401(k) · DOL Form 5500 · 2024

Windrose Advisors, LLC 401(k) Plan

Data updated 2026-08-11

$6M
Total assets
20
Participants
44th
Percentile by assets
$282,537
Avg per participant
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Official DOL plan name: Windrose 401(k) Plan · Sponsored by Windrose Advisors, LLC · Massachusetts · Finance & Insurance

$6M in assets, 20 participants

Windrose Advisors, LLC's Windrose 401(k) Plan reported $6M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • 44th percentile by assets (of 123,622 plans)
  • #2,567 in Finance & Insurance (8,549 peers)

Windrose Advisors, LLC multi-year trail

Windrose Advisors, LLC's plans moved +57.2% in assets from 2022 to 2024; this filing shows Windrose 401(k) Plan at $6M / 20 participants.

$6M
total plan assets (2024 EOY)
20
covered participants
44th
percentile by assets (of 123,622 plans)
$282,537
avg assets per participant

Where Windrose 401(k) Plan sits by total assets

Windrose 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,650,731 44th percentile higher than 44% of 123,620 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Windrose 401(k) Plan reported net income rose from $763K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Windrose 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Windrose 401(k) Plan reported participants rose from 17 in the plan year 2023 filing to 20 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Massachusetts
Industry
Finance & Insurance

Windrose Advisors, LLC across 3 plan years on file

Across the 3 plan years Windrose Advisors, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $6M, a gain of 57.2%, while reported participants moved from 15 to 20 (+33.3%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($4M).

Windrose Advisors, LLC multi-year asset trail

$3M$4M$5M$6M 202220232024 $3.6M $5.65M ▲ +56.9%
Total plan assets by year, all Windrose Advisors, LLC plans on file
Year Plans Participants Total Assets
2022 1 15 $4M
2023 1 17 $4M
2024 1 20 $6M

Windrose Advisors, LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN270558294
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Windrose 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Windrose 401(k) Plan, Total assets ($B): 0.005650731 · Participants: 20Windrose 401(k) PlanFidelity Retirement …, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Co…State Street Salary …, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary …
Windrose 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Windrose 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Windrose 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Windrose 401(k) Plan assets move in 2024? ▼
Windrose 401(k) Plan grew sharply - up 29.7% during 2024, from $4M to $6M. Reported net income was $1M.
How have Windrose Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Windrose Advisors, LLC's sponsor-wide assets grew 57.2%, from $4M to $6M.
Which 401(k) plans are similar in size to Windrose 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amer Cunningham Co., L.P.a. Profit Sharing Plan in OH ($6M, 26 participants).

Next read for Windrose 401(k) Plan

Multi-year trail

Ways to act on Windrose 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270558294.

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.