401(k) · DOL Form 5500 · 2024

Monogram LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
60
Participants Small participant base
82nd
Percentile by assets National rank
$713,485
Avg per participant High balance/head
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Official DOL plan name: Monogram LLC 401(k) Plan · Sponsored by Monogram LLC · Massachusetts · Finance & Insurance

$43M in assets, 60 participants

Monogram LLC's Monogram LLC 401(k) Plan reported $43M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,203 in Finance & Insurance (8,549 peers)

Where Monogram LLC 401(k) Plan sits by assets

Monogram LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 60 participants (~$713,485/participant), up 18.3% in 2024.

#6,203
in Finance & Insurance (8,549 peers)
+18.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Monogram LLC 401(k) Plan's outsized position by total assets

Monogram LLC 401(k) Plan vs every filed plan by assets

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

$42,809,085 Top 18% higher than 82% 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

Monogram LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monogram LLC 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Monogram LLC 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Monogram LLC 401(k) Plan end-of-year assets rose from $36M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Monogram LLC 401(k) Plan reported participants fell from 65 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 931922098 · Monogram LLC PY 2024 · 401(k)

Monogram LLC 401(k) Plan · $43M · 60 · 82nd

  • ASSETS $43M
  • ASSETS 60
  • ASSETS 82nd
  • ASSETS 401(k)
  • ASSETS near Burroughs 401(k) Plan
  • ASSETS ind #6203

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Monogram LLC 401(k) Plan in the asset neighbourhood

Monogram LLC 401(k) Plan$43MBurroughs 401(k) Plan$43MAlliance Animal Health 401(k) PlanAlliance Animal Health 401(k…$43MAmerican Business Bank 401(k) PlanAmerican Business Bank 401(k…$43MNeal and Harwell Profit Sharing PlanNeal and Harwell Profit Shar…$43M
End-of-year total assets ($M) among Monogram LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$43M
Net Income$7M
Employer EIN931922098
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monogram LLC)

Sponsor-wide plan assets over time

All Monogram LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 18.278930999746887% vs 2023
2024 filing year
$34M$36M$38M$40M$42M$44M 20232024 $36.2M $42.8M ▲ +18.3%
Year Plans Participants Total Assets
2023 1 65 $36M
2024 1 60 $43M

Nearby 401(k) Plans in Massachusetts

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

Monogram LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Monogram LLC 401(k) Plan, Total assets ($B): 0.042809085 · Participants: 60Monogram LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Monogram LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Monogram LLC 401(k) Plan side-by-side with 3 peers →

Monogram LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Burroughs 401(k) Plan in MI ($43M); by covered participants it is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (60 participants); 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 Monogram LLC 401(k) Plan assets move in 2024? ▼
Monogram LLC 401(k) Plan grew sharply - up 18.3% during 2024, from $36M to $43M. Reported net income was $7M.
How have Monogram LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Monogram LLC's sponsor-wide assets grew 18.3%, from $36M to $43M.
Where does Monogram LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Monogram LLC 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Monogram LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burroughs 401(k) Plan in MI ($43M, 782 participants).
Which 401(k) plans cover a similar participant headcount to Monogram LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants, $661K 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 931922098.

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.