401(k) · DOL Form 5500 · 2023

West Monroe Partners, Inc. 401(k) Plan

Data updated 2026-08-11

$694M
Total assets: 2,322
Participants: 98th
Percentile by assets: $298,755
Avg per participant

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.

98th percentile by assets (of 127,072 plans)
#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.

$694M
total plan assets (2023 EOY): 2,322
covered participants: 98th
percentile by assets (of 127,072 plans): $298,755
avg assets per participant

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 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.

See the national 2022→2023 release diff →

State

Illinois

Industry

Professional & Technical Services

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. West Monroe Partners, Inc. 401(k) Plan reports 2,322 participants - 3.0x that state average ($694M EOY assets).

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.)

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 401(k) Plans in Illinois

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

West Monroe Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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

Compare West Monroe Partners, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to West Monroe Partners, Inc. 401(k) Plan by total assets, not by location.

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

Frequently Asked Questions

How did West Monroe Partners, Inc. 401(k) Plan assets move in 2023? ▼

West Monroe Partners, Inc. 401(k) Plan pulled back noticeably - down 6.5% during 2023, from $742M to $694M. Reported net income was -$48M.

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. 401(k) Plan rank by assets among Form 5500 filers? ▼

West Monroe Partners, Inc. 401(k) Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to West Monroe Partners, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust in MN ($694M, 2,673 participants).

Next read for West Monroe Partners, Inc. 401(k) Plan

Filing takeaways

Ways to act on West Monroe Partners, Inc. 401(k) Plan's numbers.

By total assets, West Monroe Partners, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
West Monroe Partners, Inc.'s sponsor-wide assets have declined 1.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.