Money Purchase · DOL Form 5500 · 2023

Mundie & Company, Inc. Money Purchase Plan

Data updated 2026-08-25

$110
Total assets Small plan by assets
1
Participants Small participant base
0th
Percentile by assets National rank
$110
Avg per participant Low balance/head
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Official DOL plan name: Mundie & Co Profit Sharing Plan · Sponsored by Mundie & Company, Inc. · Illinois · Real Estate

$110 in assets, 1 participants

Mundie & Company, Inc.'s Mundie & Co Profit Sharing Plan reported $110 in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 0th 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.

  • #20 in Real Estate (4,727 peers)

Mundie & Company, Inc. multi-year trail

Mundie & Company, Inc.'s plans moved -95.3% in assets from 2022 to 2024; this filing shows Mundie & Co Profit Sharing Plan at $110 / 1 participant.

#20
in Real Estate (4,727 peers)
-37.1%
assets change YoY

The plan reported a net loss of $65 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mundie & Co Profit Sharing Plan among the smaller filed plans by assets

Mundie & Co Profit Sharing Plan vs every filed plan by assets

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

$110 0th percentile higher than 0% 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

Mundie & Co Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mundie & Co Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mundie & Co Profit Sharing Plan reported net income rose from -$680K in the plan year 2022 filing to -$65 in the plan year 2023 filing.
  • Mundie & Co Profit Sharing Plan reported participants fell from 3 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Mundie & Co Profit Sharing Plan end-of-year assets fell from $175 in the plan year 2022 filing to $110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363168649 · Mundie & Company, Inc. PY 2023 · Money Purchase

Mundie & Co Profit Sharing Plan · $110 · 1 · 0th

  • EOY $110
  • 5500 1
  • ASSETS 0th
  • PCT Money Purchase
  • EIN near Employee Benefits Plan of Sumter Senior Services, Inc.
  • RANK ind #20

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 Illinois →

Mundie & Co Profit Sharing Plan in the asset neighbourhood

Mundie & Co Profit Sharing PlanMundie & Co Profit Sharing P…$110Employee Benefits Plan of Sumter Senior Services, Inc.Employee Benefits Plan of Su…$102Northwestern Medical Center, Inc. Money Purchase Pension PlanNorthwestern Medical Center,…$276Epstein Becker & Green, P.C. Target Benefit PlanEpstein Becker & Green, P.C.…$330Burrell Behavioral Health 403a Retirement PlanBurrell Behavioral Health 40…$752
End-of-year total assets ($M) among Mundie & Co Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Mundie & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mundie & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7K 95.26410376121618% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.16M $0.01M ▼ -93.8%
Year Plans Participants Total Assets
2022 2 6 $156K
2023 2 2 $157K
2024 2 2 $7K

Mundie & Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$175
Net Assets (End of Year)$110
Net Income-$65
Employer EIN363168649
Plan Effective Date1983-04-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Illinois

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Mundie & Co Profit Sharing Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Mundie & Co Profit Sharing Plan, Total assets ($M): 0.00011 · Participants: 1Mundie & Co Profit Sharing PlanRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 750.948481 · Participants: 1685Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 677.825728 · Participants: 2263NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 467.762197 · Participants: 763NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 193.857812 · Participants: 1187International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 183.62372 · Participants: 907Sheet Metal Workers Local 219 Retirement Savings Fund
Mundie & Co Profit Sharing Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Mundie & Co Profit Sharing Plan side-by-side with 3 peers →

Mundie & Co Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Employee Benefits Plan of Sumter Senior Services, Inc. in SC ($102); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mundie & Co Profit Sharing Plan assets move in 2023? ▼
Mundie & Co Profit Sharing Plan contracted severely - down 37.1% during 2023, from $175 to $110. Reported net income was -$65.
How have Mundie & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mundie & Company, Inc.'s sponsor-wide assets declined 95.3%, from $156K to $7K.
Where does Mundie & Co Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Mundie & Co Profit Sharing Plan ranks in the 0th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Mundie & Co Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Employee Benefits Plan of Sumter Senior Services, Inc. in SC ($102, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Mundie & Co Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K 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 363168649.

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.