401(k) · DOL Form 5500 · 2023

Haier US Appliance Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
377
Participants Below avg headcount
59th
Percentile by assets National rank
$27,578
Avg per participant Low balance/head
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Official DOL plan name: Monogram Refrigeration, LLC Employee Savings and Retirement Plan · Sponsored by Haier US Appliance Solutions, Inc. · Tennessee · Manufacturing

$10M in assets, 377 participants

Haier US Appliance Solutions, Inc.'s Monogram Refrigeration, LLC Employee Savings and Retirement Plan reported $10M in total assets and 377 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,589 in Manufacturing (18,722 peers)

Coverage in Tennessee

Monogram Refrigeration, LLC Employee Savings and Retirement Plan covers 377 participants in Tennessee, about 33% of the average Tennessee filer (state average ~1,126 per filing). Assets: $10M.

#8,589
in Manufacturing (18,722 peers)
+4.1%
assets growth YoY

Monogram Refrigeration, LLC Employee Savings and Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Monogram Refrigeration, LLC Employee Savings and Retirement Plan vs every filed plan by assets

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

$10,397,021 Top 41% higher than 59% 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

Monogram Refrigeration, LLC Employee Savings and Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monogram Refrigeration, LLC Employee Savings and Retirement Plan sits mid-pack in the medium band (377 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monogram Refrigeration, LLC Employee Savings and Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $408K in the plan year 2023 filing.
  • Monogram Refrigeration, LLC Employee Savings and Retirement Plan reported participants fell from 402 in the plan year 2022 filing to 377 in the plan year 2023 filing.
  • Monogram Refrigeration, LLC Employee Savings and Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 203820289 · Haier US Appliance Solutions, Inc. PY 2023 · 401(k)

Monogram Refrigeration, LLC Employee Savings and Retirement Plan · $10M · 377 · 59th

  • EIN $10M
  • EIN 377
  • EIN 59th
  • EIN 401(k)
  • EIN near English Gardens Group, Inc. 401(k) Plan
  • EIN ind #8589

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 Manufacturing retirement plans → · Plans in Tennessee →

Monogram Refrigeration, LLC Employee Savings and Retirement Plan in the asset neighbourhood

Monogram Refrigeration, LLC Employee Savings and Retirement PlanMonogram Refrigeration, LLC …$10MEnglish Gardens Group, Inc. 401(k) PlanEnglish Gardens Group, Inc. …$10MIndex Fresh, Inc. 401(k) Retirement PlanIndex Fresh, Inc. 401(k) Ret…$10MTokyo Century (USA) Inc. 401(k) Retirement Savings PlanTokyo Century (USA) Inc. 401…$10MWashington Township Medical Foundation 401(k) PlanWashington Township Medical …$10M
End-of-year total assets ($M) among Monogram Refrigeration, LLC Employee Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$408K
Employer EIN203820289
Plan Effective Date2006-01-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Haier US Appliance Solutions, Inc.)

Sponsor-wide plan assets over time

All Haier US Appliance Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 5.080753468782583% vs 2022
2024 filing year
$9.8M$10M$10.2M$10.4M$10.6M 202220232024 $9.99M $10.5M ▲ +5.1%
Year Plans Participants Total Assets
2022 1 402 $10M
2023 1 377 $10M
2024 1 366 $10M

Nearby 401(k) Plans in Tennessee

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

Monogram Refrigeration, LLC Employee Savings and Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Monogram Refrigeration, LLC Employee Savings and Retirement Plan, Total assets ($B): 0.010397021 · Participants: 377Monogram Refrigeration, LLC Employee Savings and Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Monogram Refrigeration, LLC Employee Savings and Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Monogram Refrigeration, LLC Employee Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is English Gardens Group, Inc. 401(k) Plan in MI ($10M); by covered participants it is Mbi, Inc 401(k) Plan in CT (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (377 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 Monogram Refrigeration, LLC Employee Savings and Retirement Plan assets move in 2023?
Monogram Refrigeration, LLC Employee Savings and Retirement Plan edged up modestly - up 4.1% during 2023, from $10M to $10M. Reported net income was $408K.
How have Haier US Appliance Solutions, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Haier US Appliance Solutions, Inc.'s sponsor-wide assets grew 5.1%, from $10M to $10M.
Which 401(k) plans are similar in size to Monogram Refrigeration, LLC Employee Savings and Retirement Plan?
Among 401(k) plans in other states, the closest by assets is English Gardens Group, Inc. 401(k) Plan in MI ($10M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Monogram Refrigeration, LLC Employee Savings and Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Mbi, Inc 401(k) Plan in CT (377 participants, $59M in assets).