Other · DOL Form 5500 · 2023
Windels Marx Lane & Mittendorf, LLP Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 109
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $338,154
- Avg per participant High balance/head
Official DOL plan name: Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust · Sponsored by Windels Marx Lane & Mittendorf, LLP · New York · Professional & Technical Services
$37M in assets, 109 participants
Windels Marx Lane & Mittendorf, LLP's Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust reported $37M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,815 in Professional & Technical Services (20,321 peers)
Coverage in New York
Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust covers 109 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $37M.
- #16,815
- in Professional & Technical Services (20,321 peers)
- +20.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust's outsized position by total assets
Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,858,819 Top 18% higher than 82% of 127,068 filed plans
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 Retirement Plan and Trust 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 Retirement Plan and Trust sits mid-pack in the medium band (109 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust reported participants fell from 196 in the plan year 2022 filing to 109 in the plan year 2023 filing.
- Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 132773235 · Windels Marx Lane & Mittendorf, LLP PY 2023 · Other
Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust · $37M · 109 · 82nd
- EIN $37M
- RANK 109
- PHOTO 82nd
- IND Other
- EOY near Tiaa-Cref Retirement Plan for Staff and Faculty of Webb School
- 5500 ind #16815
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 Retirement Plan and Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $6M |
| Employer EIN | 132773235 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 391 | $79M |
| 2023 | 2 | 303 | $95M |
| 2024 | 2 | 319 | $112M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Tiaa-Cref Retirement Plan for Staff and Faculty of Webb School in TN ($37M); by covered participants it is The Harvard Management Company 403(b) Tax-Deferred Annuity Plan in MA (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Tiaa-Cref Retirement Plan for Staff and Faculty of Webb School (TN) $37M · 257
- Child Care Resource Center 403b Retirement Savings Plan (CA) $37M · 1,048
- Elizabeth Glaser Pediatric Aids Foundation 403(b) Plan (DC) $37M · 123
- West Virginia University Research Corporation 403b Defined Contribution Plan (WV) $37M · 534
Similar participant headcount
Nearest other-state filings by covered participants (109 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.