401(k) · DOL Form 5500 · 2023

Monogram Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
3,039
Participants Above avg headcount
86th
Percentile by assets National rank
$17,229
Avg per participant Low balance/head
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Official DOL plan name: Monogram Food Solutions 401(k) Plan · Sponsored by Monogram Management Services, Inc. · Tennessee · Food Services & Accommodation

$52M in assets, 3,039 participants

Monogram Management Services, Inc.'s Monogram Food Solutions 401(k) Plan reported $52M in total assets and 3,039 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #3,684 in Food Services & Accommodation (3,828 peers)

Coverage in Tennessee

Monogram Food Solutions 401(k) Plan covers 3,039 participants in Tennessee, 2.7x the typical Tennessee plan (state average ~1,126 per filing). Assets: $52M.

#3,684
in Food Services & Accommodation (3,828 peers)
+25.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Monogram Food Solutions 401(k) Plan's outsized position by total assets

Monogram Food Solutions 401(k) Plan vs every filed plan by assets

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

$52,358,026 Top 14% higher than 86% 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 Food Solutions 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monogram Food Solutions 401(k) Plan lands in the large band (3,039 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monogram Food Solutions 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Monogram Food Solutions 401(k) Plan reported participants rose from 2,376 in the plan year 2022 filing to 3,039 in the plan year 2023 filing.
  • Monogram Food Solutions 401(k) Plan end-of-year assets rose from $42M in the plan year 2022 filing to $52M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 453115232 · Monogram Management Services, Inc. PY 2023 · 401(k)

Monogram Food Solutions 401(k) Plan · $52M · 3,039 · 86th

  • PCT $52M
  • EIN 3,039
  • RANK 86th
  • PHOTO 401(k)
  • IND near Atlanta Flooring Design Centers, Inc. Employee Stock Ownership Plan
  • EOY ind #3684

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 Food Services & Accommodation retirement plans → · Plans in Tennessee →

Monogram Food Solutions 401(k) Plan in the asset neighbourhood

Atlanta Flooring Design Centers, Inc. Employee Stock Ownership PlanAtlanta Flooring Design Cent…$52MNewton Healthcare Corporation 401(k) Retirement PlanNewton Healthcare Corporatio…$52MG3 Technologies Inc 401(k) PlanG3 Technologies Inc 401(k) P…$52MIndel Power Group 401(k) Plan$52MMonogram Food Solutions 401(k) PlanMonogram Food Solutions 401(…$52M
End-of-year total assets ($M) among Monogram Food Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$52M
Net Income$11M
Employer EIN453115232
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monogram Management Services, Inc.)

Sponsor-wide plan assets over time

All Monogram Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 49.63755255168192% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $41.8M $62.6M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 2,376 $42M
2023 1 3,039 $52M
2024 1 3,254 $63M

Nearby 401(k) Plans in Tennessee

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

Monogram Food Solutions 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Monogram Food Solutions 401(k) Plan, Total assets ($B): 0.052358026 · Participants: 3039Monogram Food Solutions 401(k) 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 Food Solutions 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Monogram Food Solutions 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Atlanta Flooring Design Centers, Inc. Employee Stock Ownership Plan in GA ($52M); by covered participants it is Lego U.S. Retirement Plan in CT (3,038 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,039 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 Food Solutions 401(k) Plan assets move in 2023? ▼
Monogram Food Solutions 401(k) Plan grew sharply - up 25.2% during 2023, from $42M to $52M. Reported net income was $11M.
How have Monogram Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monogram Management Services, Inc.'s sponsor-wide assets grew 49.6%, from $42M to $63M.
Where does Monogram Food Solutions 401(k) Plan rank by assets among Form 5500 filers? ▼
Monogram Food Solutions 401(k) Plan ranks in the 86th 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 Monogram Food Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atlanta Flooring Design Centers, Inc. Employee Stock Ownership Plan in GA ($52M, 338 participants).
Which 401(k) plans cover a similar participant headcount to Monogram Food Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lego U.S. Retirement Plan in CT (3,038 participants, $367M 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 453115232.

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.