401(k) · DOL Form 5500 · 2023

Mosaic Companies, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
289
Participants Below avg headcount
56th
Percentile by assets National rank
$30,881
Avg per participant Low balance/head
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Official DOL plan name: Mosaic Companies, LLC 401(k) Plan · Sponsored by Mosaic Companies, LLC · Florida · Wholesale Trade

$9M in assets, 289 participants

Mosaic Companies, LLC's Mosaic Companies, LLC 401(k) Plan reported $9M in total assets and 289 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,990 in Wholesale Trade (6,309 peers)

Coverage in Florida

Mosaic Companies, LLC 401(k) Plan covers 289 participants in Florida, about 46% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#2,990
in Wholesale Trade (6,309 peers)
+18.0%
assets growth YoY

Mosaic Companies, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

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

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

$8,924,639 Top 44% higher than 56% 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 Companies, 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 Companies, LLC 401(k) Plan sits mid-pack in the medium band (289 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mosaic Companies, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mosaic Companies, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Mosaic Companies, LLC 401(k) Plan reported participants rose from 257 in the plan year 2022 filing to 289 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 852890759 · Mosaic Companies, LLC PY 2023 · 401(k)

Mosaic Companies, LLC 401(k) Plan · $9M · 289 · 56th

  • PCT $9M
  • PCT 289
  • PCT 56th
  • PCT 401(k)
  • PCT near Crist, Biorn, Shepherd & Roskoph 401(k) Profit Sharing Plan
  • PCT ind #2990

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 Wholesale Trade retirement plans → · Plans in Florida →

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

Crist, Biorn, Shepherd & Roskoph 401(k) Profit Sharing PlanCrist, Biorn, Shepherd & Ros…$9MWagner Industries, LLC 401(k) Retirement PlanWagner Industries, LLC 401(k…$9MApex Logistics, LLC 401(k) PlanApex Logistics, LLC 401(k) P…$9MMosaic Companies, LLC 401(k) PlanMosaic Companies, LLC 401(k)…$9MBoston Mountain Rural Health Center Inc. 401(k) PlanBoston Mountain Rural Health…$9M
End-of-year total assets ($M) among Mosaic Companies, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN852890759
Plan Effective Date2021-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mosaic Companies, LLC)

Sponsor-wide plan assets over time

All Mosaic Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 13.218174980681175% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.56M $8.56M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 257 $8M
2023 1 289 $9M
2024 1 298 $9M

Nearby 401(k) Plans in Florida

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

Mosaic Companies, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Mosaic Companies, LLC 401(k) Plan, Total assets ($B): 0.008924639 · Participants: 289Mosaic Companies, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Mosaic Companies, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Mosaic Companies, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Crist, Biorn, Shepherd & Roskoph 401(k) Profit Sharing Plan in CA ($9M); by covered participants it is Validity Inc. 401(k) Plan in MA (289 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (289 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 Companies, LLC 401(k) Plan assets move in 2023? ▼
Mosaic Companies, LLC 401(k) Plan grew sharply - up 18.0% during 2023, from $8M to $9M. Reported net income was $1M.
How have Mosaic Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mosaic Companies, LLC's sponsor-wide assets grew 13.2%, from $8M to $9M.
Which 401(k) plans are similar in size to Mosaic Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crist, Biorn, Shepherd & Roskoph 401(k) Profit Sharing Plan in CA ($9M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Mosaic Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Validity Inc. 401(k) Plan in MA (289 participants, $23M 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 852890759.

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.