401(k) · DOL Form 5500 · 2024

Monticello Nys LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
26th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Monticello Nys LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Monticello Nys LLC · New York · Real Estate

$1M in assets, 1 participants

Monticello Nys LLC's Monticello Nys LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,056 in Real Estate (4,605 peers)

Monticello Nys LLC multi-year trail

Monticello Nys LLC's plans moved +102.8% in assets from 2023 to 2024; this filing shows Monticello Nys LLC 401(k) Profit Sharing Plan & Trust at $1M / 1 participant.

#2,056
in Real Estate (4,605 peers)
+102.8%
assets growth YoY

Monticello Nys LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Monticello Nys LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,486,819 26th percentile higher than 26% of 123,620 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 2024

Monticello Nys LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monticello Nys LLC 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Monticello Nys LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $733K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Monticello Nys LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $393K in the plan year 2023 filing to $754K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 453435916 · Monticello Nys LLC PY 2024 · 401(k)

Monticello Nys LLC 401(k) Profit Sharing Plan & Trust · $1M · 1 · 26th

  • RANK $1M
  • RANK 1
  • RANK 26th
  • RANK 401(k)
  • RANK near Claystone Construction, Inc. 401(k) Plan
  • RANK ind #2056

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 Real Estate retirement plans → · Plans in New York →

Monticello Nys LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Monticello Nys LLC 401(k) Profit Sharing Plan & TrustMonticello Nys LLC 401(k) Pr…$1MClaystone Construction, Inc. 401(k) PlanClaystone Construction, Inc.…$1MHamilton-Ryker It Solutions, LLC 401(k) PlanHamilton-Ryker It Solutions,…$1MLittle Innovations, Inc. 401(k) PlanLittle Innovations, Inc. 401…$1MTarga Real Estate Services 401(k) PlanTarga Real Estate Services 4…$1M
End-of-year total assets ($M) among Monticello Nys LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Monticello Nys LLC multi-year asset trail

Sponsor-wide plan assets over time

All Monticello Nys LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 102.7774481845322% vs 2023
2024 filing year
$0.5M$1M$1.5M$2M 20232024 $0.73M $1.49M ▲ +104.1%
Year Plans Participants Total Assets
2023 1 1 $733K
2024 1 1 $1M

Monticello Nys LLC filing trail (2024)

Total Assets (Beginning of Year)$733K
Net Assets (End of Year)$1M
Net Income$754K
Employer EIN453435916
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Monticello Nys LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Monticello Nys LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001486819 · Participants: 1Monticello Nys LLC 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Monticello Nys LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Monticello Nys LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Monticello Nys LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Claystone Construction, Inc. 401(k) Plan in CO ($1M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Monticello Nys LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Monticello Nys LLC 401(k) Profit Sharing Plan & Trust surged - up 102.8% during 2024, from $733K to $1M. Reported net income was $754K.
How have Monticello Nys LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Monticello Nys LLC's sponsor-wide assets grew 102.8%, from $733K to $1M.
Which 401(k) plans are similar in size to Monticello Nys LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Claystone Construction, Inc. 401(k) Plan in CO ($1M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Monticello Nys LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 453435916.

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.