401(k) · DOL Form 5500 · 2024

Windsor House, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
1,150
Participants Near avg headcount
68th
Percentile by assets National rank
$15,600
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Windsor House, Inc. 401(k) Savings Plan · Sponsored by Windsor House, Inc. · Ohio · Healthcare & Social Assistance

$18M in assets, 1,150 participants

Windsor House, Inc.'s Windsor House, Inc. 401(k) Savings Plan reported $18M in total assets and 1,150 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,344 in Healthcare & Social Assistance (16,916 peers)

Windsor House, Inc. multi-year trail

Windsor House, Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows Windsor House, Inc. 401(k) Savings Plan at $18M / 1,150 participants.

#12,344
in Healthcare & Social Assistance (16,916 peers)
+11.2%
assets growth YoY

Windsor House, Inc. 401(k) Savings Plan's outsized position by total assets

Windsor House, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$17,940,176 Top 32% higher than 68% 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

Windsor House, Inc. 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windsor House, Inc. 401(k) Savings Plan lands in the large band (1,150 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Windsor House, Inc. 401(k) Savings Plan reported participants rose from 999 in the plan year 2023 filing to 1,150 in the plan year 2024 filing.
  • Windsor House, Inc. 401(k) Savings Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 340972320 · Windsor House, Inc. PY 2024 · 401(k)

Windsor House, Inc. 401(k) Savings Plan · $18M · 1,150 · 68th

  • RANK $18M
  • RANK 1,150
  • RANK 68th
  • RANK 401(k)
  • RANK near The Klover Companies Retirement Savings Plan
  • RANK ind #12344

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Windsor House, Inc. 401(k) Savings Plan in the asset neighbourhood

Windsor House, Inc. 401(k) Savings PlanWindsor House, Inc. 401(k) S…$18MThe Klover Companies Retirement Savings PlanThe Klover Companies Retirem…$18MHirsch/Bedner Associates 401(k) PlanHirsch/Bedner Associates 401…$18MCommunity Bank 401(k) Profit Sharing PlanCommunity Bank 401(k) Profit…$18MBrowns Medical Imaging LLC Retirement Savings PlanBrowns Medical Imaging LLC R…$18M
End-of-year total assets ($M) among Windsor House, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Windsor House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Windsor House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 25.416546278915693% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.3M $17.9M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 1,026 $14M
2023 1 999 $16M
2024 1 1,150 $18M

Windsor House, Inc. filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN340972320
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Windsor House, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Windsor House, Inc. 401(k) Savings Plan, Total assets ($B): 0.017940176 · Participants: 1150Windsor House, Inc. 401(k) Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Windsor House, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Windsor House, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Windsor House, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Klover Companies Retirement Savings Plan in PA ($18M); by covered participants it is Layton Construction Company, LLC 401(k) Profit Sharing Plan in UT (1,150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,150 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 Windsor House, Inc. 401(k) Savings Plan assets move in 2024? ▼
Windsor House, Inc. 401(k) Savings Plan grew at a solid clip - up 11.2% during 2024, from $16M to $18M. Reported net income was $2M.
How have Windsor House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Windsor House, Inc.'s sponsor-wide assets grew 25.4%, from $14M to $18M.
Which 401(k) plans are similar in size to Windsor House, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Klover Companies Retirement Savings Plan in PA ($18M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Windsor House, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Layton Construction Company, LLC 401(k) Profit Sharing Plan in UT (1,150 participants, $154M 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 340972320.

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.