Money Purchase · DOL Form 5500 · 2024
Windes, Inc. Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 13
- Participants
- 26th
- Percentile by assets
- $105,839
- Avg per participant
Official DOL plan name: Windes, Inc. Money Purchase Pension Plan IV · Sponsored by Windes, Inc. · California · Professional & Technical Services
$1M in assets, 13 participants
Windes, Inc.'s Windes, Inc. Money Purchase Pension Plan IV reported $1M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- 26th percentile by assets (of 123,622 plans)
- #4,252 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 IV at $1M / 13 participants.
- $1M
- total plan assets (2024 EOY)
- 13
- covered participants
- 26th
- percentile by assets (of 123,622 plans)
- $105,839
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Windes, Inc. Money Purchase Pension Plan IV reported participants rose from 3 in the plan year 2023 filing to 13 in the plan year 2024 filing.
- Windes, Inc. Money Purchase Pension Plan IV end-of-year assets rose from $758K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Windes, Inc. Money Purchase Pension Plan IV reported net income fell from $682K in the plan year 2023 filing to $618K in the plan year 2024 filing.
Windes, Inc. across 3 plan years on file
Across the 3 plan years Windes, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $54M to $66M, a gain of 21.1%, while reported participants moved from 220 to 317 (+44.1%). Peak year by sponsor assets: 2024 ($66M); trough: 2022 ($54M).
Windes, Inc. multi-year asset trail
| 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) | $758K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $618K |
| Employer EIN | 953001179 |
| Plan Effective Date | 2022-06-01 |
| Filing Status | FILING 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 IV vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Windes, Inc. Money Purchase Pension Plan IV by total assets, not by location.
- Jm III Retirement Plan (PR) $1M · 7
- Money Purchase Plan (NJ) $1M · 1
- Hubbard Sales Company Pension Plan & Trust (OH) $1M · 2
- Jerome Antony Money Purchase Plan (IL) $1M · 2
Frequently Asked Questions
How did Windes, Inc. Money Purchase Pension Plan IV assets move in 2024? ▼
How have Windes, Inc. plan assets changed over time? ▼
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Next read for Windes, Inc. Money Purchase Pension Plan…
Multi-year trail
Ways to act on Windes, Inc. Money Purchase Pension Plan IV's numbers.
- By total assets, Windes, Inc. Money Purchase Pension Plan IV ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Windes, Inc.'s sponsor-wide assets have grown 21.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans