401(k) · DOL Form 5500 · 2024

The Windacre Partnership LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
10
Participants Small participant base
65th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Windacre 401(k) Retirement Plan · Sponsored by The Windacre Partnership LLC · Texas · Finance & Insurance

$15M in assets, 10 participants

The Windacre Partnership LLC's Windacre 401(k) Retirement Plan reported $15M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,197 in Finance & Insurance (8,549 peers)

The Windacre Partnership LLC multi-year trail

The Windacre Partnership LLC's plans moved +69.4% in assets from 2022 to 2024; this filing shows Windacre 401(k) Retirement Plan at $15M / 10 participants.

#4,197
in Finance & Insurance (8,549 peers)
+33.5%
assets growth YoY

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

Windacre 401(k) Retirement Plan vs every filed plan by assets

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

$15,455,955 Top 35% higher than 65% of 123,620 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 2024

Windacre 401(k) Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windacre 401(k) Retirement Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Windacre 401(k) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Windacre 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 462439914 · The Windacre Partnership LLC PY 2024 · 401(k)

Windacre 401(k) Retirement Plan · $15M · 10 · 65th

  • BOY $15M
  • BOY 10
  • BOY 65th
  • BOY 401(k)
  • BOY near Crusoe Energy Systems Inc 401(k) Plan
  • BOY ind #4197

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 Texas →

Windacre 401(k) Retirement Plan in the asset neighbourhood

Windacre 401(k) Retirement PlanWindacre 401(k) Retirement P…$15MCrusoe Energy Systems Inc 401(k) PlanCrusoe Energy Systems Inc 40…$15MStchealth, LLC 401(k) Profit Sharing PlanStchealth, LLC 401(k) Profit…$15MIndustrial Packaging Supplies, Inc. 401(k) Profit Sharing PlanIndustrial Packaging Supplie…$15MJohns Hopkins Federal Credit Union 401(k) Plan and TrustJohns Hopkins Federal Credit…$15M
End-of-year total assets ($M) among Windacre 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Windacre Partnership LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Windacre Partnership LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 69.41023779650303% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.12M $15.5M ▲ +69.5%
Year Plans Participants Total Assets
2022 1 10 $9M
2023 1 10 $12M
2024 1 10 $15M

The Windacre Partnership LLC filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN462439914
Plan Effective Date2014-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Windacre 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Windacre 401(k) Retirement Plan, Total assets ($B): 0.015455955 · Participants: 10Windacre 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Windacre 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Windacre 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Crusoe Energy Systems Inc 401(k) Plan in CO ($15M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

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 Windacre 401(k) Retirement Plan assets move in 2024? ▼
Windacre 401(k) Retirement Plan surged - up 33.5% during 2024, from $12M to $15M. Reported net income was $4M.
How have The Windacre Partnership LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Windacre Partnership LLC's sponsor-wide assets grew 69.4%, from $9M to $15M.
Which 401(k) plans are similar in size to Windacre 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crusoe Energy Systems Inc 401(k) Plan in CO ($15M, 330 participants).
Which 401(k) plans cover a similar participant headcount to Windacre 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 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 462439914.

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.