401(k) · DOL Form 5500 · 2023

Monte Sano Research Corporation 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
107
Participants Small participant base
79th
Percentile by assets National rank
$273,583
Avg per participant High balance/head
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Official DOL plan name: Monte Sano Research Corporation 401(k) Profit Sharing Plan · Sponsored by Monte Sano Research Corporation · Alabama · Professional & Technical Services

$29M in assets, 107 participants

Monte Sano Research Corporation's Monte Sano Research Corporation 401(k) Profit Sharing Plan reported $29M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,120 in Professional & Technical Services (20,321 peers)

Coverage in Alabama

Monte Sano Research Corporation 401(k) Profit Sharing Plan covers 107 participants in Alabama, about 30% of the average Alabama filer (state average ~360 per filing). Assets: $29M.

#16,120
in Professional & Technical Services (20,321 peers)
+30.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Monte Sano Research Corporation 401(k) Profit Sharing Plan's outsized position by total assets

Monte Sano Research Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$29,273,369 Top 21% higher than 79% 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 Sano Research Corporation 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monte Sano Research Corporation 401(k) Profit Sharing Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monte Sano Research Corporation 401(k) Profit Sharing Plan reported net income rose from -$908K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Monte Sano Research Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Monte Sano Research Corporation 401(k) Profit Sharing Plan reported participants fell from 109 in the plan year 2022 filing to 107 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 270649002 · Monte Sano Research Corporation PY 2023 · 401(k)

Monte Sano Research Corporation 401(k) Profit Sharing Plan · $29M · 107 · 79th

  • BOY $29M
  • BOY 107
  • BOY 79th
  • BOY 401(k)
  • BOY near Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing
  • BOY ind #16120

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 Alabama →

Monte Sano Research Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Natco Products Corporation 401(k) PlanNatco Products Corporation 4…$29MMonte Sano Research Corporation 401(k) Profit Sharing PlanMonte Sano Research Corporat…$29MSimon Roofing & Sheet Metal Corp 401(k) Profit SharingSimon Roofing & Sheet Metal …$29MIntermountain Electronics, Inc. of Price, Utah 401(k) Profit Sharing PlanIntermountain Electronics, I…$29MStarion Bancorporation 401(k) Profit Sharing PlanStarion Bancorporation 401(k…$29M
End-of-year total assets ($M) among Monte Sano Research Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$7M
Employer EIN270649002
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monte Sano Research Corporation)

Sponsor-wide plan assets over time

All Monte Sano Research Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$36M 58.461638714688604% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.5M $35.7M ▲ +58.5%
Year Plans Participants Total Assets
2022 1 109 $23M
2023 1 107 $29M
2024 1 119 $36M

Nearby 401(k) Plans in Alabama

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

Monte Sano Research Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Monte Sano Research Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.029273369 · Participants: 107Monte Sano Research Corporation 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Monte Sano Research Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Monte Sano Research Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Monte Sano Research Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing in OH ($29M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Sano Research Corporation 401(k) Profit Sharing Plan assets move in 2023? ▼
Monte Sano Research Corporation 401(k) Profit Sharing Plan surged - up 30.0% during 2023, from $23M to $29M. Reported net income was $7M.
How have Monte Sano Research Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monte Sano Research Corporation's sponsor-wide assets grew 58.5%, from $23M to $36M.
Where does Monte Sano Research Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Monte Sano Research Corporation 401(k) Profit Sharing Plan ranks in the 79th 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 401(k) plans are similar in size to Monte Sano Research Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing in OH ($29M, 356 participants).
Which 401(k) plans cover a similar participant headcount to Monte Sano Research Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants, N/A 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 270649002.

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.