Other · DOL Form 5500 · 2022

Windels Marx Lane & Mittendorf, LLP Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
196
Participants Below avg headcount
83rd
Percentile by assets National rank
$156,294
Avg per participant Above avg balance/head
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Official DOL plan name: Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust · Sponsored by Windels Marx Lane & Mittendorf, LLP · New York · Professional & Technical Services

$31M in assets, 196 participants

Windels Marx Lane & Mittendorf, LLP's Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust reported $31M in total assets and 196 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #18,043 in Professional & Technical Services (21,562 peers)

Coverage in New York

Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust covers 196 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $31M.

#18,043
in Professional & Technical Services (21,562 peers)
-16.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust's outsized position by total assets

Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust vs every filed plan by assets

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

$30,633,658 Top 17% higher than 83% 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

Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust sits mid-pack in the medium band (196 participants).

DOL schedule card

Filing strip 132773235 · Windels Marx Lane & Mittendorf, LLP PY 2022 · Other

Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust · $31M · 196 · 83rd

  • IND $31M
  • IND 196
  • IND 83rd
  • IND Other
  • IND near Care Synergy 403(b) Plan
  • IND ind #18043

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 New York →

Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust in the asset neighbourhood

Lake Forest Academy Defined Contribution PlanLake Forest Academy Defined …$31MCare Synergy 403(b) Plan$31MWindels Marx Lane & Mittendorf, LLP Retirement Plan and TrustWindels Marx Lane & Mittendo…$31MWestern Wisconsin Health 403(b) PlanWestern Wisconsin Health 403…$31MKansas State University Foundation Defined Contribution Retirement PlanKansas State University Foun…$31M
End-of-year total assets ($M) among Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$31M
Net Income-$6M
Employer EIN132773235
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Windels Marx Lane & Mittendorf, LLP)

Sponsor-wide plan assets over time

All Windels Marx Lane & Mittendorf, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$112M 42.134319230456654% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $78.8M $112M ▲ +42.1%
Year Plans Participants Total Assets
2022 2 391 $79M
2023 2 303 $95M
2024 2 319 $112M

Nearby Other Plans in New York

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

Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust, Total assets ($B): 0.030633658 · Participants: 196Windels Marx Lane & Mittendorf, LLP Retirement Plan and TrustNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust vs. nearby Other plans in New York, assets vs. participants
Compare Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust side-by-side with 3 peers →

Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Care Synergy 403(b) Plan in CO ($31M); by covered participants it is Greater Springfield Senior Services 403(b) Thrift Plan in MA (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust assets move in 2022? ▼
Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust declined sharply - down 16.9% during 2022, from $37M to $31M. Reported net income was -$6M.
How have Windels Marx Lane & Mittendorf, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Windels Marx Lane & Mittendorf, LLP's sponsor-wide assets grew 42.1%, from $79M to $112M.
Where does Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust? ▼
Among Other plans in other states, the closest by assets is Care Synergy 403(b) Plan in CO ($31M, 687 participants).
Which Other plans cover a similar participant headcount to Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust? ▼
Among Other plans in other states, the closest by covered participants is Greater Springfield Senior Services 403(b) Thrift Plan in MA (196 participants, $9M 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 132773235.

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.