401(k) · DOL Form 5500 · 2023

Windham Brannon, LLC 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
207
Participants Below avg headcount
84th
Percentile by assets National rank
$212,971
Avg per participant Above avg balance/head
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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.

  • #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.

#17,313
in Professional & Technical Services (20,321 peers)
+26.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Windham Brannon, LLC 401(k) Retirement Plan's outsized position 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 $2,050,000,000 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

Windham Brannon, LLC 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windham Brannon, LLC 401(k) Retirement Plan sits mid-pack in the medium band (207 participants).

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 →

DOL schedule card

Filing strip 581763439 · Windham Brannon, LLC PY 2023 · 401(k)

Windham Brannon, LLC 401(k) Retirement Plan · $44M · 207 · 84th

  • ASSETS $44M
  • ASSETS 207
  • ASSETS 84th
  • ASSETS 401(k)
  • ASSETS near Immanuel Retirement Plan
  • ASSETS ind #17313

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 Georgia →

Windham Brannon, LLC 401(k) Retirement Plan in the asset neighbourhood

Eckert & Ziegler Isotope Products Savings and Investment PlanEckert & Ziegler Isotope Pro…$44MWindham Brannon, LLC 401(k) Retirement PlanWindham Brannon, LLC 401(k) …$44MImmanuel Retirement Plan$44MKaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing PlanKaplin, Stewart, Meloff, Rei…$44MMacandrews & Forbes Group, LLC Savings or Cash Option Plan for EmployeesMacandrews & Forbes Group, L…$44M
End-of-year total assets ($M) among Windham Brannon, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Windham Brannon, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$46M 31.00318706019104% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.9M $45.7M ▲ +31.0%
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 ($B) Participants Windham Brannon, LLC 401(k) Retirement Plan, Total assets ($B): 0.04408498 · Participants: 207Windham Brannon, LLC 401(k) Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Windham Brannon, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Windham Brannon, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Windham Brannon, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Immanuel Retirement Plan in NE ($44M); by covered participants it is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 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).
Which 401(k) plans cover a similar participant headcount to Windham Brannon, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants, N/A 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 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.