401(k) · DOL Form 5500 · 2022

Monument Group, L.P. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
25
Participants Small participant base
73rd
Percentile by assets National rank
$608,192
Avg per participant High balance/head
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Official DOL plan name: Monument Group, L.P. Profit Sharing Plan · Sponsored by Monument Group, L.P. · Massachusetts · Finance & Insurance

$15M in assets, 25 participants

Monument Group, L.P.'s Monument Group, L.P. Profit Sharing Plan reported $15M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,348 in Finance & Insurance (9,261 peers)

Monument Group, L.P. multi-year trail

Monument Group, L.P.'s plans moved +53.5% in assets from 2022 to 2024; this filing shows Monument Group, L.P. Profit Sharing Plan at $15M / 25 participants.

#5,348
in Finance & Insurance (9,261 peers)
-36.2%
assets change YoY

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monument Group, L.P. Profit Sharing Plan's outsized position by total assets

Monument Group, L.P. Profit Sharing Plan vs every filed plan by assets

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

$15,204,810 Top 27% higher than 73% 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

Monument Group, L.P. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monument Group, L.P. Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 043232315 · Monument Group, L.P. PY 2022 · 401(k)

Monument Group, L.P. Profit Sharing Plan · $15M · 25 · 73rd

  • BOOK $15M
  • BOOK 25
  • BOOK 73rd
  • BOOK 401(k)
  • BOOK near Lancaster Toyota, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #5348

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 Massachusetts →

Monument Group, L.P. Profit Sharing Plan in the asset neighbourhood

Terminal Supply Co. 401(k) Profit Sharing Plan and TrustTerminal Supply Co. 401(k) P…$15MQuad County Ready Mix 401(k) PlanQuad County Ready Mix 401(k)…$15MMonument Group, L.P. Profit Sharing PlanMonument Group, L.P. Profit …$15MLancaster Toyota, Inc. 401(k) Profit Sharing PlanLancaster Toyota, Inc. 401(k…$15MKarns Prime & Fancy Food, Ltd.401(k) Profit Sharing PlaKarns Prime & Fancy Food, Lt…$15M
End-of-year total assets ($M) among Monument Group, L.P. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Monument Group, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Monument Group, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 53.50257582962234% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.2M $23.3M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 25 $15M
2023 1 27 $19M
2024 1 34 $23M

Monument Group, L.P. filing trail (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$15M
Net Income-$9M
Employer EIN043232315
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Monument Group, L.P. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Monument Group, L.P. Profit Sharing Plan, Total assets ($B): 0.01520481 · Participants: 25Monument Group, L.P. Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Monument Group, L.P. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Monument Group, L.P. Profit Sharing Plan side-by-side with 3 peers →

Monument Group, L.P. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Lancaster Toyota, Inc. 401(k) Profit Sharing Plan in PA ($15M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Monument Group, L.P. Profit Sharing Plan assets move in 2022? ▼
Monument Group, L.P. Profit Sharing Plan contracted severely - down 36.2% during 2022, from $24M to $15M. Reported net income was -$9M.
How have Monument Group, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monument Group, L.P.'s sponsor-wide assets grew 53.5%, from $15M to $23M.
Which 401(k) plans are similar in size to Monument Group, L.P. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lancaster Toyota, Inc. 401(k) Profit Sharing Plan in PA ($15M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Monument Group, L.P. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants, $7M 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 043232315.

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.