Profit Sharing · DOL Form 5500 · 2023

West Monroe Partners, Inc. Profit Sharing Plan

Data updated 2026-08-11

$54M
Total assets
1,180
Participants
86th
Percentile by assets
$45,382
Avg per participant
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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.

  • 86th percentile by assets (of 127,072 plans)
  • #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.

$54M
total plan assets (2023 EOY)
1,180
covered participants
86th
percentile by assets (of 127,072 plans)
$45,382
avg assets per participant

Where West Monroe Partners, Inc. Frozen Capital Accumulation Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Illinois
Industry
Professional & Technical Services

West Monroe Partners, Inc. Frozen Capital Accumulation Plan vs the 2023 asset distribution

By assets, West Monroe Partners, Inc. Frozen Capital Accumulation Plan outranks 86% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$54M
Net Income$2M
Employer EIN461586202
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (West Monroe Partners, Inc.)

$740M$760M$780M$800M 202220232024 $793M $783M ▼ -1.3%
Total plan assets by year, all West Monroe Partners, Inc. plans on file
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.

West Monroe Partners, Inc. Frozen Capital Accumulation Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants

West Monroe Partners, Inc. Frozen Capital Accumulation Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -101234 Total assets ($B) Participants West Monroe Partners…W. W. Grainger, Inc.…Electrical Contracto…Mcmaster-Carr Supply…Mid-America Carpente…Carle Foundation Hos…
West Monroe Partners, Inc. Frozen Capital Accumulation Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare West Monroe Partners, Inc. Frozen Capita… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to West Monroe Partners, Inc. Frozen Capital Accumulation Plan by total assets, not by location.

Frequently Asked Questions

How did West Monroe Partners, Inc. Frozen Capital Accumulation Plan assets move in 2023? ▼
West Monroe Partners, Inc. Frozen Capital Accumulation Plan edged up modestly - up 4.4% during 2023, from $51M to $54M. Reported net income was $2M.
How have West Monroe Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Monroe Partners, Inc.'s sponsor-wide assets declined 1.3%, from $793M to $783M.
Where does West Monroe Partners, Inc. Frozen Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
West Monroe Partners, Inc. Frozen Capital Accumulation 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 Profit Sharing plans are similar in size to West Monroe Partners, Inc. Frozen Capital Accumulation Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Wilson, Elser, Moskowitz, Edelman & Dicker LLP Partners' Defined Contribution Plan in NY ($54M, 282 participants).

Next read for West Monroe Partners, Inc. Frozen Capita…

Scale reading

Ways to act on West Monroe Partners, Inc. Frozen Capital Accumulation Plan's numbers.

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 461586202.

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.