401(k) · DOL Form 5500 · 2024

Douglass Winthrop Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
31
Participants Small participant base
57th
Percentile by assets National rank
$338,488
Avg per participant High balance/head
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Official DOL plan name: Douglass Winthrop Advisors 401(k) Plan · Sponsored by Douglass Winthrop Advisors, LLC · New York · Finance & Insurance

$10M in assets, 31 participants

Douglass Winthrop Advisors, LLC's Douglass Winthrop Advisors 401(k) Plan reported $10M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,477 in Finance & Insurance (8,549 peers)

Douglass Winthrop Advisors, LLC multi-year trail

Douglass Winthrop Advisors, LLC's plans moved +66.3% in assets from 2022 to 2024; this filing shows Douglass Winthrop Advisors 401(k) Plan at $10M / 31 participants.

#3,477
in Finance & Insurance (8,549 peers)
+23.7%
assets growth YoY

Douglass Winthrop Advisors 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Douglass Winthrop Advisors 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,493,143 Top 43% higher than 57% of 123,620 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 2024

Douglass Winthrop Advisors 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Douglass Winthrop Advisors 401(k) Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Douglass Winthrop Advisors 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Douglass Winthrop Advisors 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Douglass Winthrop Advisors 401(k) Plan reported participants rose from 29 in the plan year 2023 filing to 31 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 134085380 · Douglass Winthrop Advisors, LLC PY 2024 · 401(k)

Douglass Winthrop Advisors 401(k) Plan · $10M · 31 · 57th

  • ASSETS $10M
  • PCT 31
  • EIN 57th
  • RANK 401(k)
  • PHOTO near Stylmark Incorporated 401(k) Plan
  • IND ind #3477

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 Finance & Insurance retirement plans → · Plans in New York →

Douglass Winthrop Advisors 401(k) Plan in the asset neighbourhood

Douglass Winthrop Advisors 401(k) PlanDouglass Winthrop Advisors 4…$10MStylmark Incorporated 401(k) PlanStylmark Incorporated 401(k)…$10MBridgestone Aircraft Tire (USA), Inc. 401(k)Bridgestone Aircraft Tire (U…$10MTdi 401(k) Plan$10MMcmahon Ford Savings Plan$10M
End-of-year total assets ($M) among Douglass Winthrop Advisors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Douglass Winthrop Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Douglass Winthrop Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 66.31318661898442% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.31M $10.5M ▲ +66.2%
Year Plans Participants Total Assets
2022 1 26 $6M
2023 1 29 $8M
2024 1 31 $10M

Douglass Winthrop Advisors, LLC filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN134085380
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Douglass Winthrop Advisors 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Douglass Winthrop Advisors 401(k) Plan, Total assets ($B): 0.010493143 · Participants: 31Douglass Winthrop Advisors 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Douglass Winthrop Advisors 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Douglass Winthrop Advisors 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Stylmark Incorporated 401(k) Plan in MN ($10M); by covered participants it is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Douglass Winthrop Advisors 401(k) Plan assets move in 2024? ▼
Douglass Winthrop Advisors 401(k) Plan grew sharply - up 23.7% during 2024, from $8M to $10M. Reported net income was $2M.
How have Douglass Winthrop Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Douglass Winthrop Advisors, LLC's sponsor-wide assets grew 66.3%, from $6M to $10M.
Which 401(k) plans are similar in size to Douglass Winthrop Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stylmark Incorporated 401(k) Plan in MN ($10M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Douglass Winthrop Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134085380.

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.