401(k) · DOL Form 5500 · 2023

Monti, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
287
Participants Below avg headcount
75th
Percentile by assets National rank
$79,908
Avg per participant Below avg balance/head
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Official DOL plan name: Monti, Inc. Savings & Incentive Plan & Trust · Sponsored by Monti, Inc. · Ohio · Manufacturing

$23M in assets, 287 participants

Monti, Inc.'s Monti, Inc. Savings & Incentive Plan & Trust reported $23M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #12,273 in Manufacturing (18,722 peers)

Coverage in Ohio

Monti, Inc. Savings & Incentive Plan & Trust covers 287 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $23M.

#12,273
in Manufacturing (18,722 peers)
+29.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Monti, Inc. Savings & Incentive Plan & Trust's outsized position by total assets

Monti, Inc. Savings & Incentive Plan & Trust vs every filed plan by assets

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

$22,933,480 Top 25% higher than 75% 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

Monti, Inc. Savings & Incentive Plan & Trust 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. Monti, Inc. Savings & Incentive Plan & Trust sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monti, Inc. Savings & Incentive Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Monti, Inc. Savings & Incentive Plan & Trust end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Monti, Inc. Savings & Incentive Plan & Trust reported participants fell from 291 in the plan year 2022 filing to 287 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 310811428 · Monti, Inc. PY 2023 · 401(k)

Monti, Inc. Savings & Incentive Plan & Trust · $23M · 287 · 75th

  • 5500 $23M
  • ASSETS 287
  • PCT 75th
  • EIN 401(k)
  • RANK near Tavant Technologies 401(k) Plan
  • PHOTO ind #12273

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 Ohio →

Monti, Inc. Savings & Incentive Plan & Trust in the asset neighbourhood

Monti, Inc. Savings & Incentive Plan & TrustMonti, Inc. Savings & Incent…$23MTavant Technologies 401(k) PlanTavant Technologies 401(k) P…$23MBluecrest USA Gp LLC 401(k) PlanBluecrest USA Gp LLC 401(k) …$23MIntradeco Retirement & Savings PlanIntradeco Retirement & Savin…$23MThe Harvest Group, LLC 401(k) PlanThe Harvest Group, LLC 401(k…$23M
End-of-year total assets ($M) among Monti, Inc. Savings & Incentive Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN310811428
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monti, Inc.)

Sponsor-wide plan assets over time

All Monti, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 52.917814356624135% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.8M $27.2M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 291 $18M
2023 1 287 $23M
2024 1 335 $27M

Nearby 401(k) Plans in Ohio

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

Monti, Inc. Savings & Incentive Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Monti, Inc. Savings & Incentive Plan & Trust, Total assets ($B): 0.02293348 · Participants: 287Monti, Inc. Savings & Incentive Plan & TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Monti, Inc. Savings & Incentive Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Monti, Inc. Savings & Incentive Plan & Trust side-by-side with 3 peers →

Monti, Inc. Savings & Incentive Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Tavant Technologies 401(k) Plan in CA ($23M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Monti, Inc. Savings & Incentive Plan & Trust assets move in 2023? ▼
Monti, Inc. Savings & Incentive Plan & Trust grew sharply - up 29.0% during 2023, from $18M to $23M. Reported net income was $5M.
How have Monti, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monti, Inc.'s sponsor-wide assets grew 52.9%, from $18M to $27M.
Where does Monti, Inc. Savings & Incentive Plan & Trust rank by assets among Form 5500 filers? ▼
Monti, Inc. Savings & Incentive Plan & Trust ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Monti, Inc. Savings & Incentive Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tavant Technologies 401(k) Plan in CA ($23M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Monti, Inc. Savings & Incentive Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants, $2M 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 310811428.

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.