401(k) · DOL Form 5500 · 2023
West Monroe Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $694M
- Total assets Above avg plan size
- 2,322
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $298,755
- Avg per participant High balance/head
Official DOL plan name: West Monroe Partners, Inc. 401(k) Plan · Sponsored by West Monroe Partners, Inc. · Illinois · Professional & Technical Services
$694M in assets, 2,322 participants
West Monroe Partners, Inc.'s West Monroe Partners, Inc. 401(k) Plan reported $694M in total assets and 2,322 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #20,059 in Professional & Technical Services (20,321 peers)
Coverage in Illinois
West Monroe Partners, Inc. 401(k) Plan covers 2,322 participants in Illinois, 3.0x the typical Illinois plan (state average ~779 per filing). Assets: $694M.
- #20,059
- in Professional & Technical Services (20,321 peers)
- -6.5%
- assets change YoY
- 7.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $48M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
West Monroe Partners, Inc. 401(k) Plan's outsized position by total assets
West Monroe Partners, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$693,709,557 Top 2% higher than 98% 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. 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. West Monroe Partners, Inc. 401(k) Plan lands in the large band (2,322 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- West Monroe Partners, Inc. 401(k) Plan reported net income fell from $96M in the plan year 2022 filing to -$48M in the plan year 2023 filing.
- West Monroe Partners, Inc. 401(k) Plan reported participants rose from 2,024 in the plan year 2022 filing to 2,322 in the plan year 2023 filing.
- West Monroe Partners, Inc. 401(k) Plan end-of-year assets fell from $742M in the plan year 2022 filing to $694M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 461586202 · West Monroe Partners, Inc. PY 2023 · 401(k)
West Monroe Partners, Inc. 401(k) Plan · $694M · 2,322 · 98th
- PHOTO $694M
- IND 2,322
- EOY 98th
- 5500 401(k)
- ASSETS near M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust
- PCT ind #20059
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. 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $742M |
|---|---|
| Net Assets (End of Year) | $694M |
| Net Income | -$48M |
| Employer EIN | 461586202 |
| Plan Effective Date | 2003-01-01 |
| 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 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
West Monroe Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust in MN ($694M); by covered participants it is Basis Educational Group Retirement Plan in AZ (2,322 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($694M here).
- M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust (MN) $694M · 2,673
- Smithfield Foods, Inc. Salaried 401(k) Plan (VA) $694M · 5,193
- Danone U.S. 401(k) Plan (NY) $694M · 5,394
- Averitt Express, Inc. Profit Sharing and 401(k) Plan (TN) $693M · 9,257
Similar participant headcount
Nearest other-state filings by covered participants (2,322 participants); asset peers above are excluded.
- Basis Educational Group Retirement Plan (AZ) 2,322 · 0 off
- Hmr Veterans Services, Inc. 401(k) Plan (SC) 2,322 · 0 off
- Zeigler Auto Group, Inc. Employee's 401(k) Plan (MI) 2,324 · 2 off
- Ducommun Incorporated Retirement Savings Plan (CA) 2,324 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.