401(k) · DOL Form 5500 · 2023

Monetate, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
104
Participants Small participant base
30th
Percentile by assets National rank
$18,867
Avg per participant Low balance/head
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Official DOL plan name: Monetate 401(k) Plan · Sponsored by Monetate, Inc. · Texas · Information & Media

$2M in assets, 104 participants

Monetate, Inc.'s Monetate 401(k) Plan reported $2M in total assets and 104 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.

  • #450 in Information & Media (2,818 peers)

Coverage in Texas

Monetate 401(k) Plan covers 104 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#450
in Information & Media (2,818 peers)
$2M
reported net income

Monetate 401(k) Plan among the smaller filed plans by assets

Monetate 401(k) Plan vs every filed plan by assets

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

$1,962,119 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

Monetate 401(k) 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. Monetate 401(k) Plan sits mid-pack in the medium band (104 participants).

Published 5500 schedule card

Filing strip 261801822 · Monetate, Inc. PY 2023 · 401(k)

Monetate 401(k) Plan · $2M · 104 · 30th

  • VS-ST $2M
  • BOY 104
  • SCH 30th
  • EBSA 401(k)
  • PART near Life Plasma Inc. 401(k) Plan
  • TYPE ind #450

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 Information & Media retirement plans → · Plans in Texas →

Monetate 401(k) Plan in the asset neighbourhood

Monetate 401(k) Plan$2MLife Plasma Inc. 401(k) Plan$2MEdwards Everhart Dental Partnership 401(k) PlanEdwards Everhart Dental Part…$2MGrace Management Group, LLC 401(k) PlanGrace Management Group, LLC …$2M403(b) Thrift Plan for Employees of Olympic Community Action Programs403(b) Thrift Plan for Emplo…$2M
End-of-year total assets ($M) among Monetate 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN261801822
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monetate, Inc.)

Sponsor-wide plan assets over time

All Monetate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 154.26867585503223% vs 2023
2024 filing year
$1M$2M$3M$4M$5M$6M 20232024 $1.96M $4.99M ▲ +154.6%
Year Plans Participants Total Assets
2023 1 104 $2M
2024 1 120 $5M

Nearby 401(k) Plans in Texas

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

Monetate 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Monetate 401(k) Plan, Total assets ($B): 0.001962119 · Participants: 104Monetate 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Monetate 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Monetate 401(k) Plan side-by-side with 3 peers →

Monetate 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Life Plasma Inc. 401(k) Plan in PA ($2M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 have Monetate, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Monetate, Inc.'s sponsor-wide assets grew 154.3%, from $2M to $5M.
Which 401(k) plans are similar in size to Monetate 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Life Plasma Inc. 401(k) Plan in PA ($2M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Monetate 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 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 261801822.

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.