401(k) · DOL Form 5500 · 2022

Monashee Investment Management, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
40th
Percentile by assets National rank
$154,261
Avg per participant Above avg balance/head
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Official DOL plan name: Monashee Investment Management, LLC 401(k) Plan · Sponsored by Monashee Investment Management, LLC · Massachusetts · Finance & Insurance

$3M in assets, 19 participants

Monashee Investment Management, LLC's Monashee Investment Management, LLC 401(k) Plan reported $3M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,510 in Finance & Insurance (9,261 peers)

Monashee Investment Management, LLC multi-year trail

Monashee Investment Management, LLC's plans moved +49.3% in assets from 2022 to 2024; this filing shows Monashee Investment Management, LLC 401(k) Plan at $3M / 19 participants.

#2,510
in Finance & Insurance (9,261 peers)
-3.6%
assets change YoY

The plan reported a net loss of $111K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monashee Investment Management, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Monashee Investment Management, LLC 401(k) Plan vs every filed plan by assets

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

$2,930,966 40th percentile higher than 40% 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

Monashee Investment Management, LLC 401(k) 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. Monashee Investment Management, LLC 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 453324374 · Monashee Investment Management, LLC PY 2022 · 401(k)

Monashee Investment Management, LLC 401(k) Plan · $3M · 19 · 40th

  • BOY $3M
  • SCH 19
  • EBSA 40th
  • PART 401(k)
  • TYPE near Elite Flower Services 401(k) Plan
  • NET ind #2510

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 →

Monashee Investment Management, LLC 401(k) Plan in the asset neighbourhood

Monashee Investment Management, LLC 401(k) PlanMonashee Investment Manageme…$3MElite Flower Services 401(k) PlanElite Flower Services 401(k)…$3MFairystone Fabrics, LLC 401(k) PspFairystone Fabrics, LLC 401(…$3MThe F.P. Horak Company 401(k) Profit Sharing PlanThe F.P. Horak Company 401(k…$3MDieringer's Properties, Inc. Retirement Savings PlanDieringer's Properties, Inc.…$3M
End-of-year total assets ($M) among Monashee Investment Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Monashee Investment Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Monashee Investment Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 49.319575866796136% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $2.93M $4.38M ▲ +49.5%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 17 $3M
2024 1 16 $4M

Monashee Investment Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$111K
Employer EIN453324374
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Monashee Investment Management, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Monashee Investment Management, LLC 401(k) Plan, Total assets ($B): 0.002930966 · Participants: 19Monashee Investment Management, LLC 401(k) 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
Monashee Investment Management, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Monashee Investment Management, LLC 401(k) Plan side-by-side with 3 peers →

Monashee Investment Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Elite Flower Services 401(k) Plan in FL ($3M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Monashee Investment Management, LLC 401(k) Plan assets move in 2022? ▼
Monashee Investment Management, LLC 401(k) Plan edged down modestly - down 3.6% during 2022, from $3M to $3M. Reported net income was -$111K.
How have Monashee Investment Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monashee Investment Management, LLC's sponsor-wide assets grew 49.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Monashee Investment Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elite Flower Services 401(k) Plan in FL ($3M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Monashee Investment Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jch Holdings Inc. 401(k) Plan in TX (19 participants, $2M 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 453324374.

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.