401(k) · DOL Form 5500 · 2023

Compass, Inc. 401(k) Plan

Data updated 2026-08-25

$137M
Total assets Near avg plan size
3,072
Participants Above avg headcount
93rd
Percentile by assets National rank
$44,564
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Compass 401(k) Plan · Sponsored by Compass, Inc. · New York · Real Estate

$137M in assets, 3,072 participants

Compass, Inc.'s Compass 401(k) Plan reported $137M in total assets and 3,072 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #4,646 in Real Estate (4,727 peers)

Coverage in New York

Compass 401(k) Plan covers 3,072 participants in New York, 3.9x the typical New York plan (state average ~798 per filing). Assets: $137M.

#4,646
in Real Estate (4,727 peers)
+22.0%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Compass 401(k) Plan's outsized position by total assets

Compass 401(k) Plan vs every filed plan by assets

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

$136,899,798 Top 7% higher than 93% 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

Compass 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Compass 401(k) Plan lands in the large band (3,072 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Compass 401(k) Plan reported net income rose from $5M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Compass 401(k) Plan reported participants fell from 4,420 in the plan year 2022 filing to 3,072 in the plan year 2023 filing.
  • Compass 401(k) Plan end-of-year assets rose from $112M in the plan year 2022 filing to $137M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 300751604 · Compass, Inc. PY 2023 · 401(k)

Compass 401(k) Plan · $137M · 3,072 · 93rd

  • EBSA $137M
  • EBSA 3,072
  • EBSA 93rd
  • EBSA 401(k)
  • EBSA near Woman's Hospital Foundation Employer Contribution Plan
  • EBSA ind #4646

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 Real Estate retirement plans → · Plans in New York →

Compass 401(k) Plan in the asset neighbourhood

Healogics, LLC. 401(k) Plan$137MSpirax Sarco, Inc. 401(k) PlanSpirax Sarco, Inc. 401(k) Pl…$137MCompass 401(k) Plan$137MWoman's Hospital Foundation Employer Contribution PlanWoman's Hospital Foundation …$137MOcean Network Express (North America) Inc. 401(k) PlanOcean Network Express (North…$137M
End-of-year total assets ($M) among Compass 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)$112M
Net Assets (End of Year)$137M
Net Income$25M
Employer EIN300751604
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Compass, Inc.)

Sponsor-wide plan assets over time

All Compass, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$172M 53.45085519903749% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $112M $172M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 4,420 $112M
2023 1 3,072 $137M
2024 1 2,737 $172M

Nearby 401(k) Plans in New York

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

Compass 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Compass 401(k) Plan, Total assets ($B): 0.136899798 · Participants: 3072Compass 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
Compass 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Compass 401(k) Plan side-by-side with 3 peers →

Compass 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Woman's Hospital Foundation Employer Contribution Plan in LA ($137M); by covered participants it is Tallahassee Memorial Healthcare 401(a) Retirement Savings Plan in FL (3,071 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($137M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,072 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 Compass 401(k) Plan assets move in 2023? ▼
Compass 401(k) Plan grew sharply - up 22.0% during 2023, from $112M to $137M. Reported net income was $25M.
How have Compass, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Compass, Inc.'s sponsor-wide assets grew 53.5%, from $112M to $172M.
Where does Compass 401(k) Plan rank by assets among Form 5500 filers? ▼
Compass 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Compass 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woman's Hospital Foundation Employer Contribution Plan in LA ($137M, 1,723 participants).
Which 401(k) plans cover a similar participant headcount to Compass 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tallahassee Memorial Healthcare 401(a) Retirement Savings Plan in FL (3,071 participants, $181M 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 300751604.

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.