401(k) · DOL Form 5500 · 2023

Monument Academy Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
88
Participants Small participant base
30th
Percentile by assets National rank
$21,907
Avg per participant Low balance/head
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Official DOL plan name: Monument Academy Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Monument Academy Inc · District of Columbia · Professional & Technical Services

$2M in assets, 88 participants

Monument Academy Inc's Monument Academy Inc 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,253 in Professional & Technical Services (20,321 peers)

Monument Academy Inc multi-year trail

Monument Academy Inc's plans moved +43.7% in assets from 2022 to 2024; this filing shows Monument Academy Inc 401(k) Profit Sharing Plan & Trust at $2M / 88 participants.

#5,253
in Professional & Technical Services (20,321 peers)
+27.4%
assets growth YoY

Monument Academy Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Monument Academy Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,927,815 30th percentile higher than 30% 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 Academy Inc 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. Monument Academy Inc 401(k) Profit Sharing Plan & Trust is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monument Academy Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$137K in the plan year 2022 filing to $414K in the plan year 2023 filing.
  • Monument Academy Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Monument Academy Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 85 in the plan year 2022 filing to 88 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 463662061 · Monument Academy Inc PY 2023 · 401(k)

Monument Academy Inc 401(k) Profit Sharing Plan & Trust · $2M · 88 · 30th

  • 5500 $2M
  • 5500 88
  • 5500 30th
  • 5500 401(k)
  • 5500 near The Connection for Women and Families Retirement Plan
  • 5500 ind #5253

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 District of Columbia →

Monument Academy Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Monument Academy Inc 401(k) Profit Sharing Plan & TrustMonument Academy Inc 401(k) …$2MThe Connection for Women and Families Retirement PlanThe Connection for Women and…$2MMadison Park Capital Advisors, LLC 401(k) Profit Sharing PlanMadison Park Capital Advisor…$2MSun Leasing Corp. 401(k) Plan$2MBuildzoom 401(k) Plan$2M
End-of-year total assets ($M) among Monument Academy Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Monument Academy Inc multi-year asset trail

Sponsor-wide plan assets over time

All Monument Academy Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 43.690113841098146% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.51M $2.17M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 85 $2M
2023 1 88 $2M
2024 1 106 $2M

Monument Academy Inc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$414K
Employer EIN463662061
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

Monument Academy Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Monument Academy Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001927815 · Participants: 88Monument Academy Inc 401(k) Profit Sharing Plan & TrustDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Monument Academy Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Monument Academy Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Monument Academy Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is The Connection for Women and Families Retirement Plan in NJ ($2M); by covered participants it is Martines Palmeiro Construction 401(k) Plan in CO (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Academy Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Monument Academy Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 27.4% during 2023, from $2M to $2M. Reported net income was $414K.
How have Monument Academy Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monument Academy Inc's sponsor-wide assets grew 43.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Monument Academy Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Connection for Women and Families Retirement Plan in NJ ($2M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Monument Academy Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Martines Palmeiro Construction 401(k) Plan in CO (88 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 463662061.

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.