401(k) · DOL Form 5500 · 2024

Monte Nido & Affiliates 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
1,667
Participants Near avg headcount
71st
Percentile by assets National rank
$12,224
Avg per participant Low balance/head
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Official DOL plan name: Monte Nido Holdings 401(k) Retirement Plan · Sponsored by Monte Nido & Affiliates · Florida · Healthcare & Social Assistance

$20M in assets, 1,667 participants

Monte Nido & Affiliates's Monte Nido Holdings 401(k) Retirement Plan reported $20M in total assets and 1,667 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,691 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Monte Nido Holdings 401(k) Retirement Plan covers 1,667 participants in Florida, 2.7x the typical Florida plan (state average ~628 per filing). Assets: $20M.

#12,691
in Healthcare & Social Assistance (16,916 peers)
+25.5%
assets growth YoY

Monte Nido Holdings 401(k) Retirement Plan's outsized position by total assets

Monte Nido Holdings 401(k) Retirement Plan vs every filed plan by assets

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

$20,377,556 Top 29% higher than 71% 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

Monte Nido Holdings 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monte Nido Holdings 401(k) Retirement Plan lands in the large band (1,667 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Monte Nido Holdings 401(k) Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Monte Nido Holdings 401(k) Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Monte Nido Holdings 401(k) Retirement Plan reported participants fell from 1,742 in the plan year 2023 filing to 1,667 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 954552790 · Monte Nido & Affiliates PY 2024 · 401(k)

Monte Nido Holdings 401(k) Retirement Plan · $20M · 1,667 · 71st

  • BOY $20M
  • SCH 1,667
  • EBSA 71st
  • PART 401(k)
  • TYPE near Farmers National Bank Employee Profit Sharing & 401(k) Plan
  • NET ind #12691

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 Florida →

Monte Nido Holdings 401(k) Retirement Plan in the asset neighbourhood

Monte Nido Holdings 401(k) Retirement PlanMonte Nido Holdings 401(k) R…$20MFarmers National Bank Employee Profit Sharing & 401(k) PlanFarmers National Bank Employ…$20MSecurity Bank Ksop & Trust$20MWestmoreland Electric Services 401(k) Profit Sharing PlanWestmoreland Electric Servic…$20MWood & Huston Bancorporation, Inc. 401(k) PlanWood & Huston Bancorporation…$20M
End-of-year total assets ($M) among Monte Nido Holdings 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN954552790
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monte Nido & Affiliates)

Sponsor-wide plan assets over time

All Monte Nido & Affiliates plans reported in each filing year

Latest sponsor-wide plan assets
$20M 275.23263346570553% vs 2022
2024 filing year
$0M$5M$10M$15M$20M$25M 202220232024 $5.43M $20.4M ▲ +275.3%
Year Plans Participants Total Assets
2022 1 1,055 $5M
2023 1 1,742 $16M
2024 1 1,667 $20M

Nearby 401(k) Plans in Florida

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

Monte Nido Holdings 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Monte Nido Holdings 401(k) Retirement Plan, Total assets ($B): 0.020377556 · Participants: 1667Monte Nido Holdings 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Monte Nido Holdings 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Monte Nido Holdings 401(k) Retirement Plan side-by-side with 3 peers →

Monte Nido Holdings 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Farmers National Bank Employee Profit Sharing & 401(k) Plan in IL ($20M); by covered participants it is Lindt & Sprungli North America, Inc. and Russell Stover Chocolates, LLC 401(k) Plan in MO (1,667 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,667 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 Monte Nido Holdings 401(k) Retirement Plan assets move in 2024? ▼
Monte Nido Holdings 401(k) Retirement Plan grew sharply - up 25.5% during 2024, from $16M to $20M. Reported net income was $4M.
How have Monte Nido & Affiliates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monte Nido & Affiliates's sponsor-wide assets grew 275.2%, from $5M to $20M.
Which 401(k) plans are similar in size to Monte Nido Holdings 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Farmers National Bank Employee Profit Sharing & 401(k) Plan in IL ($20M, 52 participants).
Which 401(k) plans cover a similar participant headcount to Monte Nido Holdings 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lindt & Sprungli North America, Inc. and Russell Stover Chocolates, LLC 401(k) Plan in MO (1,667 participants, $90M 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 954552790.

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.