401(k) · DOL Form 5500 · 2022

Monti, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
291
Participants Below avg headcount
75th
Percentile by assets National rank
$61,099
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Monti, Inc. Savings and Incentive Plan & Trust · Sponsored by Monti, Inc. · Ohio · Manufacturing

$18M in assets, 291 participants

Monti, Inc.'s Monti, Inc. Savings and Incentive Plan & Trust reported $18M in total assets and 291 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,542 in Manufacturing (20,602 peers)

Coverage in Ohio

Monti, Inc. Savings and Incentive Plan & Trust covers 291 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $18M.

#13,542
in Manufacturing (20,602 peers)
-14.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monti, Inc. Savings and Incentive Plan & Trust's outsized position by total assets

Monti, Inc. Savings and Incentive Plan & Trust vs every filed plan by assets

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

$17,779,918 Top 25% higher than 75% 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

Monti, Inc. Savings and Incentive Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monti, Inc. Savings and Incentive Plan & Trust sits mid-pack in the medium band (291 participants).

Form 5500 schedule snapshot

Filing strip 310811428 · Monti, Inc. PY 2022 · 401(k)

Monti, Inc. Savings and Incentive Plan & Trust · $18M · 291 · 75th

  • NET $18M
  • BOOK 291
  • VS-ST 75th
  • BOY 401(k)
  • SCH near Staywell Health Center 401(k) Plan
  • EBSA ind #13542

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 Manufacturing retirement plans → · Plans in Ohio →

Monti, Inc. Savings and Incentive Plan & Trust in the asset neighbourhood

Monti, Inc. Savings and Incentive Plan & TrustMonti, Inc. Savings and Ince…$18MStaywell Health Center 401(k) PlanStaywell Health Center 401(k…$18MChervon North America, Inc. 401(k) PlanChervon North America, Inc. …$18MMesch, Clark & Rothschild, P.C. 401(k) Profit Sharing PlanMesch, Clark & Rothschild, P…$18MNorth Star Resource Group Salary Savings Plan and TrustNorth Star Resource Group Sa…$18M
End-of-year total assets ($M) among Monti, Inc. Savings and Incentive Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN310811428
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monti, Inc.)

Sponsor-wide plan assets over time

All Monti, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 52.917814356624135% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.8M $27.2M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 291 $18M
2023 1 287 $23M
2024 1 335 $27M

Nearby 401(k) Plans in Ohio

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

Monti, Inc. Savings and Incentive Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Monti, Inc. Savings and Incentive Plan & Trust, Total assets ($B): 0.017779918 · Participants: 291Monti, Inc. Savings and Incentive Plan & TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Monti, Inc. Savings and Incentive Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Monti, Inc. Savings and Incentive Plan & Trust side-by-side with 3 peers →

Monti, Inc. Savings and Incentive Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Staywell Health Center 401(k) Plan in CT ($18M); by covered participants it is Briggs & Veselka Co. 401(k) Retirement Plan in TX (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 Monti, Inc. Savings and Incentive Plan & Trust assets move in 2022? ▼
Monti, Inc. Savings and Incentive Plan & Trust pulled back noticeably - down 14.4% during 2022, from $21M to $18M. Reported net income was -$3M.
How have Monti, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monti, Inc.'s sponsor-wide assets grew 52.9%, from $18M to $27M.
Where does Monti, Inc. Savings and Incentive Plan & Trust rank by assets among Form 5500 filers? ▼
Monti, Inc. Savings and Incentive Plan & Trust ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Monti, Inc. Savings and Incentive Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Staywell Health Center 401(k) Plan in CT ($18M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Monti, Inc. Savings and Incentive Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Briggs & Veselka Co. 401(k) Retirement Plan in TX (291 participants, N/A 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 310811428.

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.