401(k) · DOL Form 5500 · 2022

Monarch Lathes L.P. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
15
Participants Small participant base
44th
Percentile by assets National rank
$240,705
Avg per participant Above avg balance/head
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Official DOL plan name: Monarch Lathes 401(k) Plan · Sponsored by Monarch Lathes L.P. · Ohio · Manufacturing

$4M in assets, 15 participants

Monarch Lathes L.P.'s Monarch Lathes 401(k) Plan reported $4M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,607 in Manufacturing (20,602 peers)

Monarch Lathes L.P. multi-year trail

Monarch Lathes L.P.'s plans moved +32.6% in assets from 2022 to 2024; this filing shows Monarch Lathes 401(k) Plan at $4M / 15 participants.

#5,607
in Manufacturing (20,602 peers)
-14.8%
assets change YoY

The plan reported a net loss of $626K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monarch Lathes 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Monarch Lathes 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,610,582 44th percentile higher than 44% of 139,123 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 2022

Monarch Lathes 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monarch Lathes 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 311544352 · Monarch Lathes L.P. PY 2022 · 401(k)

Monarch Lathes 401(k) Plan · $4M · 15 · 44th

  • ASSETS $4M
  • ASSETS 15
  • ASSETS 44th
  • ASSETS 401(k)
  • ASSETS near Liquid Energy Pipeline Association 401 (K) Plan
  • ASSETS ind #5607

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 Manufacturing retirement plans → · Plans in Ohio →

Monarch Lathes 401(k) Plan in the asset neighbourhood

Monarch Lathes 401(k) Plan$4MLiquid Energy Pipeline Association 401 (K) PlanLiquid Energy Pipeline Assoc…$4MCtm Financial Services 401(k) Profit Sharing PlanCtm Financial Services 401(k…$4MSummit Industrial Construction, LLC Profit Sharing 401(k) PlanSummit Industrial Constructi…$4MEmployee Benefit Plan of the Lord's Place, Inc.Employee Benefit Plan of the…$4M
End-of-year total assets ($M) among Monarch Lathes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Monarch Lathes L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Monarch Lathes L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 32.63213520701095% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.61M $4.79M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 15 $4M
2023 1 14 $4M
2024 1 15 $5M

Monarch Lathes L.P. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$626K
Employer EIN311544352
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Monarch Lathes 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Monarch Lathes 401(k) Plan, Total assets ($B): 0.003610582 · Participants: 15Monarch Lathes 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Monarch Lathes 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Monarch Lathes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Liquid Energy Pipeline Association 401 (K) Plan in DC ($4M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Monarch Lathes 401(k) Plan assets move in 2022?
Monarch Lathes 401(k) Plan pulled back noticeably - down 14.8% during 2022, from $4M to $4M. Reported net income was -$626K.
How have Monarch Lathes L.P. plan assets changed over time?
Across 3 plan years on file (2022-2024), Monarch Lathes L.P.'s sponsor-wide assets grew 32.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Monarch Lathes 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Liquid Energy Pipeline Association 401 (K) Plan in DC ($4M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Monarch Lathes 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants, $526K in assets).