401(k) · DOL Form 5500 · 2023

Windels Marx Lane & Mittendorf, LLP 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
194
Participants Below avg headcount
87th
Percentile by assets National rank
$301,143
Avg per participant High balance/head
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Official DOL plan name: Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan · Sponsored by Windels Marx Lane & Mittendorf, LLP · New York · Professional & Technical Services

$58M in assets, 194 participants

Windels Marx Lane & Mittendorf, LLP's Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan reported $58M in total assets and 194 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.

  • #17,920 in Professional & Technical Services (20,321 peers)

Coverage in New York

Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan covers 194 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $58M.

#17,920
in Professional & Technical Services (20,321 peers)
+21.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan's outsized position by total assets

Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan vs every filed plan by assets

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

$58,421,834 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

Windels Marx Lane & Mittendorf, LLP Profit Sharing 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. Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan end-of-year assets rose from $48M in the plan year 2022 filing to $58M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 132773235 · Windels Marx Lane & Mittendorf, LLP PY 2023 · 401(k)

Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan · $58M · 194 · 87th

  • VS-ST $58M
  • BOY 194
  • SCH 87th
  • EBSA 401(k)
  • PART near Ktgy Group, Inc. 401(k) and Profit Sharing Plan
  • TYPE ind #17920

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 →

Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan in the asset neighbourhood

Icm Ventures Retirement Plan$58MInterstate Electrical Services Corporation 401(k) PlanInterstate Electrical Servic…$58MWindels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) PlanWindels Marx Lane & Mittendo…$58MKtgy Group, Inc. 401(k) and Profit Sharing PlanKtgy Group, Inc. 401(k) and …$58MUgn, Inc. Retirement and Savings PlanUgn, Inc. Retirement and Sav…$58M
End-of-year total assets ($M) among Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$58M
Net Income$10M
Employer EIN132773235
Plan Effective Date1989-05-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Windels Marx Lane & Mittendorf, LLP)

Sponsor-wide plan assets over time

All Windels Marx Lane & Mittendorf, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$112M 42.134319230456654% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $78.8M $112M ▲ +42.1%
Year Plans Participants Total Assets
2022 2 391 $79M
2023 2 303 $95M
2024 2 319 $112M

Nearby 401(k) Plans in New York

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

Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan, Total assets ($B): 0.058421834 · Participants: 194Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) 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
Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan side-by-side with 3 peers →

Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ktgy Group, Inc. 401(k) and Profit Sharing Plan in CA ($58M); by covered participants it is Challenger, Gray & Christmas, Inc. 401(k) Plan in IL (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan assets move in 2023? ▼
Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan grew sharply - up 21.2% during 2023, from $48M to $58M. Reported net income was $10M.
How have Windels Marx Lane & Mittendorf, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Windels Marx Lane & Mittendorf, LLP's sponsor-wide assets grew 42.1%, from $79M to $112M.
Where does Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) 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 Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ktgy Group, Inc. 401(k) and Profit Sharing Plan in CA ($58M, 577 participants).
Which 401(k) plans cover a similar participant headcount to Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Challenger, Gray & Christmas, Inc. 401(k) Plan in IL (194 participants, $11M 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 132773235.

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.