plan year 2023 filing.
  • Windes, Inc. Money Purchase Pension Plan IV reported net income rose from $77K in the plan year 2022 filing to $682K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Windes, Inc. Money Purchase Pension Plan IV · $758K · 3 · 21st

  • ASSETS $758K
  • ASSETS 3
  • ASSETS 21st
  • ASSETS Money Purchase
  • ASSETS near Abdulhamid Keswani Mdsc Money Purchase Plan & Trust
  • ASSETS ind #3328

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 IV in the asset neighbourhood

Windes, Inc. Money Purchase Pension Plan IVWindes, Inc. Money Purchase …$758KAbdulhamid Keswani Mdsc Money Purchase Plan & TrustAbdulhamid Keswani Mdsc Mone…$758KThe Georgetown Group, Inc. Money Purchase PlanThe Georgetown Group, Inc. M…$759KIntl Assoc Local No 57 Pension PlanIntl Assoc Local No 57 Pensi…$760KJose Hernandez Retirement PlanJose Hernandez Retirement Pl…$761K
End-of-year total assets ($M) among Windes, Inc. Money Purchase Pension Plan IV 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)$77K
Net Assets (End of Year)$758K
Net Income$682K
Employer EIN953001179
Plan Effective Date2022-06-01
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 IV vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Windes, Inc. Money Purchase Pension Plan IV, Total assets ($B): 0.000758201 · Participants: 3Windes, Inc. Money Purchase Pension Plan IVThe 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 IV vs. nearby Money Purchase plans in California, assets vs. participants
Compare Windes, Inc. Money Purchase Pension Plan IV side-by-side with 3 peers →

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

Outside California, the nearest Money Purchase by assets is Abdulhamid Keswani Mdsc Money Purchase Plan & Trust in IL ($758K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($758K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 IV assets move in 2023? ▼
Windes, Inc. Money Purchase Pension Plan IV surged - up 889.1% during 2023, from $77K to $758K. Reported net income was $682K.
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.
Where does Windes, Inc. Money Purchase Pension Plan IV rank by assets among Form 5500 filers? ▼
Windes, Inc. Money Purchase Pension Plan IV ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Windes, Inc. Money Purchase Pension Plan IV? ▼
Among Money Purchase plans in other states, the closest by assets is Abdulhamid Keswani Mdsc Money Purchase Plan & Trust in IL ($758K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Windes, Inc. Money Purchase Pension Plan IV? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K 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.