401(k) · DOL Form 5500 · 2024
Windward Fund 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 121
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $36,099
- Avg per participant Low balance/head
Official DOL plan name: Windward Fund 401(k) Plan · Sponsored by Windward Fund · District of Columbia · Other Services
$4M in assets, 121 participants
Windward Fund's Windward Fund 401(k) Plan reported $4M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #4,816 in Other Services (7,719 peers)
Coverage in District of Columbia
Windward Fund 401(k) Plan covers 121 participants in District of Columbia, about 8% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $4M.
- #4,816
- in Other Services (7,719 peers)
- -5.9%
- assets change YoY
The plan reported a net loss of $272K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Windward Fund 401(k) Plan's mid-pack asset rank among Other Services and all filers
Windward Fund 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,367,962 40th percentile higher than 40% 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
Windward Fund 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windward Fund 401(k) Plan sits mid-pack in the medium band (121 participants).
EBSA filing schedule strip
Filing strip 473522162 · Windward Fund PY 2024 · 401(k)
Windward Fund 401(k) Plan · $4M · 121 · 40th
- BOY $4M
- SCH 121
- EBSA 40th
- PART 401(k)
- TYPE near Point Ready Mix, LLC 401(k) Retirement Plan
- NET ind #4816
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 Other Services retirement plans → · Plans in District of Columbia →
Windward Fund 401(k) Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$272K |
| Employer EIN | 473522162 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Windward Fund 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Point Ready Mix, LLC 401(k) Retirement Plan in IL ($4M); by covered participants it is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.
- Mwg Holdings Group, Inc. 401(k) Plan (CA) 121 · 0 off
- Torrington Savings Bank 401(k) Savings Plan (CT) 121 · 0 off
- Davis & Towle Group, Inc. 401(k) Plan & Trust (NH) 121 · 0 off
- The Fremont Company 401(k) Plan (OH) 121 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.