401(k) · DOL Form 5500 · 2024
Monte Sano Research Corporation 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 119
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $299,775
- Avg per participant High balance/head
Official DOL plan name: Monte Sano Research Corporation 401(k) Profit Sharing Plan · Sponsored by Monte Sano Research Corporation · Alabama · Professional & Technical Services
$36M in assets, 119 participants
Monte Sano Research Corporation's Monte Sano Research Corporation 401(k) Profit Sharing Plan reported $36M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #16,193 in Professional & Technical Services (20,173 peers)
Coverage in Alabama
Monte Sano Research Corporation 401(k) Profit Sharing Plan covers 119 participants in Alabama, about 33% of the average Alabama filer (state average ~360 per filing). Assets: $36M.
- #16,193
- in Professional & Technical Services (20,173 peers)
- +21.9%
- assets growth YoY
- 0.4×
- 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 2024 · DOL Form 5500
$35,673,266 Top 20% higher than 80% 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
Monte Sano Research Corporation 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 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 (119 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Monte Sano Research Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Monte Sano Research Corporation 401(k) Profit Sharing Plan reported participants rose from 107 in the plan year 2023 filing to 119 in the plan year 2024 filing.
- Monte Sano Research Corporation 401(k) Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 270649002 · Monte Sano Research Corporation PY 2024 · 401(k)
Monte Sano Research Corporation 401(k) Profit Sharing Plan · $36M · 119 · 80th
- PART $36M
- TYPE 119
- NET 80th
- BOOK 401(k)
- VS-ST near The Intralot USA 401(k) Plan
- BOY ind #16193
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
Alabama filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $6M |
| Employer EIN | 270649002 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING 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
| 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.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
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 The Intralot USA 401(k) Plan in GA ($36M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- The Intralot USA 401(k) Plan (GA) $36M · 604
- Magris Talc USA, Inc. 401(k) Plan (DE) $36M · 225
- Wausau Coated Products, Inc. 401(k) Plan (WI) $36M · 311
- Retail Wholesale and Department Store Union Staff Retirement Plan (NY) $36M · 101
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Culy Contracting LLC Retirement Savings Plan (IN) 119 · 0 off
- Solo Printing 401(k) Savings Plan (FL) 119 · 0 off
- Reach Unlimited 401(k) Retirement Plan (TX) 119 · 0 off
- Commerce Media Holdings 401(k) Plan (CA) 119 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.