401(k) · DOL Form 5500 · 2023

Mosaic Group, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
307
Participants Below avg headcount
35th
Percentile by assets National rank
$9,039
Avg per participant Low balance/head
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Official DOL plan name: Mosaic Group, LLC 401(k) Plan · Sponsored by Mosaic Group, LLC · North Carolina · Healthcare & Social Assistance

$3M in assets, 307 participants

Mosaic Group, LLC's Mosaic Group, LLC 401(k) Plan reported $3M in total assets and 307 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,203 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Mosaic Group, LLC 401(k) Plan covers 307 participants in North Carolina, about 37% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.

#6,203
in Healthcare & Social Assistance (17,684 peers)
+56.6%
assets growth YoY

Mosaic Group, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mosaic Group, LLC 401(k) Plan vs every filed plan by assets

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

$2,775,016 35th percentile higher than 35% 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

Mosaic Group, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mosaic Group, LLC 401(k) Plan sits mid-pack in the medium band (307 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mosaic Group, LLC 401(k) Plan reported net income rose from $256K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mosaic Group, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mosaic Group, LLC 401(k) Plan reported participants rose from 231 in the plan year 2022 filing to 307 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 811918765 · Mosaic Group, LLC PY 2023 · 401(k)

Mosaic Group, LLC 401(k) Plan · $3M · 307 · 35th

  • ASSETS $3M
  • ASSETS 307
  • ASSETS 35th
  • ASSETS 401(k)
  • ASSETS near Age 401(k) Plan
  • ASSETS ind #6203

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Mosaic Group, LLC 401(k) Plan in the asset neighbourhood

Mosaic Group, LLC 401(k) Plan$3MDirect Urgent Care, Inc. 401(k) PlanDirect Urgent Care, Inc. 401…$3MGraves Menu Maker Foods, Inc. 401(k) PlanGraves Menu Maker Foods, Inc…$3MAge 401(k) Plan$3MHpcca - Haig Point 401(k) PlanHpcca - Haig Point 401(k) Pl…$3M
End-of-year total assets ($M) among Mosaic Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN811918765
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mosaic Group, LLC)

Sponsor-wide plan assets over time

All Mosaic Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 121.89703863901104% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.77M $3.93M ▲ +122.0%
Year Plans Participants Total Assets
2022 1 231 $2M
2023 1 307 $3M
2024 1 389 $4M

Nearby 401(k) Plans in North Carolina

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

Mosaic Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Mosaic Group, LLC 401(k) Plan, Total assets ($B): 0.002775016 · Participants: 307Mosaic Group, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Mosaic Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Mosaic Group, LLC 401(k) Plan side-by-side with 3 peers →

Mosaic Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Age 401(k) Plan in TX ($3M); by covered participants it is Reliable Heating and Air 401(k) Plan in GA (307 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (307 participants); 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 Mosaic Group, LLC 401(k) Plan assets move in 2023? ▼
Mosaic Group, LLC 401(k) Plan surged - up 56.6% during 2023, from $2M to $3M. Reported net income was $1M.
How have Mosaic Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mosaic Group, LLC's sponsor-wide assets grew 121.9%, from $2M to $4M.
Which 401(k) plans are similar in size to Mosaic Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Age 401(k) Plan in TX ($3M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Mosaic Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Heating and Air 401(k) Plan in GA (307 participants, $5M 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 811918765.

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.