401(k) · DOL Form 5500 · 2024
Monticello Consulting Group in 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $71,123
- Avg per participant Below avg balance/head
Official DOL plan name: Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust · Sponsored by Monticello Consulting Group in · Virginia · Administrative & Support Services
$3M in assets, 39 participants
Monticello Consulting Group in's Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,464 in Administrative & Support Services (4,368 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust ranks #2,464 of 4,368 2024 filers by assets (1040% of the sector average)-$3M for 39 participants.
- #2,464
- in Administrative & Support Services (4,368 peers)
- -18.2%
- assets change YoY
The plan reported a net loss of $617K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,773,803 33rd percentile higher than 33% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust is a small filing (39 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust reported net income fell from $904K in the plan year 2023 filing to -$617K in the plan year 2024 filing.
- Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust reported participants fell from 52 in the plan year 2023 filing to 39 in the plan year 2024 filing.
- Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 753161017 · Monticello Consulting Group in PY 2024 · 401(k)
Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust · $3M · 39 · 33rd
- IND $3M
- EOY 39
- 5500 33rd
- ASSETS 401(k)
- PCT near Hallmark Health Care Solutions Inc. 401(k) Plan
- EIN ind #2464
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 Administrative & Support Services retirement plans → · Plans in Virginia →
Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$617K |
| Employer EIN | 753161017 |
| Plan Effective Date | 2005-09-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monticello Consulting Group in)
Sponsor-wide plan assets over time
All Monticello Consulting Group in plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 11.52616748930093% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 44 | $2M |
| 2023 | 1 | 52 | $3M |
| 2024 | 1 | 39 | $3M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Hallmark Health Care Solutions Inc. 401(k) Plan in MA ($3M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
- Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
- J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan (WI) 39 · 0 off
- Kwiat, Inc. Retirement Plan (NY) 39 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.