401(k) · DOL Form 5500 · 2022

Monticello Consulting Group in 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
44
Participants Small participant base
37th
Percentile by assets National rank
$56,526
Avg per participant Low balance/head
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Official DOL plan name: Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust · Sponsored by Monticello Consulting Group in · Virginia · Administrative & Support Services

$2M in assets, 44 participants

Monticello Consulting Group in's Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,004 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust ranks #3,004 of 4,927 2022 filers by assets (1160% of the sector average)-$2M for 44 participants.

#3,004
in Administrative & Support Services (4,927 peers)
-0.2%
assets change YoY

The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Administrative & Support Services and all filers

Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,487,132 37th percentile higher than 37% of 139,123 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 2022

Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust is a small filing (44 participants) on this national headcount ladder.

DOL schedule card

Filing strip 753161017 · Monticello Consulting Group in PY 2022 · 401(k)

Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust · $2M · 44 · 37th

  • BOY $2M
  • SCH 44
  • EBSA 37th
  • PART 401(k)
  • TYPE near Demartini Walker & Ghaedi Retirement Plan
  • NET ind #3004

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 Administrative & Support Services retirement plans → · Plans in Virginia →

Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Monticello Consulting Group in 401(k) Profit Sharing Plan & TrustMonticello Consulting Group …$2MDemartini Walker & Ghaedi Retirement PlanDemartini Walker & Ghaedi Re…$2MNothum 401(k) Plan$2MNw Salvage Inc. 401(k) Plan$2MHometown Ticketing 401(k) Profit-Sharing PlanHometown Ticketing 401(k) Pr…$2M
End-of-year total assets ($M) among Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$5K
Employer EIN753161017
Plan Effective Date2005-09-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Monticello Consulting Group in)

Sponsor-wide plan assets over time

All Monticello Consulting Group in plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.52616748930093% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.49M $2.77M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 44 $2M
2023 1 52 $3M
2024 1 39 $3M

Nearby 401(k) Plans in Virginia

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

Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002487132 · Participants: 44Monticello Consulting Group in 401(k) Profit Sharing Plan & TrustNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Demartini Walker & Ghaedi Retirement Plan in CA ($2M); by covered participants it is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (44 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust held essentially flat - down 0.2% during 2022, from $2M to $2M. Reported net income was -$5K.
How have Monticello Consulting Group in plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monticello Consulting Group in's sponsor-wide assets grew 11.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Demartini Walker & Ghaedi Retirement Plan in CA ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 753161017.

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.