401(k) · DOL Form 5500 · 2023

Coordinated Planning, Inc. Dba Mundy & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1
Participants Small participant base
40th
Percentile by assets National rank
$4.0M
Avg per participant High balance/head
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Official DOL plan name: Mundy & Associates, Inc. 401(k) Plan · Sponsored by Coordinated Planning, Inc. Dba Mundy & Associates, Inc. · Nebraska · Finance & Insurance

$4M in assets, 1 participants

Coordinated Planning, Inc. Dba Mundy & Associates, Inc.'s Mundy & Associates, Inc. 401(k) Plan reported $4M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,498 in Finance & Insurance (8,869 peers)

Coordinated Planning, Inc. Dba Mundy & Associates, Inc. multi-year trail

Coordinated Planning, Inc. Dba Mundy & Associates, Inc.'s plans moved +16.3% in assets from 2022 to 2024; this filing shows Mundy & Associates, Inc. 401(k) Plan at $4M / 1 participant.

#2,498
in Finance & Insurance (8,869 peers)
+8.7%
assets growth YoY

Mundy & Associates, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Mundy & Associates, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,951,839 40th percentile higher than 40% of 127,068 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 2023

Mundy & Associates, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mundy & Associates, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mundy & Associates, Inc. 401(k) Plan reported net income rose from -$545K in the plan year 2022 filing to $316K in the plan year 2023 filing.
  • Mundy & Associates, Inc. 401(k) Plan reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Mundy & Associates, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470837375 · Coordinated Planning, Inc. Dba Mundy & Associates, Inc. PY 2023 · 401(k)

Mundy & Associates, Inc. 401(k) Plan · $4M · 1 · 40th

  • RANK $4M
  • RANK 1
  • RANK 40th
  • RANK 401(k)
  • RANK near Seldon Stokoe & Sons, Inc. Profit Sharing Plan
  • RANK ind #2498

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 Nebraska →

Mundy & Associates, Inc. 401(k) Plan in the asset neighbourhood

Mundy & Associates, Inc. 401(k) PlanMundy & Associates, Inc. 401…$4MSeldon Stokoe & Sons, Inc. Profit Sharing PlanSeldon Stokoe & Sons, Inc. P…$4MMobile Integration Workgroup, Inc. 401(k) PlanMobile Integration Workgroup…$4MThe Chalfin Group Inc Employees Profit Sharing PlanThe Chalfin Group Inc Employ…$4MAge Logistics Corporation 401(k) Profit Sharing Plan and TrustAge Logistics Corporation 40…$4M
End-of-year total assets ($M) among Mundy & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Coordinated Planning, Inc. Dba Mundy & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coordinated Planning, Inc. Dba Mundy & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 16.33766242338468% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $3.64M $4.23M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 1 $4M
2024 2 3 $4M

Coordinated Planning, Inc. Dba Mundy & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$316K
Employer EIN470837375
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nebraska

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

Mundy & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Mundy & Associates, Inc. 401(k) Plan, Total assets ($B): 0.003951839 · Participants: 1Mundy & Associates, Inc. 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Mundy & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Mundy & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Mundy & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Seldon Stokoe & Sons, Inc. Profit Sharing Plan in NY ($4M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mundy & Associates, Inc. 401(k) Plan assets move in 2023? ▼
Mundy & Associates, Inc. 401(k) Plan grew at a solid clip - up 8.7% during 2023, from $4M to $4M. Reported net income was $316K.
How have Coordinated Planning, Inc. Dba Mundy & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coordinated Planning, Inc. Dba Mundy & Associates, Inc.'s sponsor-wide assets grew 16.3%, from $4M to $4M.
Which 401(k) plans are similar in size to Mundy & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seldon Stokoe & Sons, Inc. Profit Sharing Plan in NY ($4M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Mundy & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470837375.

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.