401(k) · DOL Form 5500 · 2024

Monogram Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
3,254
Participants Above avg headcount
87th
Percentile by assets National rank
$19,232
Avg per participant Low balance/head
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Official DOL plan name: Monogram Food Solutions 401(k) Plan · Sponsored by Monogram Management Services, Inc. · Tennessee · Food Services & Accommodation

$63M in assets, 3,254 participants

Monogram Management Services, Inc.'s Monogram Food Solutions 401(k) Plan reported $63M in total assets and 3,254 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,538 in Food Services & Accommodation (3,672 peers)

Coverage in Tennessee

Monogram Food Solutions 401(k) Plan covers 3,254 participants in Tennessee, 2.9x the typical Tennessee plan (state average ~1,126 per filing). Assets: $63M.

#3,538
in Food Services & Accommodation (3,672 peers)
+19.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Monogram Food Solutions 401(k) Plan's outsized position by total assets

Monogram Food Solutions 401(k) Plan vs every filed plan by assets

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

$62,581,305 Top 13% higher than 87% 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 Food Solutions 401(k) 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. Monogram Food Solutions 401(k) Plan lands in the large band (3,254 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Monogram Food Solutions 401(k) Plan end-of-year assets rose from $52M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Monogram Food Solutions 401(k) Plan reported participants rose from 3,039 in the plan year 2023 filing to 3,254 in the plan year 2024 filing.
  • Monogram Food Solutions 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 453115232 · Monogram Management Services, Inc. PY 2024 · 401(k)

Monogram Food Solutions 401(k) Plan · $63M · 3,254 · 87th

  • VS-ST $63M
  • VS-ST 3,254
  • VS-ST 87th
  • VS-ST 401(k)
  • VS-ST near Mall of America Employee Retirement Savings Plan
  • VS-ST ind #3538

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 Food Services & Accommodation retirement plans → · Plans in Tennessee →

Monogram Food Solutions 401(k) Plan in the asset neighbourhood

Mall of America Employee Retirement Savings PlanMall of America Employee Ret…$63MMonogram Food Solutions 401(k) PlanMonogram Food Solutions 401(…$63MLeader Bank 401(k) Plan$63MPep Smart National Pooled Employer PlanPep Smart National Pooled Em…$63MJohn Staurulakis LLC Cash or Deferred Arrangement Profit Sharing PlanJohn Staurulakis LLC Cash or…$63M
End-of-year total assets ($M) among Monogram Food Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$63M
Net Income$10M
Employer EIN453115232
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monogram Management Services, Inc.)

Sponsor-wide plan assets over time

All Monogram Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 49.63755255168192% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $41.8M $62.6M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 2,376 $42M
2023 1 3,039 $52M
2024 1 3,254 $63M

Nearby 401(k) Plans in Tennessee

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

Monogram Food Solutions 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Monogram Food Solutions 401(k) Plan, Total assets ($B): 0.062581305 · Participants: 3254Monogram Food Solutions 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 Food Solutions 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Monogram Food Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Mall of America Employee Retirement Savings Plan in MN ($63M); by covered participants it is Allied Universal Cbu 401(k) Plan in CA (3,255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,254 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 Food Solutions 401(k) Plan assets move in 2024?
Monogram Food Solutions 401(k) Plan grew sharply - up 19.5% during 2024, from $52M to $63M. Reported net income was $10M.
How have Monogram Management Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Monogram Management Services, Inc.'s sponsor-wide assets grew 49.6%, from $42M to $63M.
Where does Monogram Food Solutions 401(k) Plan rank by assets among Form 5500 filers?
Monogram Food Solutions 401(k) Plan ranks in the 87th 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 Monogram Food Solutions 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Mall of America Employee Retirement Savings Plan in MN ($63M, 1,170 participants).
Which 401(k) plans cover a similar participant headcount to Monogram Food Solutions 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Allied Universal Cbu 401(k) Plan in CA (3,255 participants, $19M in assets).