401(k) · DOL Form 5500 · 2024

Windrose Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 20
Participants Small participant base: 44th
Percentile by assets National rank: $282,537
Avg per participant High balance/head

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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.

#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.

#2,567
in Finance & Insurance (8,549 peers): +29.7%
assets growth YoY

Windrose 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Windrose 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windrose 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

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 →

DOL schedule card

Filing strip 270558294 · Windrose Advisors, LLC PY 2024 · 401(k)

Windrose 401(k) Plan · $6M · 20 · 44th

EIN $6M
RANK 20
PHOTO 44th
IND 401(k)
EOY near Amer Cunningham Co., L.P.a. Profit Sharing Plan
5500 ind #2567

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Windrose 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Windrose Advisors, LLC multi-year asset trail

Latest sponsor-wide plan assets: $6M 57.17737606150543% vs 2022; 2024 filing year

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 EIN	270558294
Plan Effective Date	2010-01-01
Filing Status	FILING 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

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Windrose 401(k) Plan side-by-side with 3 peers →

Windrose 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Amer Cunningham Co., L.P.a. Profit Sharing Plan in OH ($6M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Amer Cunningham Co., L.P.a. Profit Sharing Plan (OH) $6M · 26
Crum Trucking Inc 401(k) Plan (IN) $6M · 196
Advanced Chemical Company 401(k) Retirement Plan (RI) $6M · 60
Luxury Presence LLC 401(k) Plan (TX) $6M · 281

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

Aae 401(k) Retirement Plan (MN) 20 · 0 off
Pips & Bounce, Inc. 401(k) Profit Sharing Plan (OR) 20 · 0 off
Aspects Holdings, Inc. 401(k) Plan (AL) 20 · 0 off
Northwest Analytics, Inc. 401(k) Plan (OR) 20 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).

Which 401(k) plans cover a similar participant headcount to Windrose 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 participants, N/A in assets).

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.