401(k) · DOL Form 5500 · 2023
Monogram LLC 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 65
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $556,820
- Avg per participant High balance/head
Official DOL plan name: Monogram LLC 401(k) Plan · Sponsored by Monogram LLC · Massachusetts · Finance & Insurance
$36M in assets, 65 participants
Monogram LLC's Monogram LLC 401(k) Plan reported $36M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,405 in Finance & Insurance (8,869 peers)
Where Monogram LLC 401(k) Plan sits by assets
Monogram LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 65 participants (~$556,820/participant), up 17.6% in 2023.
- #6,405
- in Finance & Insurance (8,869 peers)
- +17.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Monogram LLC 401(k) Plan's outsized position by total assets
Monogram LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,193,331 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Monogram LLC 401(k) 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. Monogram LLC 401(k) Plan is a small filing (65 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 931922098 · Monogram LLC PY 2023 · 401(k)
Monogram LLC 401(k) Plan · $36M · 65 · 82nd
- PHOTO $36M
- PHOTO 65
- PHOTO 82nd
- PHOTO 401(k)
- PHOTO near Seneca Companies 401(k) Plan
- PHOTO ind #6405
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 →
Monogram LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $5M |
| Employer EIN | 931922098 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monogram LLC)
Sponsor-wide plan assets over time
All Monogram LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 18.278930999746887% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 65 | $36M |
| 2024 | 1 | 60 | $43M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Monogram LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Seneca Companies 401(k) Plan in IA ($36M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
Similar participant headcount
Nearest other-state filings by covered participants (65 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.