401(k) · DOL Form 5500 · 2023

Monticello Consulting Group in 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
52
Participants Small participant base
38th
Percentile by assets National rank
$65,215
Avg per participant Low balance/head
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Official DOL plan name: Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust · Sponsored by Monticello Consulting Group in · Virginia · Administrative & Support Services

$3M in assets, 52 participants

Monticello Consulting Group in's Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,664 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust ranks #2,664 of 4,372 2023 filers by assets (851% of the sector average)-$3M for 52 participants.

#2,664
in Administrative & Support Services (4,372 peers)
+36.3%
assets growth YoY

Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Administrative & Support Services and all filers

Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,391,198 38th percentile higher than 38% of 127,068 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 2023

Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust reported net income rose from -$5K in the plan year 2022 filing to $904K in the plan year 2023 filing.
  • Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust reported participants rose from 44 in the plan year 2022 filing to 52 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 753161017 · Monticello Consulting Group in PY 2023 · 401(k)

Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust · $3M · 52 · 38th

  • ASSETS $3M
  • ASSETS 52
  • ASSETS 38th
  • ASSETS 401(k)
  • ASSETS near Adf International Montana 401(k) Plan
  • ASSETS ind #2664

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 Administrative & Support Services retirement plans → · Plans in Virginia →

Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Monticello Consulting Group in 401(k) Profit Sharing Plan & TrustMonticello Consulting Group …$3MAdf International Montana 401(k) PlanAdf International Montana 40…$3MIma Puerto Rico 1081.01(D) Retirement PlanIma Puerto Rico 1081.01(D) R…$3M403(b) Thrift Plan for Employees of Central City Community Health Center, Inc.403(b) Thrift Plan for Emplo…$3MHampton Direct, Inc. 401(k) Profit Sharing PlanHampton Direct, Inc. 401(k) …$3M
End-of-year total assets ($M) among Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$904K
Employer EIN753161017
Plan Effective Date2005-09-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Monticello Consulting Group in)

Sponsor-wide plan assets over time

All Monticello Consulting Group in plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.52616748930093% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.49M $2.77M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 44 $2M
2023 1 52 $3M
2024 1 39 $3M

Nearby 401(k) Plans in Virginia

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

Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003391198 · Participants: 52Monticello Consulting Group in 401(k) Profit Sharing Plan & TrustNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Adf International Montana 401(k) Plan in MT ($3M); by covered participants it is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust surged - up 36.3% during 2023, from $2M to $3M. Reported net income was $904K.
How have Monticello Consulting Group in plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monticello Consulting Group in's sponsor-wide assets grew 11.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Adf International Montana 401(k) Plan in MT ($3M, 258 participants).
Which 401(k) plans cover a similar participant headcount to Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 753161017.

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.