Profit Sharing · DOL Form 5500 · 2024
West Monroe Partners, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 1,180
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $47,602
- Avg per participant Low balance/head
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.
- #17,404 in Professional & Technical Services (20,173 peers)
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.
- #17,404
- in Professional & Technical Services (20,173 peers)
- +4.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
West Monroe Partners, Inc. Frozen Capital Accumulation Plan's outsized position by total assets
West Monroe Partners, Inc. Frozen Capital Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$56,170,656 Top 15% higher than 85% 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
West Monroe Partners, Inc. Frozen Capital Accumulation 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. West Monroe Partners, Inc. Frozen Capital Accumulation Plan lands in the large band (1,180 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 461586202 · West Monroe Partners, Inc. PY 2024 · Profit Sharing
West Monroe Partners, Inc. Frozen Capital Accumulation Plan · $56M · 1,180 · 85th
- PHOTO $56M
- PHOTO 1,180
- PHOTO 85th
- PHOTO Profit Sharing
- PHOTO near Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan
- PHOTO ind #17404
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 Illinois →
West Monroe Partners, Inc. Frozen Capital Accumulation Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All West Monroe Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $783M 1.3088614441457889% vs 2022
- 2024 filing year
| 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.
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.4B · 16,059
West Monroe Partners, Inc. Frozen Capital Accumulation Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan in LA ($56M); by covered participants it is Northern Ohio Laborers' Profit Sharing Annuity Plan in OH (1,180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,180 participants); asset peers above are excluded.
- Northern Ohio Laborers' Profit Sharing Annuity Plan (OH) 1,180 · 0 off
- Bricklayers Supplemental Annuity Fund (NY) 1,181 · 1 off
- Sumitomo Electric Group 401(k) Plan (NY) 1,181 · 1 off
- Sun Behavioral Health, Inc. 401(k) Plan (NJ) 1,178 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.