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
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
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.
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
Tennessee filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $10M |
| Employer EIN | 453115232 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING 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
| 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.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Mall of America Employee Retirement Savings Plan (MN) $63M · 1,170
- Leader Bank 401(k) Plan (MA) $63M · 372
- Pep Smart National Pooled Employer Plan (NJ) $63M · 3,267
- John Staurulakis LLC Cash or Deferred Arrangement Profit Sharing Plan (MD) $63M · 497
Similar participant headcount
Nearest other-state filings by covered participants (3,254 participants); asset peers above are excluded.
- Allied Universal Cbu 401(k) Plan (CA) 3,255 · 1 off
- Atw Retirement Savings Plan (TX) 3,255 · 1 off
- Savage Companies Retirement & Employee Savings Plan (UT) 3,252 · 2 off
- Natera 401(k) Plan (CA) 3,256 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.