401(k) · DOL Form 5500 · 2023

Monument Economics Group LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 25
Participants Small participant base: 34th
Percentile by assets National rank: $109,260
Avg per participant Below avg balance/head

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Official DOL plan name: Monument Economics Group LLC · Sponsored by Monument Economics Group LLC · Virginia · Professional & Technical Services

$3M in assets, 25 participants

Monument Economics Group LLC's Monument Economics Group LLC reported $3M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

#6,305 in Professional & Technical Services (20,321 peers)

Monument Economics Group LLC multi-year trail

Monument Economics Group LLC's plans moved +36.4% in assets from 2023 to 2024; this filing shows Monument Economics Group LLC at $3M / 25 participants.

#6,305
in Professional & Technical Services (20,321 peers): +54.2%
assets growth YoY

Monument Economics Group LLC's mid-pack asset rank among Professional & Technical Services and all filers

Monument Economics Group LLC vs every filed plan by assets

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

$2,731,494 34th percentile higher than 34% 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

Monument Economics Group LLC 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 Economics Group LLC is a small filing (25 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 814086422 · Monument Economics Group LLC PY 2023 · 401(k)

Monument Economics Group LLC · $3M · 25 · 34th

EBSA $3M
PART 25
TYPE 34th
NET 401(k)
BOOK near Reference Data Services, LLC 401(k) Plan
VS-ST ind #6305

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 Virginia →

End-of-year total assets ($M) among Monument Economics Group LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Monument Economics Group LLC multi-year asset trail

Latest sponsor-wide plan assets: $4M 36.42197273726393% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	25	$3M
2024	1	29	$4M

Monument Economics Group LLC filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$960K
Employer EIN	814086422
Plan Effective Date	2017-06-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Monument Economics Group LLC vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $36.2B · 97,987
401(k) Pension Plan $15.0B · 62,467
General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
Leidos, Inc. Retirement Plan $10.6B · 27,043
Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681

Compare Monument Economics Group LLC side-by-side with 3 peers →

Monument Economics Group LLC's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Reference Data Services, LLC 401(k) Plan in NY ($3M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Reference Data Services, LLC 401(k) Plan (NY) $3M · 4
One Aviation Corporation Retirement Plan (NM) $3M · 7
Long Shadows Vintners 401(k) Plan (WA) $3M · 12
Microtech Systems, Inc. 401(k) Plan (CA) $3M · 5

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

Pyromet 401(k) Plan (PA) 25 · 0 off
Pulley & Associates, Inc. Profit Sharing Plan (GA) 25 · 0 off
Two Daughters Logistics, Inc. 401(k) Profit Sharing Plan and Trust (CA) 25 · 0 off
Kathcar Incorporated Retirement Plan (PA) 25 · 0 off

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 Economics Group LLC assets move in 2023? ▼

Monument Economics Group LLC surged - up 54.2% during 2023, from $2M to $3M. Reported net income was $960K.

How have Monument Economics Group LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Monument Economics Group LLC's sponsor-wide assets grew 36.4%, from $3M to $4M.

Which 401(k) plans are similar in size to Monument Economics Group LLC? ▼

Among 401(k) plans in other states, the closest by assets is Reference Data Services, LLC 401(k) Plan in NY ($3M, 4 participants).

Which 401(k) plans cover a similar participant headcount to Monument Economics Group LLC? ▼

Among 401(k) plans in other states, the closest by covered participants is Pyromet 401(k) Plan in PA (25 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 814086422.