401(k) · DOL Form 5500 · 2024

Mendes & Mount, LLP 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
135
Participants Small participant base
89th
Percentile by assets National rank
$591,829
Avg per participant High balance/head
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Official DOL plan name: Mendes & Mount, LLP Retirement Plan · Sponsored by Mendes & Mount, LLP · New York · Professional & Technical Services

$80M in assets, 135 participants

Mendes & Mount, LLP's Mendes & Mount, LLP Retirement Plan reported $80M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,125 in Professional & Technical Services (20,173 peers)

Coverage in New York

Mendes & Mount, LLP Retirement Plan covers 135 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $80M.

#18,125
in Professional & Technical Services (20,173 peers)
+13.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Mendes & Mount, LLP Retirement Plan's outsized position by total assets

Mendes & Mount, LLP Retirement Plan vs every filed plan by assets

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

$79,896,947 Top 11% higher than 89% 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

Mendes & Mount, LLP Retirement 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. Mendes & Mount, LLP Retirement Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mendes & Mount, LLP Retirement Plan end-of-year assets rose from $70M in the plan year 2023 filing to $80M in the plan year 2024 filing.
  • Mendes & Mount, LLP Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Mendes & Mount, LLP Retirement Plan reported participants rose from 129 in the plan year 2023 filing to 135 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 135535371 · Mendes & Mount, LLP PY 2024 · 401(k)

Mendes & Mount, LLP Retirement Plan · $80M · 135 · 89th

  • ASSETS $80M
  • PCT 135
  • EIN 89th
  • RANK 401(k)
  • PHOTO near Altarum Institute Retirement & Savings Plan
  • IND ind #18125

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 →

Mendes & Mount, LLP Retirement Plan in the asset neighbourhood

Mendes & Mount, LLP Retirement PlanMendes & Mount, LLP Retireme…$80MAltarum Institute Retirement & Savings PlanAltarum Institute Retirement…$80MPiper Aircraft, Inc. Retirement Savings PlanPiper Aircraft, Inc. Retirem…$80MThe Leslie's Poolmart, Inc. 401(k) Savings PlanThe Leslie's Poolmart, Inc. …$80MVita Plus Corporation 401(k) PlanVita Plus Corporation 401(k)…$80M
End-of-year total assets ($M) among Mendes & Mount, LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$80M
Net Income$10M
Employer EIN135535371
Plan Effective Date1984-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mendes & Mount, LLP)

Sponsor-wide plan assets over time

All Mendes & Mount, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$80M 32.867352439180266% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60.1M $79.9M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 141 $60M
2023 1 129 $70M
2024 1 135 $80M

Nearby 401(k) Plans in New York

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

Mendes & Mount, LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Mendes & Mount, LLP Retirement Plan, Total assets ($B): 0.079896947 · Participants: 135Mendes & Mount, LLP Retirement 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
Mendes & Mount, LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Mendes & Mount, LLP Retirement Plan side-by-side with 3 peers →

Mendes & Mount, LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Altarum Institute Retirement & Savings Plan in MI ($80M); by covered participants it is Ahold Delhaize USA 401(k) Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($80M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Mendes & Mount, LLP Retirement Plan assets move in 2024? ▼
Mendes & Mount, LLP Retirement Plan grew at a solid clip - up 13.7% during 2024, from $70M to $80M. Reported net income was $10M.
How have Mendes & Mount, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mendes & Mount, LLP's sponsor-wide assets grew 32.9%, from $60M to $80M.
Where does Mendes & Mount, LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Mendes & Mount, LLP Retirement Plan ranks in the 89th 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 401(k) plans are similar in size to Mendes & Mount, LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Altarum Institute Retirement & Savings Plan in MI ($80M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Mendes & Mount, LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Delhaize USA 401(k) Plan in MA (135 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 135535371.

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.