401(k) · DOL Form 5500 · 2024

Compass, Inc. 401(k) Plan

Data updated 2026-08-25

$172M
Total assets Near avg plan size: 2,737
Participants Above avg headcount: 94th
Percentile by assets National rank: $62,919
Avg per participant Low balance/head

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Official DOL plan name: Compass 401(k) Plan · Sponsored by Compass, Inc. · New York · Real Estate

$172M in assets, 2,737 participants

Compass, Inc.'s Compass 401(k) Plan reported $172M in total assets and 2,737 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

#4,525 in Real Estate (4,605 peers)

Coverage in New York

Compass 401(k) Plan covers 2,737 participants in New York, 3.4x the typical New York plan (state average ~798 per filing). Assets: $172M.

#4,525
in Real Estate (4,605 peers): +25.8%
assets growth YoY: 1.7×
vs typical plan assets (national mean)

Compass 401(k) Plan's outsized position by total assets

Compass 401(k) Plan vs every filed plan by assets

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

$172,208,855 Top 6% higher than 94% 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

Compass 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Compass 401(k) Plan lands in the large band (2,737 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Compass 401(k) Plan end-of-year assets rose from $137M in the plan year 2023 filing to $172M in the plan year 2024 filing.
Compass 401(k) Plan reported net income rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.
Compass 401(k) Plan reported participants fell from 3,072 in the plan year 2023 filing to 2,737 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 300751604 · Compass, Inc. PY 2024 · 401(k)

Compass 401(k) Plan · $172M · 2,737 · 94th

ASSETS $172M
PCT 2,737
EIN 94th
RANK 401(k)
PHOTO near Talos Energy 401(k) Plan
IND ind #4525

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 Real Estate retirement plans → · Plans in New York →

End-of-year total assets ($M) among Compass 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$137M
Net Assets (End of Year)	$172M
Net Income	$29M
Employer EIN	300751604
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Compass, Inc.)

Latest sponsor-wide plan assets: $172M 53.45085519903749% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4,420	$112M
2023	1	3,072	$137M
2024	1	2,737	$172M

Nearby 401(k) Plans in New York

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

Compass 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Compass 401(k) Plan side-by-side with 3 peers →

Compass 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Talos Energy 401(k) Plan in TX ($172M); by covered participants it is Madison Air 401(k) Plan in IL (2,737 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($172M here).

Talos Energy 401(k) Plan (TX) $172M · 589
Johnson Outdoors Retirement and Savings Plan (WI) $172M · 1,097
Club Car 401(k) Plan (GA) $172M · 1,246
Gpd Group 401(k) Retirement Plan (OH) $172M · 722

Similar participant headcount

Nearest other-state filings by covered participants (2,737 participants); asset peers above are excluded.

Madison Air 401(k) Plan (IL) 2,737 · 0 off
Mbo Professional Services Inc. 401(k) Plan (VA) 2,737 · 0 off
Cps Solutions, LLC 401(k) Plan (MN) 2,738 · 1 off
Trilon Group Retirement Savings Plan (CO) 2,736 · 1 off

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 Compass 401(k) Plan assets move in 2024? ▼

Compass 401(k) Plan grew sharply - up 25.8% during 2024, from $137M to $172M. Reported net income was $29M.

How have Compass, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Compass, Inc.'s sponsor-wide assets grew 53.5%, from $112M to $172M.

Where does Compass 401(k) Plan rank by assets among Form 5500 filers? ▼

Compass 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Compass 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Talos Energy 401(k) Plan in TX ($172M, 589 participants).

Which 401(k) plans cover a similar participant headcount to Compass 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Madison Air 401(k) Plan in IL (2,737 participants, $280M 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 300751604.