Money Purchase · DOL Form 5500 · 2024

Windes, Inc. Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
73
Participants Small participant base
31st
Percentile by assets National rank
$30,925
Avg per participant Low balance/head
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Official DOL plan name: Windes, Inc. Money Purchase Pension Plan III · Sponsored by Windes, Inc. · California · Professional & Technical Services

$2M in assets, 73 participants

Windes, Inc.'s Windes, Inc. Money Purchase Pension Plan III reported $2M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,378 in Professional & Technical Services (20,173 peers)

Windes, Inc. multi-year trail

Windes, Inc.'s plans moved +21.1% in assets from 2022 to 2024; this filing shows Windes, Inc. Money Purchase Pension Plan III at $2M / 73 participants.

#5,378
in Professional & Technical Services (20,173 peers)
+0.7%
assets growth YoY

Windes, Inc. Money Purchase Pension Plan III among the smaller filed plans by assets

Windes, Inc. Money Purchase Pension Plan III vs every filed plan by assets

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

$2,257,548 31st percentile higher than 31% 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

Windes, Inc. Money Purchase Pension Plan III among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windes, Inc. Money Purchase Pension Plan III is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Windes, Inc. Money Purchase Pension Plan III reported net income fell from $598K in the plan year 2023 filing to $17K in the plan year 2024 filing.
  • Windes, Inc. Money Purchase Pension Plan III reported participants rose from 49 in the plan year 2023 filing to 73 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 953001179 · Windes, Inc. PY 2024 · Money Purchase

Windes, Inc. Money Purchase Pension Plan III · $2M · 73 · 31st

  • TYPE $2M
  • NET 73
  • BOOK 31st
  • VS-ST Money Purchase
  • BOY near John Appell Pension Trust
  • SCH ind #5378

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 Professional & Technical Services retirement plans → · Plans in California →

Windes, Inc. Money Purchase Pension Plan III in the asset neighbourhood

Loberg & Loberg Money Purchase PlanLoberg & Loberg Money Purcha…$2MWindes, Inc. Money Purchase Pension Plan IIIWindes, Inc. Money Purchase …$2MJohn Appell Pension Trust$2MBethel Management Investment TrustBethel Management Investment…$2MFairview Savings and Loan Association Money Purchase PlanFairview Savings and Loan As…$2M
End-of-year total assets ($M) among Windes, Inc. Money Purchase Pension Plan III and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Windes, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Windes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 21.099769393495773% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $54.5M $66M ▲ +21.1%
Year Plans Participants Total Assets
2022 8 220 $54M
2023 8 267 $62M
2024 8 317 $66M

Windes, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$17K
Employer EIN953001179
Plan Effective Date2018-06-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Windes, Inc. Money Purchase Pension Plan III vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Windes, Inc. Money Purchase Pension Plan III, Total assets ($B): 0.002257548 · Participants: 73Windes, Inc. Money Purchase Pension Plan IIIThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
Windes, Inc. Money Purchase Pension Plan III vs. nearby Money Purchase plans in California, assets vs. participants
Compare Windes, Inc. Money Purchase Pension Plan III side-by-side with 3 peers →

Windes, Inc. Money Purchase Pension Plan III's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is John Appell Pension Trust in NY ($2M); by covered participants it is Catholic Health Association of the United States Money Purchase Pension Plan in MO (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Windes, Inc. Money Purchase Pension Plan III assets move in 2024? ▼
Windes, Inc. Money Purchase Pension Plan III held essentially flat - up 0.7% during 2024, from $2M to $2M. Reported net income was $17K.
How have Windes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Windes, Inc.'s sponsor-wide assets grew 21.1%, from $54M to $66M.
Which Money Purchase plans are similar in size to Windes, Inc. Money Purchase Pension Plan III? ▼
Among Money Purchase plans in other states, the closest by assets is John Appell Pension Trust in NY ($2M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Windes, Inc. Money Purchase Pension Plan III? ▼
Among Money Purchase plans in other states, the closest by covered participants is Catholic Health Association of the United States Money Purchase Pension Plan in MO (74 participants, $21M 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 953001179.

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.