401(k) · DOL Form 5500 · 2023

Mendes & Mount, LLP 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
129
Participants Small participant base
89th
Percentile by assets National rank
$544,714
Avg per participant High balance/head
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Official DOL plan name: Mendes & Mount, LLP Retirement Plan · Sponsored by Mendes & Mount, LLP · New York · Professional & Technical Services

$70M in assets, 129 participants

Mendes & Mount, LLP's Mendes & Mount, LLP Retirement Plan reported $70M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,255 in Professional & Technical Services (20,321 peers)

Coverage in New York

Mendes & Mount, LLP Retirement Plan covers 129 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $70M.

#18,255
in Professional & Technical Services (20,321 peers)
+16.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Mendes & Mount, LLP Retirement Plan's outsized position by total assets

Mendes & Mount, LLP Retirement Plan vs every filed plan by assets

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

$70,268,094 Top 11% higher than 89% 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

Mendes & Mount, LLP Retirement 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. Mendes & Mount, LLP Retirement Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mendes & Mount, LLP Retirement Plan reported net income rose from -$17M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Mendes & Mount, LLP Retirement Plan end-of-year assets rose from $60M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • Mendes & Mount, LLP Retirement Plan reported participants fell from 141 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 135535371 · Mendes & Mount, LLP PY 2023 · 401(k)

Mendes & Mount, LLP Retirement Plan · $70M · 129 · 89th

  • VS-ST $70M
  • BOY 129
  • SCH 89th
  • EBSA 401(k)
  • PART near Effingham Equity Savings Plan & Trust
  • TYPE ind #18255

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 →

Mendes & Mount, LLP Retirement Plan in the asset neighbourhood

National Development Associates of New England & Affiliates 401(k) Profit Sharing Plan & TrustNational Development Associa…$70MKaeser Compressors, Inc. 401(k) Profit Sharing PlanKaeser Compressors, Inc. 401…$70MChaney Enterprises Companies 401(k) Profit Sharing PlanChaney Enterprises Companies…$70MMendes & Mount, LLP Retirement PlanMendes & Mount, LLP Retireme…$70MEffingham Equity Savings Plan & TrustEffingham Equity Savings Pla…$70M
End-of-year total assets ($M) among Mendes & Mount, LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$70M
Net Income$10M
Employer EIN135535371
Plan Effective Date1984-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mendes & Mount, LLP)

Sponsor-wide plan assets over time

All Mendes & Mount, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$80M 32.867352439180266% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60.1M $79.9M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 141 $60M
2023 1 129 $70M
2024 1 135 $80M

Nearby 401(k) Plans in New York

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

Mendes & Mount, LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Mendes & Mount, LLP Retirement Plan, Total assets ($B): 0.070268094 · Participants: 129Mendes & Mount, LLP Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Mendes & Mount, LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Mendes & Mount, LLP Retirement Plan side-by-side with 3 peers →

Mendes & Mount, LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Effingham Equity Savings Plan & Trust in IL ($70M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Mendes & Mount, LLP Retirement Plan assets move in 2023? ▼
Mendes & Mount, LLP Retirement Plan grew sharply - up 16.9% during 2023, from $60M to $70M. Reported net income was $10M.
How have Mendes & Mount, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mendes & Mount, LLP's sponsor-wide assets grew 32.9%, from $60M to $80M.
Where does Mendes & Mount, LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Mendes & Mount, LLP Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mendes & Mount, LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Effingham Equity Savings Plan & Trust in IL ($70M, 556 participants).
Which 401(k) plans cover a similar participant headcount to Mendes & Mount, LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 135535371.

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.