Other · DOL Form 5500 · 2024

Windels Marx Lane & Mittendorf, LLP Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
115
Participants Small participant base
82nd
Percentile by assets National rank
$372,129
Avg per participant High balance/head
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Official DOL plan name: Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust · Sponsored by Windels Marx Lane & Mittendorf, LLP · New York · Professional & Technical Services

$43M in assets, 115 participants

Windels Marx Lane & Mittendorf, LLP's Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust reported $43M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,708 in Professional & Technical Services (20,173 peers)

Coverage in New York

Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust covers 115 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $43M.

#16,708
in Professional & Technical Services (20,173 peers)
+16.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust's outsized position by total assets

Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust vs every filed plan by assets

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

$42,794,862 Top 18% higher than 82% 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

Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust end-of-year assets rose from $37M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust reported participants rose from 109 in the plan year 2023 filing to 115 in the plan year 2024 filing.
  • Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 132773235 · Windels Marx Lane & Mittendorf, LLP PY 2024 · Other

Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust · $43M · 115 · 82nd

  • BOOK $43M
  • BOOK 115
  • BOOK 82nd
  • BOOK Other
  • BOOK near Alliant Health Solutions, Inc. 403(b) Plan
  • BOOK ind #16708

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 →

Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust in the asset neighbourhood

Alliant Health Solutions, Inc. 403(b) PlanAlliant Health Solutions, In…$43MWindels Marx Lane & Mittendorf, LLP Retirement Plan and TrustWindels Marx Lane & Mittendo…$43MNational Safety Council 403(b) Retirement PlanNational Safety Council 403(…$43MCentral Methodist University DC Retirement Plan and Tax Deferred Annuity PlanCentral Methodist University…$43MPopulation Services International 403(b) PlanPopulation Services Internat…$43M
End-of-year total assets ($M) among Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$43M
Net Income$6M
Employer EIN132773235
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Windels Marx Lane & Mittendorf, LLP)

Sponsor-wide plan assets over time

All Windels Marx Lane & Mittendorf, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$112M 42.134319230456654% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $78.8M $112M ▲ +42.1%
Year Plans Participants Total Assets
2022 2 391 $79M
2023 2 303 $95M
2024 2 319 $112M

Nearby Other Plans in New York

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

Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust, Total assets ($B): 0.042794862 · Participants: 115Windels Marx Lane & Mittendorf, LLP Retirement Plan and TrustNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust vs. nearby Other plans in New York, assets vs. participants
Compare Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust side-by-side with 3 peers →

Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Alliant Health Solutions, Inc. 403(b) Plan in GA ($43M); by covered participants it is Solebury School Defined Contribution and Tda Plan in PA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust assets move in 2024? ▼
Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust grew sharply - up 16.1% during 2024, from $37M to $43M. Reported net income was $6M.
How have Windels Marx Lane & Mittendorf, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Windels Marx Lane & Mittendorf, LLP's sponsor-wide assets grew 42.1%, from $79M to $112M.
Where does Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust? ▼
Among Other plans in other states, the closest by assets is Alliant Health Solutions, Inc. 403(b) Plan in GA ($43M, 227 participants).
Which Other plans cover a similar participant headcount to Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust? ▼
Among Other plans in other states, the closest by covered participants is Solebury School Defined Contribution and Tda Plan in PA (115 participants, $22M 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 132773235.

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.