401(k) · DOL Form 5500 · 2024

Franklin Monroe Administrative Services, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 104
Participants Small participant base: 70th
Percentile by assets National rank: $187,064
Avg per participant Above avg balance/head

Official DOL plan name: Franklin Monroe Retirement Savings Plan · Sponsored by Franklin Monroe Administrative Services, LLC · Illinois · Professional & Technical Services

$19M in assets, 104 participants

Franklin Monroe Administrative Services, LLC's Franklin Monroe Retirement Savings Plan reported $19M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

#13,907 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Franklin Monroe Retirement Savings Plan covers 104 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $19M.

#13,907
in Professional & Technical Services (20,173 peers): +33.8%
assets growth YoY

Franklin Monroe Retirement Savings Plan's outsized position by total assets

Franklin Monroe Retirement Savings Plan vs every filed plan by assets

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

$19,454,621 Top 30% higher than 70% 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

Franklin Monroe Retirement Savings Plan 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. Franklin Monroe Retirement Savings Plan sits mid-pack in the medium band (104 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

EBSA filing schedule strip

Filing strip 461622029 · Franklin Monroe Administrative Services, LLC PY 2024 · 401(k)

Franklin Monroe Retirement Savings Plan · $19M · 104 · 70th

TYPE $19M
NET 104
BOOK 70th
VS-ST 401(k)
BOY near Dacotah Paper Company Employees Profit Sharing Plan
SCH ind #13907

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 →

End-of-year total assets ($M) among Franklin Monroe Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$19M
Net Income	$5M
Employer EIN	461622029
Plan Effective Date	2018-05-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Franklin Monroe Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Franklin Monroe Retirement Savings Plan side-by-side with 3 peers →

Franklin Monroe Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Dacotah Paper Company Employees Profit Sharing Plan in ND ($19M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Dacotah Paper Company Employees Profit Sharing Plan (ND) $19M · 174
Cibt 401(k) Retirement Savings Plan (DC) $19M · 393
Journey Mental Health Center Inc 403b Plan (WI) $19M · 466
Calbag Metals Company Profit Sharing Plan (OR) $19M · 294

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

Ahold Ecommerce Sales Company 401(k) Plan (NJ) 104 · 0 off
Mossberg & Company, Inc. Employees' Profit Sharing Plan and Trust (IN) 104 · 0 off
Latter & Blum Holding, LLC 401(k) Plan (LA) 104 · 0 off
Cfe Group 401(k) Plan (VA) 104 · 0 off

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 Franklin Monroe Retirement Savings Plan assets move in 2024? ▼

Franklin Monroe Retirement Savings Plan surged - up 33.8% during 2024, from $15M to $19M. Reported net income was $5M.

Which 401(k) plans are similar in size to Franklin Monroe Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Dacotah Paper Company Employees Profit Sharing Plan in ND ($19M, 174 participants).

Which 401(k) plans cover a similar participant headcount to Franklin Monroe Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants, N/A 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 461622029.