401(k) · DOL Form 5500 · 2023

New Mountain Capital, LLC 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
197
Participants Below avg headcount
87th
Percentile by assets National rank
$296,832
Avg per participant High balance/head
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Official DOL plan name: New Mountain Capital, LLC 401(k) Profit Sharing Plan · Sponsored by New Mountain Capital, LLC · New York · Finance & Insurance

$58M in assets, 197 participants

New Mountain Capital, LLC's New Mountain Capital, LLC 401(k) Profit Sharing Plan reported $58M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,101 in Finance & Insurance (8,869 peers)

Coverage in New York

New Mountain Capital, LLC 401(k) Profit Sharing Plan covers 197 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $58M.

#7,101
in Finance & Insurance (8,869 peers)
+28.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

New Mountain Capital, LLC 401(k) Profit Sharing Plan's outsized position by total assets

New Mountain Capital, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$58,475,809 Top 13% higher than 87% 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

New Mountain Capital, LLC 401(k) Profit Sharing 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. New Mountain Capital, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Mountain Capital, LLC 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • New Mountain Capital, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $45M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • New Mountain Capital, LLC 401(k) Profit Sharing Plan reported participants rose from 186 in the plan year 2022 filing to 197 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810659915 · New Mountain Capital, LLC PY 2023 · 401(k)

New Mountain Capital, LLC 401(k) Profit Sharing Plan · $58M · 197 · 87th

  • BOOK $58M
  • BOOK 197
  • BOOK 87th
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  • BOOK near Accretive Technology Group, Inc. 401 (K) Plan
  • BOOK ind #7101

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 New York →

New Mountain Capital, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Huhtamaki Long Term Savings and Investment Plan Hourly EmployeesHuhtamaki Long Term Savings …$58MAopa Employees' 401(k) Retirement PlanAopa Employees' 401(k) Retir…$58MNew Mountain Capital, LLC 401(k) Profit Sharing PlanNew Mountain Capital, LLC 40…$58MAccretive Technology Group, Inc. 401 (K) PlanAccretive Technology Group, …$58MAntylia Scientific 401(k) Retirement PlanAntylia Scientific 401(k) Re…$58M
End-of-year total assets ($M) among New Mountain Capital, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$58M
Net Income$13M
Employer EIN810659915
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Mountain Capital, LLC)

Sponsor-wide plan assets over time

All New Mountain Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$72M 58.74070924784881% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $45.5M $72.2M ▲ +58.7%
Year Plans Participants Total Assets
2022 1 186 $45M
2023 1 197 $58M
2024 1 221 $72M

Nearby 401(k) Plans in New York

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

New Mountain Capital, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants New Mountain Capital, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.058475809 · Participants: 197New Mountain Capital, LLC 401(k) Profit Sharing 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
New Mountain Capital, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare New Mountain Capital, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

New Mountain Capital, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Accretive Technology Group, Inc. 401 (K) Plan in WA ($58M); by covered participants it is Rave 401(k) Plan in MA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 New Mountain Capital, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
New Mountain Capital, LLC 401(k) Profit Sharing Plan grew sharply - up 28.5% during 2023, from $45M to $58M. Reported net income was $13M.
How have New Mountain Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Mountain Capital, LLC's sponsor-wide assets grew 58.7%, from $45M to $72M.
Where does New Mountain Capital, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
New Mountain Capital, LLC 401(k) Profit Sharing Plan ranks in the 87th 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 New Mountain Capital, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Accretive Technology Group, Inc. 401 (K) Plan in WA ($58M, 412 participants).
Which 401(k) plans cover a similar participant headcount to New Mountain Capital, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rave 401(k) Plan in MA (197 participants, N/A 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 810659915.

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.