401(k)
2024 plan-year 401(k) DOL Form 5500

New Mountain Capital, LLC 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by New Mountain Capital, LLC · New York · Finance & Insurance

What the 2023 filing shows

New Mountain Capital, LLC 401(k) Profit Sharing Plan holds $72M for 221 participants — about $326,794 per participant, up 23.5% over the 2024 plan year.

$72M
total plan assets (2024 EOY)
221
covered participants
$326,794
avg assets per participant
+23.5%
assets growth YoY
Total Assets (2023)
$72M
Participants
221
State
Industry
Finance & Insurance

What the Filing Says About New Mountain Capital, LLC 401(k) Profit Sharing Plan

New Mountain Capital, LLC 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by New Mountain Capital, LLC, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $72M in total end-of-year assets and covers 221 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 810659915, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $58M at the beginning of 2024 to $72M at year-end — a gain of 23.5%. Net assets (after liabilities) closed the year at $72M, with reported net income of $14M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$58M
Total Assets (End of Year)$72M
Net Assets (End of Year)$72M
Net Income$14M
Plan Type401(k)
Employer EIN810659915
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Mountain Capital, LLC)

Year Plans Participants Total Assets
2022 1 186 $45M
2023 1 197 $58M
2024 1 221 $72M

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Frequently Asked Questions

How much money is in the New Mountain Capital, LLC 401(k) Profit Sharing Plan?
As of the 2024 Form 5500 filing, New Mountain Capital, LLC 401(k) Profit Sharing Plan holds $72M in total assets with 221 participants. It is sponsored by New Mountain Capital, LLC.
What type of plan is New Mountain Capital, LLC 401(k) Profit Sharing Plan?
New Mountain Capital, LLC 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 810659915.
Who sponsors the New Mountain Capital, LLC 401(k) Profit Sharing Plan?
New Mountain Capital, LLC 401(k) Profit Sharing Plan is sponsored by New Mountain Capital, LLC, located in New York. The sponsor's EIN is 810659915 and the plan operates in the Finance & Insurance industry.
How did New Mountain Capital, LLC 401(k) Profit Sharing Plan perform in 2024?
New Mountain Capital, LLC 401(k) Profit Sharing Plan grew by 23.5% during 2024, moving from $58M to $72M in total assets. Net income was $14M.
Where can I find official filings for New Mountain Capital, LLC 401(k) Profit Sharing Plan?
Official Form 5500 filings for New Mountain Capital, LLC 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 810659915 or plan name at efast.dol.gov.
How does New Mountain Capital, LLC 401(k) Profit Sharing Plan compare to other plans?
You can compare New Mountain Capital, LLC 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 810659915.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.