Other · DOL Form 5500 · 2024
Windels Marx Lane & Mittendorf, LLP Retirement Plan
Data updated 2026-08-11
- $43M
- Total assets
- 115
- Participants
- 82nd
- Percentile by assets
- $372,129
- Avg per participant
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.
- 82nd percentile by assets (of 123,622 plans)
- #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.
- $43M
- total plan assets (2024 EOY)
- 115
- covered participants
- 82nd
- percentile by assets (of 123,622 plans)
- $372,129
- avg assets per participant
Where Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust reports 115 participants - about 14% of that state average ($43M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $6M |
| Employer EIN | 132773235 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Windels Marx Lane & Mittendorf, LLP)
| 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
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Similar-Sized Other Plans Nationally
Other plans in other states closest to Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust's numbers.
- By total assets, Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Windels Marx Lane & Mittendorf, LLP's sponsor-wide assets have grown 42.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans