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Connecticut › Manufacturing › 250 to 499 participants

Form 5500 statement · plan year 1 Jul 2024 to 30 Jun 2025

Acme Monaco Corporation 401(k) Profit Sharing Plan

Sponsored by Acme Monaco Corporation, New Britain, CT

401(k) planautomatic enrollment

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$10.7Mnet assets, end of plan year+2% on the year
259participants190 active
$41,493net assets per participantsame-size median $48,746
$474employer contributions per active participantsame-size median $2,017

Acme Monaco Corporation of New Britain, Connecticut sponsors Acme Monaco Corporation 401(k) Profit Sharing Plan, a 401(k) plan. Its Form 5500 for the plan year ending 30 Jun 2025 shows 259 participants (190 active) and $10.7M in net assets.

Net assets came to $41,493 per participant, below the $48,746 median for defined contribution plans with 250 to 499 participants and well below the $62,303 median for defined contribution plans in manufacturing. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

The employer contributed $90K during the year, or $474 per active participant against a same-size median of $2,017; participants contributed $616K and $182K arrived as rollovers and other contributions. Benefits paid out totalled $1.7M.

Schedule C lists 2 service provider organisations paid $5,000 or more, with reported compensation of $30K: $114 per participant, below the same-size median of $141. Administrative expenses charged to the plan were $17K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $6.4M in 2009 to $10.7M in 2024 (up 67%), and participants from 179 to 259 (up 45%).

The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DC plans
Net assets per participant$41,493$48,746$62,303$53,102
Employer contributions per active participant$474$2,017$2,187$2,175
Schedule C compensation per participant$114$141$136$123
Schedule C compensation, share of net assets0.28%0.30%0.24%0.26%
Administrative expenses per participant$63.99$133$131$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 250 to 499 participants (17,456 plans), manufacturing (11,377) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2009: $6.4M2010: $7.3M2011: $7.3M2012: $6.1M2013: $7.1M2014: $6.9M2015: $6.6M2016: $7.5M2017: $8.3M2018: $7.7M2019: $7.6M2020: $9.5M2021: $8.3M2022: $9.3M2023: $10.5M2024: $10.7M$6.4M$10.7M20092012201620202024
Net assets at year end
2009: 1792010: 1522011: 1962012: 2272013: 2082014: 2192015: 1982016: 1942017: 2022018: 1972019: 1982020: 1842021: 1932022: 2022023: 2072024: 25917925920092012201620202024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2024259$10.7M$41,494$90K$616K$30K
2023207$10.5M$50,865$150K$600K$32K
2022202$9.3M$45,842$180K$551K$17K
2021193$8.3M$43,109$80K$529K$44K
2020184$9.5M$51,516—$471K$27K
2019198$7.6M$38,217$50K$483K$28K
2018197$7.7M$39,127$50K$443K$30K
2017202$8.3M$41,203$86K$418K$28K
2016194$7.5M$38,619—$383K$24K
2015198$6.6M$33,495—$366K$25K
2014219$6.9M$31,320—$350K$24K
2013208$7.1M$34,183$75K$313K$21K
2012227$6.1M$27,018$50K$283K$17K
2011196$7.3M$37,112$50K$301K$11K
2010152$7.3M$48,079$50K$282K$27K
2009179$6.4M$35,972$50K$250K$41K

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$10,529,459
  • Employer contributions$90,000
  • Participant contributions$615,605
  • Rollovers and other contributions$182,164
  • Total contributions$887,769
  • Total income, including investment results$1,934,375
  • Benefits paid$1,699,925
  • Administrative expenses$16,574
  • Total expenses$1,717,171
  • Net income$217,204
  • Net transfers$0
  • Net assets, end of year$10,746,663

Participants

  • Active participants190
  • Retired or separated, receiving benefits8
  • Retired or separated, entitled to future benefits58
  • Participants with account balances216
  • Total participants, end of year259

Fees and service providers

$30KSchedule C compensation to organisations$17K direct · $13K indirect
$114per participantsame-size median $141
0.28%of net assetssame-size median 0.30%
$17Kadministrative expenses charged to the plan$63.99 per participant
OrganisationServices reportedDirectIndirect
Empower Annuity Insurance Company ORecordkeeping fees$16,574$0
RBC Capital Markets LLCOther commissions$0$13,066

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Recordkeeping fees$16,574
  • Total administrative expenses$16,574

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Pooled separate accounts$4.4M · 41.4%
  • Registered investment companies (mutual funds)$4.3M · 40.0%
  • Insurance company general account$1.7M · 16.2%
  • Participant loans$259K · 2.4%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Accounting firmCliftonLarsonAllen LLP
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $500,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2HPartial participant-directed account plan
  • 2JCode section 401(k) feature
  • 2S401(k) plan or 403(b) plan that provides for automatic enrollment
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 332610: Spring & Wire Product Mfg.

Similar plans in Connecticut

PlanSponsorParticipantsNet assetsPer participant
United Concrete Products, Inc. 401(k) Profit Sharing Plan and TrustUnited Concrete Products, Inc.263$9.9M$37,691
Microbest, Inc. 401(k) Profit Sharing PlanMicrobest, Inc.257$9.1M$35,237
Pta Corporation Employee Stock Ownership PlanPta Corporation265$13.4M$50,525
Massachusetts Container Corporation and Connecticut Container Corporation 401(k) PlanConnecticut Container Corporation256$15.9M$62,186
K & H Group, Inc. 401(k) Profit Sharing PlanConnecticut Container Corporation266$14.4M$54,099
Polamer Precision Inc. 401(k) Profit Sharing Plan & TrustPolamer Precision Inc.255$8.9M$34,784

Defined contribution plans in manufacturing closest in size.

Questions and answers

How big is Acme Monaco Corporation 401(k) Profit Sharing Plan?

259 participants at the end of the plan year ending 30 Jun 2025, of whom 190 were active employees, with net assets of $10,746,663. Among defined contribution plans that places it in the 250 to 499 participants band, which held 17,456 plans in plan year 2024.

What does Acme Monaco Corporation contribute per participant?

The filing reports $90,000 in employer contributions for the year, which is $474 per active participant; the median for plans of the same type and size was $2,017 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports $29,640 in compensation to service provider organisations, $114 per participant or 0.28% of net assets. The same-size median among plans reporting any Schedule C compensation was $141 per participant. Administrative expenses on Schedule H were $16,574. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Acme Monaco Corporation. Recordkeeping or administration: Empower Annuity Insurance Company O. The financial statements were audited by CliftonLarsonAllen LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jul 2024 to 30 Jun 2025, received by the Department of Labor on 16 Jan 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 06-0703533, plan 001, received 16 Jan 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.