401(k) · DOL Form 5500 · 2024

Mosaic Group, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
389
Participants Below avg headcount
38th
Percentile by assets National rank
$10,107
Avg per participant Low balance/head
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Official DOL plan name: Mosaic Group, LLC 401(k) Plan · Sponsored by Mosaic Group, LLC · North Carolina · Healthcare & Social Assistance

$4M in assets, 389 participants

Mosaic Group, LLC's Mosaic Group, LLC 401(k) Plan reported $4M in total assets and 389 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,690 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Mosaic Group, LLC 401(k) Plan covers 389 participants in North Carolina, about 47% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#6,690
in Healthcare & Social Assistance (16,916 peers)
+41.7%
assets growth YoY

Mosaic Group, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mosaic Group, LLC 401(k) Plan vs every filed plan by assets

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

$3,931,767 38th percentile higher than 38% 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

Mosaic Group, LLC 401(k) Plan 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. Mosaic Group, LLC 401(k) Plan sits mid-pack in the medium band (389 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mosaic Group, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Mosaic Group, LLC 401(k) Plan reported participants rose from 307 in the plan year 2023 filing to 389 in the plan year 2024 filing.
  • Mosaic Group, LLC 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 811918765 · Mosaic Group, LLC PY 2024 · 401(k)

Mosaic Group, LLC 401(k) Plan · $4M · 389 · 38th

  • NET $4M
  • NET 389
  • NET 38th
  • NET 401(k)
  • NET near Diamond Saw Works, Inc. Profit Sharing & Retirement Plan
  • NET ind #6690

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Mosaic Group, LLC 401(k) Plan in the asset neighbourhood

Mosaic Group, LLC 401(k) Plan$4MDiamond Saw Works, Inc. Profit Sharing & Retirement PlanDiamond Saw Works, Inc. Prof…$4MWescast Industries, Inc. 401(k) PlanWescast Industries, Inc. 401…$4MTria Architects, Inc. 401(k) PlanTria Architects, Inc. 401(k)…$4MSo. Cal. Dental Partners, Inc. Retirement PlanSo. Cal. Dental Partners, In…$4M
End-of-year total assets ($M) among Mosaic Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN811918765
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mosaic Group, LLC)

Sponsor-wide plan assets over time

All Mosaic Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 121.89703863901104% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.77M $3.93M ▲ +122.0%
Year Plans Participants Total Assets
2022 1 231 $2M
2023 1 307 $3M
2024 1 389 $4M

Nearby 401(k) Plans in North Carolina

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

Mosaic Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Mosaic Group, LLC 401(k) Plan, Total assets ($B): 0.003931767 · Participants: 389Mosaic Group, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Mosaic Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Mosaic Group, LLC 401(k) Plan side-by-side with 3 peers →

Mosaic Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Diamond Saw Works, Inc. Profit Sharing & Retirement Plan in NY ($4M); by covered participants it is Benefit Providers, LLC Multiple Employer Retirement Plan Master Plan in VA (389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (389 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 Mosaic Group, LLC 401(k) Plan assets move in 2024? ▼
Mosaic Group, LLC 401(k) Plan surged - up 41.7% during 2024, from $3M to $4M. Reported net income was $1M.
How have Mosaic Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mosaic Group, LLC's sponsor-wide assets grew 121.9%, from $2M to $4M.
Which 401(k) plans are similar in size to Mosaic Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diamond Saw Works, Inc. Profit Sharing & Retirement Plan in NY ($4M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Mosaic Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Benefit Providers, LLC Multiple Employer Retirement Plan Master Plan in VA (389 participants, $7M 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 811918765.

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.