401(k) · DOL Form 5500 · 2024

Coordinated Planning, Inc. Dba Mundy & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
39th
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mundy & Associates, Inc. 401(k) Plan · Sponsored by Coordinated Planning, Inc. Dba Mundy & Associates, Inc. · Nebraska · Finance & Insurance

$4M in assets, 2 participants

Coordinated Planning, Inc. Dba Mundy & Associates, Inc.'s Mundy & Associates, Inc. 401(k) Plan reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,231 in Finance & Insurance (8,549 peers)

Coordinated Planning, Inc. Dba Mundy & Associates, Inc. multi-year trail

Coordinated Planning, Inc. Dba Mundy & Associates, Inc.'s plans moved +16.3% in assets from 2022 to 2024; this filing shows Mundy & Associates, Inc. 401(k) Plan at $4M / 2 participants.

#2,231
in Finance & Insurance (8,549 peers)
+7.0%
assets growth YoY

Mundy & Associates, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Mundy & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$4,230,063 39th percentile higher than 39% 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

Mundy & Associates, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mundy & Associates, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mundy & Associates, Inc. 401(k) Plan reported participants rose from 1 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Mundy & Associates, Inc. 401(k) Plan reported net income fell from $316K in the plan year 2023 filing to $278K in the plan year 2024 filing.
  • Mundy & Associates, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 470837375 · Coordinated Planning, Inc. Dba Mundy & Associates, Inc. PY 2024 · 401(k)

Mundy & Associates, Inc. 401(k) Plan · $4M · 2 · 39th

  • TYPE $4M
  • TYPE 2
  • TYPE 39th
  • TYPE 401(k)
  • TYPE near Assi Security, Inc. 401(k) Profit Sharing Plan and Trust
  • TYPE ind #2231

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 Nebraska →

Mundy & Associates, Inc. 401(k) Plan in the asset neighbourhood

Mundy & Associates, Inc. 401(k) PlanMundy & Associates, Inc. 401…$4MAssi Security, Inc. 401(k) Profit Sharing Plan and TrustAssi Security, Inc. 401(k) P…$4MPhoenix Software International, Inc. 401(k) Savings PlanPhoenix Software Internation…$4MMcmahon Tire Service, Inc. Retirement PlanMcmahon Tire Service, Inc. R…$4MNorth Shore Printers, Inc. Employee Retirement Plan & TrustNorth Shore Printers, Inc. E…$4M
End-of-year total assets ($M) among Mundy & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Coordinated Planning, Inc. Dba Mundy & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coordinated Planning, Inc. Dba Mundy & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 16.33766242338468% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $3.64M $4.23M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 1 $4M
2024 2 3 $4M

Coordinated Planning, Inc. Dba Mundy & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$278K
Employer EIN470837375
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nebraska

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

Mundy & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Mundy & Associates, Inc. 401(k) Plan, Total assets ($B): 0.004230063 · Participants: 2Mundy & Associates, Inc. 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
Mundy & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Mundy & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Mundy & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Assi Security, Inc. 401(k) Profit Sharing Plan and Trust in CA ($4M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Mundy & Associates, Inc. 401(k) Plan assets move in 2024? ▼
Mundy & Associates, Inc. 401(k) Plan grew at a solid clip - up 7.0% during 2024, from $4M to $4M. Reported net income was $278K.
How have Coordinated Planning, Inc. Dba Mundy & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coordinated Planning, Inc. Dba Mundy & Associates, Inc.'s sponsor-wide assets grew 16.3%, from $4M to $4M.
Which 401(k) plans are similar in size to Mundy & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Assi Security, Inc. 401(k) Profit Sharing Plan and Trust in CA ($4M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Mundy & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 470837375.

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.