401(k) · DOL Form 5500 · 2023

Monument Group, L.P. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
27
Participants Small participant base
72nd
Percentile by assets National rank
$705,698
Avg per participant High balance/head
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Official DOL plan name: Monument Group, L.P. Profit Sharing Plan · Sponsored by Monument Group, L.P. · Massachusetts · Finance & Insurance

$19M in assets, 27 participants

Monument Group, L.P.'s Monument Group, L.P. Profit Sharing Plan reported $19M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,147 in Finance & Insurance (8,869 peers)

Monument Group, L.P. multi-year trail

Monument Group, L.P.'s plans moved +53.5% in assets from 2022 to 2024; this filing shows Monument Group, L.P. Profit Sharing Plan at $19M / 27 participants.

#5,147
in Finance & Insurance (8,869 peers)
+25.3%
assets growth YoY

Monument Group, L.P. Profit Sharing Plan's outsized position by total assets

Monument Group, L.P. Profit Sharing Plan vs every filed plan by assets

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

$19,053,854 Top 28% higher than 72% 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

Monument Group, L.P. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monument Group, L.P. Profit Sharing Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monument Group, L.P. Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Monument Group, L.P. Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Monument Group, L.P. Profit Sharing Plan reported participants rose from 25 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043232315 · Monument Group, L.P. PY 2023 · 401(k)

Monument Group, L.P. Profit Sharing Plan · $19M · 27 · 72nd

  • IND $19M
  • IND 27
  • IND 72nd
  • IND 401(k)
  • IND near Public Citizen, Inc. Employees Savings Trust
  • IND ind #5147

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 →

Monument Group, L.P. Profit Sharing Plan in the asset neighbourhood

Monument Group, L.P. Profit Sharing PlanMonument Group, L.P. Profit …$19MPublic Citizen, Inc. Employees Savings TrustPublic Citizen, Inc. Employe…$19MEngle-Hambright & Davies, Inc. 401(k) Retirement PlanEngle-Hambright & Davies, In…$19MNova 401(k) Plan$19MQuantum Energy Partners 2020 LLC 401(k) PlanQuantum Energy Partners 2020…$19M
End-of-year total assets ($M) among Monument Group, L.P. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Monument Group, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Monument Group, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 53.50257582962234% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.2M $23.3M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 25 $15M
2023 1 27 $19M
2024 1 34 $23M

Monument Group, L.P. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN043232315
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Monument Group, L.P. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Monument Group, L.P. Profit Sharing Plan, Total assets ($B): 0.019053854 · Participants: 27Monument Group, L.P. Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Monument Group, L.P. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Monument Group, L.P. Profit Sharing Plan side-by-side with 3 peers →

Monument Group, L.P. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Public Citizen, Inc. Employees Savings Trust in DC ($19M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Monument Group, L.P. Profit Sharing Plan assets move in 2023? ▼
Monument Group, L.P. Profit Sharing Plan grew sharply - up 25.3% during 2023, from $15M to $19M. Reported net income was $4M.
How have Monument Group, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monument Group, L.P.'s sponsor-wide assets grew 53.5%, from $15M to $23M.
Which 401(k) plans are similar in size to Monument Group, L.P. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Public Citizen, Inc. Employees Savings Trust in DC ($19M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Monument Group, L.P. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 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 043232315.

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.