401(k) · DOL Form 5500 · 2024
New Mountain Capital, LLC 401(k) Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 221
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $326,794
- Avg per participant High balance/head
Official DOL plan name: New Mountain Capital, LLC 401(k) Profit Sharing Plan · Sponsored by New Mountain Capital, LLC · New York · Finance & Insurance
$72M in assets, 221 participants
New Mountain Capital, LLC's New Mountain Capital, LLC 401(k) Profit Sharing Plan reported $72M in total assets and 221 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #6,940 in Finance & Insurance (8,549 peers)
Coverage in New York
New Mountain Capital, LLC 401(k) Profit Sharing Plan covers 221 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $72M.
- #6,940
- in Finance & Insurance (8,549 peers)
- +23.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
New Mountain Capital, LLC 401(k) Profit Sharing Plan's outsized position by total assets
New Mountain Capital, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$72,221,389 Top 12% higher than 88% 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
New Mountain Capital, LLC 401(k) Profit Sharing 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. New Mountain Capital, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (221 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Mountain Capital, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $58M in the plan year 2023 filing to $72M in the plan year 2024 filing.
- New Mountain Capital, LLC 401(k) Profit Sharing Plan reported participants rose from 197 in the plan year 2023 filing to 221 in the plan year 2024 filing.
- New Mountain Capital, LLC 401(k) Profit Sharing Plan reported net income rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 810659915 · New Mountain Capital, LLC PY 2024 · 401(k)
New Mountain Capital, LLC 401(k) Profit Sharing Plan · $72M · 221 · 88th
- VS-ST $72M
- VS-ST 221
- VS-ST 88th
- VS-ST 401(k)
- VS-ST near Edifecs 401(k) Plan
- VS-ST ind #6940
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 Finance & Insurance retirement plans → · Plans in New York →
New Mountain Capital, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $14M |
| Employer EIN | 810659915 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Mountain Capital, LLC)
Sponsor-wide plan assets over time
All New Mountain Capital, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $72M 58.74070924784881% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 186 | $45M |
| 2023 | 1 | 197 | $58M |
| 2024 | 1 | 221 | $72M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
New Mountain Capital, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Edifecs 401(k) Plan in WA ($72M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (221 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
- Edifecs 401(k) Plan (WA) $72M · 447
- Hwg LLP 401(k) Plan (DC) $72M · 76
- Granger 401(k) Plan (MI) $72M · 360
- Derse, Inc. Retirement Savings Plan (WI) $72M · 496
Similar participant headcount
Nearest other-state filings by covered participants (221 participants); asset peers above are excluded.
- Ampco Contracting, Inc. 401(k) Prevailing Wage Plan (CA) 221 · 0 off
- Sage Atc Environmental Consulting LLC 401(k) Plan (TX) 221 · 0 off
- Nymbus, Inc. 401(k) Profit Sharing Plan and Trust (FL) 221 · 0 off
- Cherry Hill Company/Lrc 401(k) Plan (NE) 221 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.