401(k) · DOL Form 5500 · 2024

Monogram Health, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
652
Participants Below avg headcount
64th
Percentile by assets National rank
$22,817
Avg per participant Low balance/head
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Official DOL plan name: Monogram Health, Inc. 401(k) Plan · Sponsored by Monogram Health, Inc. · Tennessee · Healthcare & Social Assistance

$15M in assets, 652 participants

Monogram Health, Inc.'s Monogram Health, Inc. 401(k) Plan reported $15M in total assets and 652 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #11,710 in Healthcare & Social Assistance (16,916 peers)

Monogram Health, Inc. multi-year trail

Monogram Health, Inc.'s plans moved +131.7% in assets from 2023 to 2024; this filing shows Monogram Health, Inc. 401(k) Plan at $15M / 652 participants.

#11,710
in Healthcare & Social Assistance (16,916 peers)
+131.7%
assets growth YoY

Monogram Health, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Monogram Health, Inc. 401(k) Plan vs every filed plan by assets

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

$14,876,770 Top 36% higher than 64% 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 Health, Inc. 401(k) 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. Monogram Health, Inc. 401(k) Plan sits mid-pack in the medium band (652 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Monogram Health, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Monogram Health, Inc. 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Monogram Health, Inc. 401(k) Plan reported participants fell from 887 in the plan year 2023 filing to 652 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 833175157 · Monogram Health, Inc. PY 2024 · 401(k)

Monogram Health, Inc. 401(k) Plan · $15M · 652 · 64th

  • EBSA $15M
  • PART 652
  • TYPE 64th
  • NET 401(k)
  • BOOK near Marquez Brothers International, Inc. and Affiliates 401(k) Plan
  • VS-ST ind #11710

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Monogram Health, Inc. 401(k) Plan in the asset neighbourhood

Monogram Health, Inc. 401(k) PlanMonogram Health, Inc. 401(k)…$15MMarquez Brothers International, Inc. and Affiliates 401(k) PlanMarquez Brothers Internation…$15MThe German Marshall Fund of the United States 401(k) Retirement PlanThe German Marshall Fund of …$15MJohnson Engineering, LLC Employee 401(k) Profit Sharing PlanJohnson Engineering, LLC Emp…$15MCredible 401(k) Plan$15M
End-of-year total assets ($M) among Monogram Health, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Monogram Health, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Monogram Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 131.68406880704296% vs 2023
2024 filing year
$5M$10M$15M$20M 20232024 $6.42M $14.9M ▲ +131.8%
Year Plans Participants Total Assets
2023 1 887 $6M
2024 1 652 $15M

Monogram Health, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$15M
Net Income$8M
Employer EIN833175157
Plan Effective Date2023-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Monogram Health, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Monogram Health, Inc. 401(k) Plan, Total assets ($B): 0.01487677 · Participants: 652Monogram Health, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Monogram Health, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Monogram Health, Inc. 401(k) Plan side-by-side with 3 peers →

Monogram Health, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Marquez Brothers International, Inc. and Affiliates 401(k) Plan in CA ($15M); by covered participants it is D. Shelly Group, Inc. 401(k) Retirement Savings Plan in CA (652 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (652 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 Health, Inc. 401(k) Plan assets move in 2024? ▼
Monogram Health, Inc. 401(k) Plan surged - up 131.7% during 2024, from $6M to $15M. Reported net income was $8M.
How have Monogram Health, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Monogram Health, Inc.'s sponsor-wide assets grew 131.7%, from $6M to $15M.
Which 401(k) plans are similar in size to Monogram Health, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marquez Brothers International, Inc. and Affiliates 401(k) Plan in CA ($15M, 405 participants).
Which 401(k) plans cover a similar participant headcount to Monogram Health, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D. Shelly Group, Inc. 401(k) Retirement Savings Plan in CA (652 participants, $28M 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 833175157.

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.