401(k) · DOL Form 5500 · 2024

Leeward Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
319
Participants Below avg headcount
80th
Percentile by assets National rank
$112,675
Avg per participant Below avg balance/head
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Official DOL plan name: Leeward Management Services, LLC 401(k) Plan · Sponsored by Leeward Management Services, LLC · Texas · Finance & Insurance

$36M in assets, 319 participants

Leeward Management Services, LLC's Leeward Management Services, LLC 401(k) Plan reported $36M in total assets and 319 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,880 in Finance & Insurance (8,549 peers)

Coverage in Texas

Leeward Management Services, LLC 401(k) Plan covers 319 participants in Texas, about 46% of the average Texas filer (state average ~688 per filing). Assets: $36M.

#5,880
in Finance & Insurance (8,549 peers)
+48.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Leeward Management Services, LLC 401(k) Plan's outsized position by total assets

Leeward Management Services, LLC 401(k) Plan vs every filed plan by assets

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

$35,943,287 Top 20% higher than 80% 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

Leeward Management Services, LLC 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. Leeward Management Services, LLC 401(k) Plan sits mid-pack in the medium band (319 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Leeward Management Services, LLC 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Leeward Management Services, LLC 401(k) Plan reported net income rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Leeward Management Services, LLC 401(k) Plan reported participants rose from 249 in the plan year 2023 filing to 319 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 270816762 · Leeward Management Services, LLC PY 2024 · 401(k)

Leeward Management Services, LLC 401(k) Plan · $36M · 319 · 80th

  • SCH $36M
  • SCH 319
  • SCH 80th
  • SCH 401(k)
  • SCH near Corporate Professional Business Services, Inc. 401(k) Retirement Savings Plan
  • SCH ind #5880

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 →

Leeward Management Services, LLC 401(k) Plan in the asset neighbourhood

Bmss 401(k) Profit Sharing PlanBmss 401(k) Profit Sharing P…$36MLeeward Management Services, LLC 401(k) PlanLeeward Management Services,…$36MCorporate Professional Business Services, Inc. 401(k) Retirement Savings PlanCorporate Professional Busin…$36MPubrec, LLC 401(k) Plan$36MStark Truss Company, Inc. Employee 401(k) PlanStark Truss Company, Inc. Em…$36M
End-of-year total assets ($M) among Leeward Management Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$36M
Net Income$12M
Employer EIN270816762
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leeward Management Services, LLC)

Sponsor-wide plan assets over time

All Leeward Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 136.23630066489773% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $15.2M $35.9M ▲ +136.3%
Year Plans Participants Total Assets
2022 1 185 $15M
2023 1 249 $24M
2024 1 319 $36M

Nearby 401(k) Plans in Texas

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

Leeward Management Services, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Leeward Management Services, LLC 401(k) Plan, Total assets ($B): 0.035943287 · Participants: 319Leeward Management Services, LLC 401(k) 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
Leeward Management Services, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Leeward Management Services, LLC 401(k) Plan side-by-side with 3 peers →

Leeward Management Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Corporate Professional Business Services, Inc. 401(k) Retirement Savings Plan in CT ($36M); by covered participants it is Northern Clearing 401(k) Plan in WI (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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 Leeward Management Services, LLC 401(k) Plan assets move in 2024? ▼
Leeward Management Services, LLC 401(k) Plan surged - up 48.5% during 2024, from $24M to $36M. Reported net income was $12M.
How have Leeward Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leeward Management Services, LLC's sponsor-wide assets grew 136.2%, from $15M to $36M.
Where does Leeward Management Services, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Leeward Management Services, LLC 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Leeward Management Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Corporate Professional Business Services, Inc. 401(k) Retirement Savings Plan in CT ($36M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Leeward Management Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northern Clearing 401(k) Plan in WI (319 participants, $26M 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 270816762.

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.