401(k) · DOL Form 5500 · 2022

Douglass Winthrop Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
26
Participants Small participant base
55th
Percentile by assets National rank
$242,664
Avg per participant Above avg balance/head
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Official DOL plan name: Douglass Winthrop Advisors 401(k) Plan · Sponsored by Douglass Winthrop Advisors, LLC · New York · Finance & Insurance

$6M in assets, 26 participants

Douglass Winthrop Advisors, LLC's Douglass Winthrop Advisors 401(k) Plan reported $6M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,619 in Finance & Insurance (9,261 peers)

Douglass Winthrop Advisors, LLC multi-year trail

Douglass Winthrop Advisors, LLC's plans moved +66.3% in assets from 2022 to 2024; this filing shows Douglass Winthrop Advisors 401(k) Plan at $6M / 26 participants.

#3,619
in Finance & Insurance (9,261 peers)
-11.3%
assets change YoY

The plan reported a net loss of $805K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Douglass Winthrop Advisors 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Douglass Winthrop Advisors 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,309,267 Top 45% higher than 55% of 139,123 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 2022

Douglass Winthrop Advisors 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Douglass Winthrop Advisors 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

DOL schedule card

Filing strip 134085380 · Douglass Winthrop Advisors, LLC PY 2022 · 401(k)

Douglass Winthrop Advisors 401(k) Plan · $6M · 26 · 55th

  • BOOK $6M
  • BOOK 26
  • BOOK 55th
  • BOOK 401(k)
  • BOOK near Intepros Consulting 401(k) Plan
  • BOOK ind #3619

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 New York →

Douglass Winthrop Advisors 401(k) Plan in the asset neighbourhood

Douglass Winthrop Advisors 401(k) PlanDouglass Winthrop Advisors 4…$6MIntepros Consulting 401(k) PlanIntepros Consulting 401(k) P…$6MIowa Home Care 401(k) Retirement PlanIowa Home Care 401(k) Retire…$6MWillow Creek Wealth Management, Inc. 401(k) Profit Sharing PlanWillow Creek Wealth Manageme…$6MTaylor Ford, Inc. 401(k) Plan$6M
End-of-year total assets ($M) among Douglass Winthrop Advisors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Douglass Winthrop Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Douglass Winthrop Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 66.31318661898442% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.31M $10.5M ▲ +66.2%
Year Plans Participants Total Assets
2022 1 26 $6M
2023 1 29 $8M
2024 1 31 $10M

Douglass Winthrop Advisors, LLC filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$805K
Employer EIN134085380
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Douglass Winthrop Advisors 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Douglass Winthrop Advisors 401(k) Plan, Total assets ($B): 0.006309267 · Participants: 26Douglass Winthrop Advisors 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Douglass Winthrop Advisors 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Douglass Winthrop Advisors 401(k) Plan side-by-side with 3 peers →

Douglass Winthrop Advisors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Intepros Consulting 401(k) Plan in MA ($6M); by covered participants it is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Douglass Winthrop Advisors 401(k) Plan assets move in 2022? ▼
Douglass Winthrop Advisors 401(k) Plan pulled back noticeably - down 11.3% during 2022, from $7M to $6M. Reported net income was -$805K.
How have Douglass Winthrop Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Douglass Winthrop Advisors, LLC's sponsor-wide assets grew 66.3%, from $6M to $10M.
Which 401(k) plans are similar in size to Douglass Winthrop Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intepros Consulting 401(k) Plan in MA ($6M, 298 participants).
Which 401(k) plans cover a similar participant headcount to Douglass Winthrop Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134085380.

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.