401(k) · DOL Form 5500 · 2022

Monte Sano Research Corporation 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
109
Participants Small participant base
79th
Percentile by assets National rank
$206,534
Avg per participant Above avg balance/head
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Official DOL plan name: Monte Sano Research Corporation 401(k) Profit Sharing Plan · Sponsored by Monte Sano Research Corporation · Alabama · Professional & Technical Services

$23M in assets, 109 participants

Monte Sano Research Corporation's Monte Sano Research Corporation 401(k) Profit Sharing Plan reported $23M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,104 in Professional & Technical Services (21,562 peers)

Coverage in Alabama

Monte Sano Research Corporation 401(k) Profit Sharing Plan covers 109 participants in Alabama, about 30% of the average Alabama filer (state average ~360 per filing). Assets: $23M.

#17,104
in Professional & Technical Services (21,562 peers)
-3.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $908K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monte Sano Research Corporation 401(k) Profit Sharing Plan's outsized position by total assets

Monte Sano Research Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,512,241 Top 21% higher than 79% 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

Monte Sano Research Corporation 401(k) Profit Sharing Plan 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. Monte Sano Research Corporation 401(k) Profit Sharing Plan sits mid-pack in the medium band (109 participants).

DOL schedule card

Filing strip 270649002 · Monte Sano Research Corporation PY 2022 · 401(k)

Monte Sano Research Corporation 401(k) Profit Sharing Plan · $23M · 109 · 79th

  • SCH $23M
  • SCH 109
  • SCH 79th
  • SCH 401(k)
  • SCH near Mode Transportation 401(k) Plan
  • SCH ind #17104

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Monte Sano Research Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Xoma Deferred Savings Plan$23MMonte Sano Research Corporation 401(k) Profit Sharing PlanMonte Sano Research Corporat…$23MMode Transportation 401(k) PlanMode Transportation 401(k) P…$23MHarbor Group Incorporated Profit Sharing 401(k) PlanHarbor Group Incorporated Pr…$23MBoard of Trustees of the America's Family 401(k) Benefit Trust FundBoard of Trustees of the Ame…$23M
End-of-year total assets ($M) among Monte Sano Research Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$23M
Net Income-$908K
Employer EIN270649002
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monte Sano Research Corporation)

Sponsor-wide plan assets over time

All Monte Sano Research Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$36M 58.461638714688604% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.5M $35.7M ▲ +58.5%
Year Plans Participants Total Assets
2022 1 109 $23M
2023 1 107 $29M
2024 1 119 $36M

Nearby 401(k) Plans in Alabama

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

Monte Sano Research Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Monte Sano Research Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.022512241 · Participants: 109Monte Sano Research Corporation 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Monte Sano Research Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Monte Sano Research Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Monte Sano Research Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Mode Transportation 401(k) Plan in TX ($23M); by covered participants it is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Monte Sano Research Corporation 401(k) Profit Sharing Plan assets move in 2022? ▼
Monte Sano Research Corporation 401(k) Profit Sharing Plan edged down modestly - down 3.9% during 2022, from $23M to $23M. Reported net income was -$908K.
How have Monte Sano Research Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monte Sano Research Corporation's sponsor-wide assets grew 58.5%, from $23M to $36M.
Where does Monte Sano Research Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Monte Sano Research Corporation 401(k) Profit Sharing Plan ranks in the 79th 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 Monte Sano Research Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mode Transportation 401(k) Plan in TX ($23M, 606 participants).
Which 401(k) plans cover a similar participant headcount to Monte Sano Research Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 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 270649002.

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.