401(k) · DOL Form 5500 · 2023

Mound Cotton Wollan & Greengrass LLP 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
146
Participants Small participant base
88th
Percentile by assets National rank
$465,619
Avg per participant High balance/head
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Official DOL plan name: Mound Cotton Wollan & Greengrass LLP 401(k) Plan · Sponsored by Mound Cotton Wollan & Greengrass LLP · New York · Professional & Technical Services

$68M in assets, 146 participants

Mound Cotton Wollan & Greengrass LLP's Mound Cotton Wollan & Greengrass LLP 401(k) Plan reported $68M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,210 in Professional & Technical Services (20,321 peers)

Coverage in New York

Mound Cotton Wollan & Greengrass LLP 401(k) Plan covers 146 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $68M.

#18,210
in Professional & Technical Services (20,321 peers)
+19.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Mound Cotton Wollan & Greengrass LLP 401(k) Plan's outsized position by total assets

Mound Cotton Wollan & Greengrass LLP 401(k) Plan vs every filed plan by assets

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

$67,980,310 Top 12% higher than 88% 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

Mound Cotton Wollan & Greengrass LLP 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. Mound Cotton Wollan & Greengrass LLP 401(k) Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mound Cotton Wollan & Greengrass LLP 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Mound Cotton Wollan & Greengrass LLP 401(k) Plan end-of-year assets rose from $57M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Mound Cotton Wollan & Greengrass LLP 401(k) Plan reported participants rose from 139 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 135339441 · Mound Cotton Wollan & Greengrass LLP PY 2023 · 401(k)

Mound Cotton Wollan & Greengrass LLP 401(k) Plan · $68M · 146 · 88th

  • TYPE $68M
  • NET 146
  • BOOK 88th
  • VS-ST 401(k)
  • BOY near Upstart Network, Inc. 401(k) Plan
  • SCH ind #18210

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 →

Mound Cotton Wollan & Greengrass LLP 401(k) Plan in the asset neighbourhood

Bassett Furniture Ind. Inc. 401(k) PlanBassett Furniture Ind. Inc. …$68MEvans Petree PC 401(k) Plan and TrustEvans Petree PC 401(k) Plan …$68MRogers Machinery Company, Inc. 401(k) Profit Sharing PlanRogers Machinery Company, In…$68MMound Cotton Wollan & Greengrass LLP 401(k) PlanMound Cotton Wollan & Greeng…$68MUpstart Network, Inc. 401(k) PlanUpstart Network, Inc. 401(k)…$68M
End-of-year total assets ($M) among Mound Cotton Wollan & Greengrass LLP 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)$57M
Net Assets (End of Year)$68M
Net Income$11M
Employer EIN135339441
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mound Cotton Wollan & Greengrass LLP)

Sponsor-wide plan assets over time

All Mound Cotton Wollan & Greengrass LLP plans reported in each filing year

Latest sponsor-wide plan assets
$80M 40.35914705986744% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.7M $79.6M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 139 $57M
2023 1 146 $68M
2024 1 144 $80M

Nearby 401(k) Plans in New York

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

Mound Cotton Wollan & Greengrass LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Mound Cotton Wollan & Greengrass LLP 401(k) Plan, Total assets ($B): 0.06798031 · Participants: 146Mound Cotton Wollan & Greengrass LLP 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
Mound Cotton Wollan & Greengrass LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Mound Cotton Wollan & Greengrass LLP 401(k) Plan side-by-side with 3 peers →

Mound Cotton Wollan & Greengrass LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Upstart Network, Inc. 401(k) Plan in CA ($68M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Mound Cotton Wollan & Greengrass LLP 401(k) Plan assets move in 2023? ▼
Mound Cotton Wollan & Greengrass LLP 401(k) Plan grew sharply - up 19.9% during 2023, from $57M to $68M. Reported net income was $11M.
How have Mound Cotton Wollan & Greengrass LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mound Cotton Wollan & Greengrass LLP's sponsor-wide assets grew 40.4%, from $57M to $80M.
Where does Mound Cotton Wollan & Greengrass LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Mound Cotton Wollan & Greengrass LLP 401(k) Plan ranks in the 88th 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 Mound Cotton Wollan & Greengrass LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Upstart Network, Inc. 401(k) Plan in CA ($68M, 1,863 participants).
Which 401(k) plans cover a similar participant headcount to Mound Cotton Wollan & Greengrass LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (146 participants, $1M 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 135339441.

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.