Profit Sharing · DOL Form 5500 · 2022

West Monroe Partners, Inc. Profit Sharing Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
1,180
Participants Near avg headcount
88th
Percentile by assets National rank
$43,474
Avg per participant Low balance/head
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Official DOL plan name: West Monroe Partners, Inc. Frozen Capital Accumulation Plan · Sponsored by West Monroe Partners, Inc. · Illinois · Professional & Technical Services

$51M in assets, 1,180 participants

West Monroe Partners, Inc.'s West Monroe Partners, Inc. Frozen Capital Accumulation Plan reported $51M in total assets and 1,180 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,246 in Professional & Technical Services (21,562 peers)

Where West Monroe Partners, Inc. Frozen Capital Accumulation Plan sits by assets

West Monroe Partners, Inc. Frozen Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $51M for 1,180 participants (~$43,474/participant), down 94.6% in 2022.

#19,246
in Professional & Technical Services (21,562 peers)
-94.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $899M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

West Monroe Partners, Inc. Frozen Capital Accumulation Plan's outsized position by total assets

West Monroe Partners, Inc. Frozen Capital Accumulation Plan vs every filed plan by assets

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

$51,298,994 Top 12% higher than 88% 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

West Monroe Partners, Inc. Frozen Capital Accumulation Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Monroe Partners, Inc. Frozen Capital Accumulation Plan lands in the large band (1,180 participants).

Published 5500 schedule card

Filing strip 461586202 · West Monroe Partners, Inc. PY 2022 · Profit Sharing

West Monroe Partners, Inc. Frozen Capital Accumulation Plan · $51M · 1,180 · 88th

  • PHOTO $51M
  • PHOTO 1,180
  • PHOTO 88th
  • PHOTO Profit Sharing
  • PHOTO near IBEW Local 143 Annuity Plan
  • PHOTO ind #19246

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 Illinois →

West Monroe Partners, Inc. Frozen Capital Accumulation Plan in the asset neighbourhood

West Monroe Partners, Inc. Frozen Capital Accumulation PlanWest Monroe Partners, Inc. F…$51MIBEW Local 143 Annuity Plan$51MThe Andrew W. Mellon Foundation Retirement PlanThe Andrew W. Mellon Foundat…$51MDavid and Lucile Packard Foundation Employer Contribution Retirement PlanDavid and Lucile Packard Fou…$51MUsmx-Ila Money Purchase Fund and Savings PlanUsmx-Ila Money Purchase Fund…$51M
End-of-year total assets ($M) among West Monroe Partners, Inc. Frozen Capital Accumulation Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$950M
Net Assets (End of Year)$51M
Net Income-$899M
Employer EIN461586202
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (West Monroe Partners, Inc.)

Sponsor-wide plan assets over time

All West Monroe Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$783M 1.3088614441457889% vs 2022
2024 filing year
$740M$760M$780M$800M 202220232024 $793M $783M ▼ -1.3%
Year Plans Participants Total Assets
2022 2 3,204 $793M
2023 2 3,502 $747M
2024 2 3,187 $783M

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

West Monroe Partners, Inc. Frozen Capital Accumulation Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -101234 Total assets ($B) Participants West Monroe Partners, Inc. Frozen Capital Accumulation Plan, Total assets ($B): 0.051298994 · Participants: 1180West Monroe Partners, Inc. Frozen Capital Accumulation PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 2.979108031 · Participants: 17181W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 2.855707618 · Participants: 21985Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.451303819 · Participants: 4327Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.415984134 · Participants: 16140Mid-America Carpenters Regional Council Supplemental Retirement PlanAccenture United States Discretionary Profit Sharing Plan, Total assets ($B): 0.893156479 · Participants: 10992Accenture United States Discretionary Profit Sharing Plan
West Monroe Partners, Inc. Frozen Capital Accumulation Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare West Monroe Partners, Inc. Frozen Capital Accumulation Plan side-by-side with 3 peers →

West Monroe Partners, Inc. Frozen Capital Accumulation Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is IBEW Local 143 Annuity Plan in PA ($51M); by covered participants it is San Antonio Wings Inc. 401(k) Plan in TX (1,179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,180 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 West Monroe Partners, Inc. Frozen Capital Accumulation Plan assets move in 2022? ▼
West Monroe Partners, Inc. Frozen Capital Accumulation Plan contracted severely - down 94.6% during 2022, from $950M to $51M. Reported net income was -$899M.
How have West Monroe Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Monroe Partners, Inc.'s sponsor-wide assets declined 1.3%, from $793M to $783M.
Where does West Monroe Partners, Inc. Frozen Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
West Monroe Partners, Inc. Frozen Capital Accumulation Plan ranks in the 88th 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 Profit Sharing plans are similar in size to West Monroe Partners, Inc. Frozen Capital Accumulation Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is IBEW Local 143 Annuity Plan in PA ($51M, 354 participants).
Which Profit Sharing plans cover a similar participant headcount to West Monroe Partners, Inc. Frozen Capital Accumulation Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is San Antonio Wings Inc. 401(k) Plan in TX (1,179 participants, $995K 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 461586202.

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.