Money Purchase · DOL Form 5500 · 2024

Windes, Inc. Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
13
Participants Small participant base
26th
Percentile by assets National rank
$105,839
Avg per participant Below avg balance/head
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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.

  • #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.

#4,252
in Professional & Technical Services (20,173 peers)
+81.5%
assets growth YoY

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

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

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

$1,375,903 26th percentile higher than 26% 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 IV 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 IV is a small filing (13 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 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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

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

Windes, Inc. Money Purchase Pension Plan IV · $1M · 13 · 26th

  • EOY $1M
  • 5500 13
  • ASSETS 26th
  • PCT Money Purchase
  • EIN near Jm III Retirement Plan
  • RANK ind #4252

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 IV in the asset neighbourhood

Hubbard Sales Company Pension Plan & TrustHubbard Sales Company Pensio…$1MJerome Antony Money Purchase PlanJerome Antony Money Purchase…$1MWindes, Inc. Money Purchase Pension Plan IVWindes, Inc. Money Purchase …$1MMoney Purchase Plan$1MJm III Retirement Plan$1M
End-of-year total assets ($M) among Windes, Inc. Money Purchase Pension Plan IV 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)$758K
Net Assets (End of Year)$1M
Net Income$618K
Employer EIN953001179
Plan Effective Date2022-06-01
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 IV vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Windes, Inc. Money Purchase Pension Plan IV, Total assets ($B): 0.001375903 · Participants: 13Windes, Inc. Money Purchase Pension Plan IVThe 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 IV vs. nearby Money Purchase plans in California, assets vs. participants
Compare Windes, Inc. Money Purchase Pension Plan IV side-by-side with 3 peers →

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

Outside California, the nearest Money Purchase by assets is Jm III Retirement Plan in PR ($1M); by covered participants it is Teamsters Local 344 Officers, Business Agents & Employees Severance Pay Plan in WI (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 IV assets move in 2024? ▼
Windes, Inc. Money Purchase Pension Plan IV surged - up 81.5% during 2024, from $758K to $1M. Reported net income was $618K.
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 IV? ▼
Among Money Purchase plans in other states, the closest by assets is Jm III Retirement Plan in PR ($1M, 7 participants).
Which Money Purchase plans cover a similar participant headcount to Windes, Inc. Money Purchase Pension Plan IV? ▼
Among Money Purchase plans in other states, the closest by covered participants is Teamsters Local 344 Officers, Business Agents & Employees Severance Pay Plan in WI (13 participants, $1M 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.