401(k) · DOL Form 5500 · 2024

Windy Ridge Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$374K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$373,766
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Windy Ridge Ventures Retirement Plan · Sponsored by Windy Ridge Ventures, Inc. · North Carolina · Construction

$374K in assets, 1 participants

Windy Ridge Ventures, Inc.'s Windy Ridge Ventures Retirement Plan reported $374K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,344 in Construction (9,039 peers)

Windy Ridge Ventures, Inc. multi-year trail

Windy Ridge Ventures, Inc.'s plans moved +43.1% in assets from 2022 to 2024; this filing shows Windy Ridge Ventures Retirement Plan at $374K / 1 participant.

#1,344
in Construction (9,039 peers)
+0.0%
assets growth YoY

Windy Ridge Ventures Retirement Plan among the smaller filed plans by assets

Windy Ridge Ventures Retirement Plan vs every filed plan by assets

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

$373,766 15th percentile higher than 15% 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

Windy Ridge Ventures 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. Windy Ridge Ventures Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Windy Ridge Ventures Retirement Plan reported net income fell from $113K in the plan year 2023 filing to $43 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 881231391 · Windy Ridge Ventures, Inc. PY 2024 · 401(k)

Windy Ridge Ventures Retirement Plan · $374K · 1 · 15th

  • TYPE $374K
  • NET 1
  • BOOK 15th
  • VS-ST 401(k)
  • BOY near Q's Welding & Machine Retirement Plan
  • SCH ind #1344

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 Construction retirement plans → · Plans in North Carolina →

Windy Ridge Ventures Retirement Plan in the asset neighbourhood

Windy Ridge Ventures Retirement PlanWindy Ridge Ventures Retirem…$374KQ's Welding & Machine Retirement PlanQ's Welding & Machine Retire…$374KMichael G. Taylor, M.D., P.L.C. Retirement PlanMichael G. Taylor, M.D., P.L…$374KConstellation Aba 401(k) Plan$374KHalco Group, Inc. 401(k) Profit Sharing PlanHalco Group, Inc. 401(k) Pro…$374K
End-of-year total assets ($M) among Windy Ridge Ventures Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Windy Ridge Ventures, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Windy Ridge Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$374K 43.086947200784024% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M$0.4M 202220232024 $0.26M $0.37M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 1 $261K
2023 1 1 $374K
2024 1 1 $374K

Windy Ridge Ventures, Inc. filing trail (2024)

Total Assets (Beginning of Year)$374K
Net Assets (End of Year)$374K
Net Income$43
Employer EIN881231391
Plan Effective Date2022-03-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Windy Ridge Ventures Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Windy Ridge Ventures Retirement Plan, Total assets ($B): 0.000373766 · Participants: 1Windy Ridge Ventures Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Windy Ridge Ventures Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

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

Outside North Carolina, the nearest 401(k) by assets is Q's Welding & Machine Retirement Plan in ND ($374K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($374K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Windy Ridge Ventures Retirement Plan assets move in 2024?
Windy Ridge Ventures Retirement Plan held essentially flat - up 0.0% during 2024, from $374K to $374K. Reported net income was $43.
How have Windy Ridge Ventures, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Windy Ridge Ventures, Inc.'s sponsor-wide assets grew 43.1%, from $261K to $374K.
Where does Windy Ridge Ventures Retirement Plan rank by assets among Form 5500 filers?
Windy Ridge Ventures Retirement Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Windy Ridge Ventures Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Q's Welding & Machine Retirement Plan in ND ($374K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Windy Ridge Ventures Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).