401(k) · DOL Form 5500 · 2023

Windham Brannon, LLC 401(k) Plan

Data updated 2026-08-11

$44M
Total assets
207
Participants
84th
Percentile by assets
$212,971
Avg per participant
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Official DOL plan name: Windham Brannon, LLC 401(k) Retirement Plan · Sponsored by Windham Brannon, LLC · Georgia · Professional & Technical Services

$44M in assets, 207 participants

Windham Brannon, LLC's Windham Brannon, LLC 401(k) Retirement Plan reported $44M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 127,072 plans)
  • #17,313 in Professional & Technical Services (20,321 peers)

Coverage in Georgia

Windham Brannon, LLC 401(k) Retirement Plan covers 207 participants in Georgia, about 19% of the average Georgia filer (state average ~1,096 per filing). Assets: $44M.

$44M
total plan assets (2023 EOY)
207
covered participants
84th
percentile by assets (of 127,072 plans)
$212,971
avg assets per participant

Where Windham Brannon, LLC 401(k) Retirement Plan sits by total assets

Windham Brannon, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$44,084,980 Top 16% higher than 84% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Windham Brannon, LLC 401(k) Retirement Plan reported net income rose from $5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Windham Brannon, LLC 401(k) Retirement Plan end-of-year assets rose from $35M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Windham Brannon, LLC 401(k) Retirement Plan reported participants rose from 194 in the plan year 2022 filing to 207 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Georgia
Industry
Professional & Technical Services

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Windham Brannon, LLC 401(k) Retirement Plan reports 207 participants - about 19% of that state average ($44M EOY assets).

Georgia filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$44M
Net Income$9M
Employer EIN581763439
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Windham Brannon, LLC)

$30M$35M$40M$45M$50M 202220232024 $34.9M $45.7M ▲ +31.0%
Total plan assets by year, all Windham Brannon, LLC plans on file
Year Plans Participants Total Assets
2022 1 194 $35M
2023 1 207 $44M
2024 1 237 $46M

Nearby 401(k) Plans in Georgia

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

Windham Brannon, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Windham Brannon, LLC…, Total assets ($B): 0.04408498 · Participants: 207Windham Brannon, LLC…The Teamster - UPS N…, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS N…Delta 401(k) Retirem…, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirem…Delta 401(k) Retirem…, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirem…UPS 401(k) Savings P…, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings P…The Home Depot Futur…, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futur…
Windham Brannon, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Windham Brannon, LLC 401(k) Retirement P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Windham Brannon, LLC 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Windham Brannon, LLC 401(k) Retirement Plan assets move in 2023? ▼
Windham Brannon, LLC 401(k) Retirement Plan grew sharply - up 26.4% during 2023, from $35M to $44M. Reported net income was $9M.
How have Windham Brannon, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Windham Brannon, LLC's sponsor-wide assets grew 31.0%, from $35M to $46M.
Where does Windham Brannon, LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Windham Brannon, LLC 401(k) Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Windham Brannon, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Immanuel Retirement Plan in NE ($44M, 1,304 participants).

Next read for Windham Brannon, LLC 401(k) Retirement P…

Filing takeaways

Ways to act on Windham Brannon, LLC 401(k) Retirement Plan's numbers.

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 581763439.

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.