401(k) · DOL Form 5500 · 2024

Monogram Refrigeration, LLC Employee Savings and Retirement Plan

Data updated 2026-05-15

$10M
Total assets
366
Participants
57th
Percentile by assets
$28,678
Avg per participant

Sponsored by Haier US Appliance Solutions, Inc. · Tennessee · Manufacturing

What the 2024 filing shows

Monogram Refrigeration, LLC Employee Savings and Retirement Plan holds $10M for 366 participants - about $28,678 per participant, above the median plan by assets, up 1.0% over the 2024 plan year.

$10M
total plan assets (2024 EOY)
366
covered participants
57th
percentile by assets (of 116,472 plans)
$28,678
avg assets per participant
State
Industry
Manufacturing

401(k) · DOL Form 5500 · 2024

What the Filing Says About Monogram Refrigeration, LLC Employee Savings and Retirement Plan

Monogram Refrigeration, LLC Employee Savings and Retirement Plan is a 401(k) retirement plan sponsored by Haier US Appliance Solutions, Inc., headquartered in Tennessee. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 366 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 203820289, and the plan has been effective since 2006-01-29. Its filing status is currently FILING RECEIVED.

Year over year, total assets held essentially flat from $10M at the beginning of 2024 to $10M at year-end - up 1.0%. Net assets (after liabilities) closed the year at $10M, with reported net income of $99K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years Haier US Appliance Solutions, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $10M to $10M, a gain of 5.1%, while reported participants moved from 402 to 366 (-9.0%). The strongest year on file by total sponsor assets was 2024 at $10M; the softest was 2022 at $10M. Year-by-year, sponsor-wide filings show: 2022 - $10M in assets across 1 plan covering 402 participants; 2023 - $10M in assets across 1 plan covering 377 participants; 2024 - $10M in assets across 1 plan covering 366 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Monogram Refrigeration, LLC Employee Savings and Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2024)

Total Assets (Beginning of Year)$10M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$99K
Plan Type401(k)
Employer EIN203820289
Plan Effective Date2006-01-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Haier US Appliance Solutions, Inc.)

Year Plans Participants Total Assets
2022 1 402 $10M
2023 1 377 $10M
2024 1 366 $10M

Nearby 401(k) Plans in Tennessee

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

Frequently Asked Questions

How much money is in the Monogram Refrigeration, LLC Employee Savings and Retirement Plan?
As of the 2024 Form 5500 filing, Monogram Refrigeration, LLC Employee Savings and Retirement Plan holds $10M in total assets with 366 participants. It is sponsored by Haier US Appliance Solutions, Inc..
What type of plan is Monogram Refrigeration, LLC Employee Savings and Retirement Plan?
Monogram Refrigeration, LLC Employee Savings and Retirement Plan is a 401(k) plan. It has been effective since 2006-01-29. The plan is filed with the U.S. Department of Labor under EIN 203820289.
Who sponsors the Monogram Refrigeration, LLC Employee Savings and Retirement Plan?
Monogram Refrigeration, LLC Employee Savings and Retirement Plan is sponsored by Haier US Appliance Solutions, Inc., located in Tennessee. The sponsor's EIN is 203820289 and the plan operates in the Manufacturing industry.
How did Monogram Refrigeration, LLC Employee Savings and Retirement Plan perform in 2024?
Monogram Refrigeration, LLC Employee Savings and Retirement Plan held essentially flat - up 1.0% during 2024, moving from $10M to $10M in total assets. Net income was $99K.

What this filing means

Ways to act on Monogram Refrigeration, LLC Employee Savings and Retirement Plan's numbers.

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 203820289.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.