401(k) · DOL Form 5500 · 2023

Monte Nido & Affiliates 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
1,742
Participants Near avg headcount
69th
Percentile by assets National rank
$9,321
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Monte Nido Holdings 401(k) Retirement Plan · Sponsored by Monte Nido & Affiliates · Florida · Healthcare & Social Assistance

$16M in assets, 1,742 participants

Monte Nido & Affiliates's Monte Nido Holdings 401(k) Retirement Plan reported $16M in total assets and 1,742 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,029 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Monte Nido Holdings 401(k) Retirement Plan covers 1,742 participants in Florida, 2.8x the typical Florida plan (state average ~628 per filing). Assets: $16M.

#13,029
in Healthcare & Social Assistance (17,684 peers)
+199.0%
assets growth YoY

Monte Nido Holdings 401(k) Retirement Plan's outsized position by total assets

Monte Nido Holdings 401(k) Retirement Plan vs every filed plan by assets

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

$16,237,975 Top 31% higher than 69% 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

Monte Nido Holdings 401(k) Retirement 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. Monte Nido Holdings 401(k) Retirement Plan lands in the large band (1,742 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monte Nido Holdings 401(k) Retirement Plan reported net income rose from $734K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Monte Nido Holdings 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Monte Nido Holdings 401(k) Retirement Plan reported participants rose from 1,055 in the plan year 2022 filing to 1,742 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954552790 · Monte Nido & Affiliates PY 2023 · 401(k)

Monte Nido Holdings 401(k) Retirement Plan · $16M · 1,742 · 69th

  • SCH $16M
  • SCH 1,742
  • SCH 69th
  • SCH 401(k)
  • SCH near Facility Services Management 401(k) Plan
  • SCH ind #13029

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Monte Nido Holdings 401(k) Retirement Plan in the asset neighbourhood

Monte Nido Holdings 401(k) Retirement PlanMonte Nido Holdings 401(k) R…$16MFacility Services Management 401(k) PlanFacility Services Management…$16MBardin Hill Investment Partners LP Profit Sharing PlanBardin Hill Investment Partn…$16MMural 401(k) Plan$16MNeotiss High Performance Tube Retirement Savings PlanNeotiss High Performance Tub…$16M
End-of-year total assets ($M) among Monte Nido Holdings 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN954552790
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monte Nido & Affiliates)

Sponsor-wide plan assets over time

All Monte Nido & Affiliates plans reported in each filing year

Latest sponsor-wide plan assets
$20M 275.23263346570553% vs 2022
2024 filing year
$0M$5M$10M$15M$20M$25M 202220232024 $5.43M $20.4M ▲ +275.3%
Year Plans Participants Total Assets
2022 1 1,055 $5M
2023 1 1,742 $16M
2024 1 1,667 $20M

Nearby 401(k) Plans in Florida

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

Monte Nido Holdings 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Monte Nido Holdings 401(k) Retirement Plan, Total assets ($B): 0.016237975 · Participants: 1742Monte Nido Holdings 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Monte Nido Holdings 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Monte Nido Holdings 401(k) Retirement Plan side-by-side with 3 peers →

Monte Nido Holdings 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Facility Services Management 401(k) Plan in TN ($16M); by covered participants it is Cache Creek 401(k) Plan in CA (1,742 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,742 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 Monte Nido Holdings 401(k) Retirement Plan assets move in 2023? ▼
Monte Nido Holdings 401(k) Retirement Plan surged - up 199.0% during 2023, from $5M to $16M. Reported net income was $4M.
How have Monte Nido & Affiliates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monte Nido & Affiliates's sponsor-wide assets grew 275.2%, from $5M to $20M.
Which 401(k) plans are similar in size to Monte Nido Holdings 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Facility Services Management 401(k) Plan in TN ($16M, 469 participants).
Which 401(k) plans cover a similar participant headcount to Monte Nido Holdings 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cache Creek 401(k) Plan in CA (1,742 participants, $111M 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 954552790.

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.