Profit Sharing · DOL Form 5500 · 2024

West Monroe Partners, Inc. Profit Sharing Plan

Data updated 2026-07-24

$56M
Total assets: 1,180
Participants: 85th
Percentile by assets: $47,602
Avg per participant

Official DOL plan name: West Monroe Partners, Inc. Frozen Capital Accumulation Plan · Sponsored by West Monroe Partners, Inc. · Illinois · Professional & Technical Services

$56M in assets, 1,180 participants

West Monroe Partners, Inc.'s West Monroe Partners, Inc. Frozen Capital Accumulation Plan reported $56M in total assets and 1,180 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

85th percentile by assets (of 116,472 plans)

Where West Monroe Partners, Inc. Frozen Capital Accumulation Plan sits by assets

West Monroe Partners, Inc. Frozen Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $56M for 1,180 participants (~$47,602/participant), up 4.9% in 2024.

$56M
total plan assets (2024 EOY): 1,180
covered participants: 85th
percentile by assets (of 116,472 plans): $47,602
avg assets per participant

West Monroe Partners, Inc. Frozen Capital Accumulation Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
West Monroe Partners, Inc. Frozen Capital Accumulation Plan end-of-year assets rose from $54M in the plan year 2023 filing to $56M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Illinois

Industry

Professional & Technical Services

West Monroe Partners, Inc. Frozen Capital Accumulation Plan vs the 2024 asset distribution

By assets, West Monroe Partners, Inc. Frozen Capital Accumulation Plan outranks 85% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$54M
Net Assets (End of Year)	$56M
Net Income	$3M
Employer EIN	461586202
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (West Monroe Partners, Inc.)

Total plan assets by year, all West Monroe Partners, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	3,204	$793M
2023	2	3,502	$747M
2024	2	3,187	$783M

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

West Monroe Partners, Inc. Frozen Capital Accumulation Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants

W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
Midwest Operating Engineers Retirement Enhancement $758M · 16,506
Structural Iron Workers Local #1 Annuity Plan $444M · 3,530
Sidley Austin LLP Retirement Plan for Partners $435M · 638

Compare West Monroe Partners, Inc. Frozen Capita… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to West Monroe Partners, Inc. Frozen Capital Accumulation Plan by total assets, not by location.

Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan (LA) $56M · 78
Beloit Health System Matching & Employer Contribution Plan (WI) $56M · 1,573
Hydraflow Profit Sharing Plan (CA) $56M · 226
The Population Services International Retirement Plan (DC) $56M · 258

Frequently Asked Questions

How did West Monroe Partners, Inc. Frozen Capital Accumulation Plan assets move in 2024? ▼

West Monroe Partners, Inc. Frozen Capital Accumulation Plan edged up modestly - up 4.9% during 2024, from $54M to $56M. Reported net income was $3M.

How have West Monroe Partners, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), West Monroe Partners, Inc.'s sponsor-wide assets declined 1.3%, from $793M to $783M.

Where does West Monroe Partners, Inc. Frozen Capital Accumulation Plan rank by assets among Form 5500 filers? ▼

West Monroe Partners, Inc. Frozen Capital Accumulation Plan ranks in the 85th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to West Monroe Partners, Inc. Frozen Capital Accumulation Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan in LA ($56M, 78 participants).

Next read for West Monroe Partners, Inc. Frozen Capita…

Scale reading

Ways to act on West Monroe Partners, Inc. Frozen Capital Accumulation Plan's numbers.

By total assets, West Monroe Partners, Inc. Frozen Capital Accumulation Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
West Monroe Partners, Inc.'s sponsor-wide assets have declined 1.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 461586202.

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.