401(k) · DOL Form 5500 · 2023

Menlo Innovations LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
50
Participants Small participant base
49th
Percentile by assets National rank
$125,055
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Menlo Innovations LLC 401 (K) Plan and Trust · Sponsored by Menlo Innovations LLC · Michigan · Professional & Technical Services

$6M in assets, 50 participants

Menlo Innovations LLC's Menlo Innovations LLC 401 (K) Plan and Trust reported $6M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,546 in Professional & Technical Services (20,321 peers)

Menlo Innovations LLC multi-year trail

Menlo Innovations LLC's plans moved +31.3% in assets from 2022 to 2024; this filing shows Menlo Innovations LLC 401 (K) Plan and Trust at $6M / 50 participants.

#9,546
in Professional & Technical Services (20,321 peers)
+19.8%
assets growth YoY

Menlo Innovations LLC 401 (K) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Menlo Innovations LLC 401 (K) Plan and Trust vs every filed plan by assets

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

$6,252,755 49th percentile higher than 49% 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

Menlo Innovations LLC 401 (K) Plan and 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. Menlo Innovations LLC 401 (K) Plan and Trust is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Menlo Innovations LLC 401 (K) Plan and Trust reported net income rose from -$780K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Menlo Innovations LLC 401 (K) Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Menlo Innovations LLC 401 (K) Plan and Trust reported participants rose from 45 in the plan year 2022 filing to 50 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 383609615 · Menlo Innovations LLC PY 2023 · 401(k)

Menlo Innovations LLC 401 (K) Plan and Trust · $6M · 50 · 49th

  • EIN $6M
  • RANK 50
  • PHOTO 49th
  • IND 401(k)
  • EOY near Iaa Tax Deferred Savings Plan & Trust
  • 5500 ind #9546

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 Michigan →

Menlo Innovations LLC 401 (K) Plan and Trust in the asset neighbourhood

Menlo Innovations LLC 401 (K) Plan and TrustMenlo Innovations LLC 401 (K…$6MIaa Tax Deferred Savings Plan & TrustIaa Tax Deferred Savings Pla…$6MNoble People, LLC 401(k) Plan$6MGreenshades Employee Company, LLC - 401(k)Greenshades Employee Company…$6MReading & Math, Inc. 401(k) PlanReading & Math, Inc. 401(k) …$6M
End-of-year total assets ($M) among Menlo Innovations LLC 401 (K) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Menlo Innovations LLC multi-year asset trail

Sponsor-wide plan assets over time

All Menlo Innovations LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.332236054607556% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.22M $6.86M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 45 $5M
2023 1 50 $6M
2024 1 43 $7M

Menlo Innovations LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN383609615
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Menlo Innovations LLC 401 (K) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Menlo Innovations LLC 401 (K) Plan and Trust, Total assets ($B): 0.006252755 · Participants: 50Menlo Innovations LLC 401 (K) Plan and TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Menlo Innovations LLC 401 (K) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Menlo Innovations LLC 401 (K) Plan and Trust side-by-side with 3 peers →

Menlo Innovations LLC 401 (K) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Iaa Tax Deferred Savings Plan & Trust in DC ($6M); by covered participants it is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Menlo Innovations LLC 401 (K) Plan and Trust assets move in 2023? ▼
Menlo Innovations LLC 401 (K) Plan and Trust grew sharply - up 19.8% during 2023, from $5M to $6M. Reported net income was $1M.
How have Menlo Innovations LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Menlo Innovations LLC's sponsor-wide assets grew 31.3%, from $5M to $7M.
Which 401(k) plans are similar in size to Menlo Innovations LLC 401 (K) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Iaa Tax Deferred Savings Plan & Trust in DC ($6M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Menlo Innovations LLC 401 (K) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants, $8M 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 383609615.

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.