Profit Sharing · DOL Form 5500 · 2023
West Monroe Partners, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 1,180
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $45,382
- Avg per participant Low balance/head
Official DOL plan name: West Monroe Partners, Inc. Frozen Capital Accumulation Plan · Sponsored by West Monroe Partners, Inc. · Illinois · Professional & Technical Services
$54M in assets, 1,180 participants
West Monroe Partners, Inc.'s West Monroe Partners, Inc. Frozen Capital Accumulation Plan reported $54M in total assets and 1,180 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.
- #17,731 in Professional & Technical Services (20,321 peers)
Where West Monroe Partners, Inc. Frozen Capital Accumulation Plan sits by assets
West Monroe Partners, Inc. Frozen Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $54M for 1,180 participants (~$45,382/participant), up 4.4% in 2023.
- #17,731
- in Professional & Technical Services (20,321 peers)
- +4.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
West Monroe Partners, Inc. Frozen Capital Accumulation Plan's outsized position by total assets
West Monroe Partners, Inc. Frozen Capital Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$53,551,006 Top 14% higher than 86% 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
West Monroe Partners, Inc. Frozen Capital Accumulation 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. West Monroe Partners, Inc. Frozen Capital Accumulation Plan lands in the large band (1,180 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- West Monroe Partners, Inc. Frozen Capital Accumulation Plan reported net income rose from -$899M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- West Monroe Partners, Inc. Frozen Capital Accumulation Plan end-of-year assets rose from $51M in the plan year 2022 filing to $54M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 461586202 · West Monroe Partners, Inc. PY 2023 · Profit Sharing
West Monroe Partners, Inc. Frozen Capital Accumulation Plan · $54M · 1,180 · 86th
- EBSA $54M
- PART 1,180
- TYPE 86th
- NET Profit Sharing
- BOOK near Wilson, Elser, Moskowitz, Edelman & Dicker LLP Partners' Defined Contribution Plan
- VS-ST ind #17731
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 Illinois →
West Monroe Partners, Inc. Frozen Capital Accumulation Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $2M |
| Employer EIN | 461586202 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Monroe Partners, Inc.)
Sponsor-wide plan assets over time
All West Monroe Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $783M 1.3088614441457889% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,204 | $793M |
| 2023 | 2 | 3,502 | $747M |
| 2024 | 2 | 3,187 | $783M |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
West Monroe Partners, Inc. Frozen Capital Accumulation Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Wilson, Elser, Moskowitz, Edelman & Dicker LLP Partners' Defined Contribution Plan in NY ($54M); by covered participants it is Heat and Frost Insulators Defined Contribution in MI (1,178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,180 participants); asset peers above are excluded.
- Heat and Frost Insulators Defined Contribution (MI) 1,178 · 2 off
- I.U.O.E. Local 14-14b Annuity Fund (NY) 1,187 · 7 off
- Laborers Local No. 1822 Defined Contribution Plan (NY) 1,189 · 9 off
- Laborers' Local No. 17 Annuity Fund (NY) 1,166 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.