MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
MUNDIE & CO., INC.
This Money Purchase plan holds N/A in total assets and serves 3 participants as of 2022. It is sponsored by MUNDIE & CO., INC. in Illinois.
What the Filing Says About MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is a Money Purchase retirement plan sponsored by MUNDIE & CO., INC., headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 3 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 363168649, and the plan has been effective since 1983-03-22. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Money Purchase |
| Employer EIN | 363168649 |
| Plan Effective Date | 1983-03-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (MUNDIE & CO., INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6 | N/A |
| 2023 | 2 | 2 | N/A |
| 2024 | 2 | 2 | N/A |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- RETIREMENT PLAN FOR EMPLOYEES OF FERMI RESEARCH ALLIANCE, LLC $751M · 1,685
- NECA-IBEW LOCAL 364 DEFINED CONTRIBUTION PLAN $468M · 763
- PARKSITE INC. EMPLOYEE STOCK OWNERSHIP PLAN $274M · 627
- INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND $194M · 1,187
- SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS FUND $184M · 907
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST? ▼
What type of plan is MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST? ▼
Who sponsors the MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST? ▼
How did MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST perform in 2022? ▼
Where can I find official filings for MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST? ▼
How does MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST compare to other plans? ▼
Explore PlainRetire
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 363168649.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.