401(k) · DOL Form 5500 · 2024

Monti, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
335
Participants Below avg headcount
76th
Percentile by assets National rank
$81,160
Avg per participant Below avg balance/head
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Official DOL plan name: Monti, Inc. Savings and Incentive Plan & Trust · Sponsored by Monti, Inc. · Ohio · Manufacturing

$27M in assets, 335 participants

Monti, Inc.'s Monti, Inc. Savings and Incentive Plan & Trust reported $27M in total assets and 335 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,854 in Manufacturing (17,777 peers)

Coverage in Ohio

Monti, Inc. Savings and Incentive Plan & Trust covers 335 participants in Ohio, about 44% of the average Ohio filer (state average ~765 per filing). Assets: $27M.

#11,854
in Manufacturing (17,777 peers)
+18.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Monti, Inc. Savings and Incentive Plan & Trust's outsized position by total assets

Monti, Inc. Savings and Incentive Plan & Trust vs every filed plan by assets

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

$27,188,662 Top 24% higher than 76% 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

Monti, Inc. Savings and Incentive Plan & Trust 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. Monti, Inc. Savings and Incentive Plan & Trust sits mid-pack in the medium band (335 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Monti, Inc. Savings and Incentive Plan & Trust end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Monti, Inc. Savings and Incentive Plan & Trust reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Monti, Inc. Savings and Incentive Plan & Trust reported participants rose from 287 in the plan year 2023 filing to 335 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 310811428 · Monti, Inc. PY 2024 · 401(k)

Monti, Inc. Savings and Incentive Plan & Trust · $27M · 335 · 76th

  • PCT $27M
  • PCT 335
  • PCT 76th
  • PCT 401(k)
  • PCT near Lakeside International Trucks, Inc. Retirement Plan
  • PCT ind #11854

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 Manufacturing retirement plans → · Plans in Ohio →

Monti, Inc. Savings and Incentive Plan & Trust in the asset neighbourhood

Monti, Inc. Savings and Incentive Plan & TrustMonti, Inc. Savings and Ince…$27MLakeside International Trucks, Inc. Retirement PlanLakeside International Truck…$27MIq Solutions, Inc. 401(k) Profit Sharing PlanIq Solutions, Inc. 401(k) Pr…$27MDexis Consulting Group 401(k) PlanDexis Consulting Group 401(k…$27MExecutive Construction Inc 401(k) Savings PlanExecutive Construction Inc 4…$27M
End-of-year total assets ($M) among Monti, Inc. Savings and Incentive Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN310811428
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monti, Inc.)

Sponsor-wide plan assets over time

All Monti, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 52.917814356624135% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.8M $27.2M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 291 $18M
2023 1 287 $23M
2024 1 335 $27M

Nearby 401(k) Plans in Ohio

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

Monti, Inc. Savings and Incentive Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Monti, Inc. Savings and Incentive Plan & Trust, Total assets ($B): 0.027188662 · Participants: 335Monti, Inc. Savings and Incentive Plan & TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Monti, Inc. Savings and Incentive Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Monti, Inc. Savings and Incentive Plan & Trust side-by-side with 3 peers →

Monti, Inc. Savings and Incentive Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Lakeside International Trucks, Inc. Retirement Plan in WI ($27M); by covered participants it is Enstar (US) Inc. 401(k) Plan in FL (335 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (335 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 Monti, Inc. Savings and Incentive Plan & Trust assets move in 2024? ▼
Monti, Inc. Savings and Incentive Plan & Trust grew sharply - up 18.6% during 2024, from $23M to $27M. Reported net income was $4M.
How have Monti, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monti, Inc.'s sponsor-wide assets grew 52.9%, from $18M to $27M.
Where does Monti, Inc. Savings and Incentive Plan & Trust rank by assets among Form 5500 filers? ▼
Monti, Inc. Savings and Incentive Plan & Trust ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Monti, Inc. Savings and Incentive Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lakeside International Trucks, Inc. Retirement Plan in WI ($27M, 331 participants).
Which 401(k) plans cover a similar participant headcount to Monti, Inc. Savings and Incentive Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Enstar (US) Inc. 401(k) Plan in FL (335 participants, $134M 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 310811428.

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.