Other · DOL Form 5500 · 2022

Monarch School of New England Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
114
Participants Small participant base
37th
Percentile by assets National rank
$21,018
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Monarch School 403(b) Retirement Plan · Sponsored by Monarch School of New England · New Hampshire · Educational Services

$2M in assets, 114 participants

Monarch School of New England's Monarch School 403(b) Retirement Plan reported $2M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,001 in Educational Services (4,024 peers)

Coverage in New Hampshire

Monarch School 403(b) Retirement Plan covers 114 participants in New Hampshire, about 38% of the average New Hampshire filer (state average ~301 per filing). Assets: $2M.

#1,001
in Educational Services (4,024 peers)
-21.4%
assets change YoY

The plan reported a net loss of $651K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monarch School 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Monarch School 403(b) Retirement Plan vs every filed plan by assets

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

$2,396,088 37th percentile higher than 37% 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 School 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monarch School 403(b) Retirement Plan sits mid-pack in the medium band (114 participants).

Plan-year Form 5500 strip

Filing strip 020315196 · Monarch School of New England PY 2022 · Other

Monarch School 403(b) Retirement Plan · $2M · 114 · 37th

  • VS-ST $2M
  • VS-ST 114
  • VS-ST 37th
  • VS-ST Other
  • VS-ST near Zamorano Escuela Agricola
  • VS-ST ind #1001

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 Educational Services retirement plans → · Plans in New Hampshire →

Monarch School 403(b) Retirement Plan in the asset neighbourhood

Monarch School 403(b) Retirement PlanMonarch School 403(b) Retire…$2MJewish Primary Day School of the Nation's Capital 403(b) DC PlanJewish Primary Day School of…$2MLong Island Select Healthcare Retirement PlanLong Island Select Healthcar…$2MAlaska Childrens Services Inc. 403b Tax Sheltered Annuity PlanAlaska Childrens Services In…$2MZamorano Escuela Agricola$2M
End-of-year total assets ($M) among Monarch School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New Hampshire filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$651K
Employer EIN020315196
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Hampshire

Peer Other plans, same state, same plan type, ranked by total assets.

Monarch School 403(b) Retirement Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Monarch School 403(b) Retirement Plan, Total assets ($M): 2.396088 · Participants: 114Monarch School 403(b) Retirement PlanDartmouth-Hitchcock Employee Investment Plan, Total assets ($M): 971.497026 · Participants: 10713Dartmouth-Hitchcock Employee Investment PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($M): 848.987653 · Participants: 3980Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($M): 340.679016 · Participants: 4670Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($M): 328.833809 · Participants: 77403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($M): 241.794072 · Participants: 2558Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
Monarch School 403(b) Retirement Plan vs. nearby Other plans in New Hampshire, assets vs. participants
Compare Monarch School 403(b) Retirement Plan side-by-side with 3 peers →

Monarch School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Hampshire, the nearest Other by assets is Zamorano Escuela Agricola in ($2M); by covered participants it is Delphi Schools, Inc. 403(b) Plan in OR (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.

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 School 403(b) Retirement Plan assets move in 2022? ▼
Monarch School 403(b) Retirement Plan declined sharply - down 21.4% during 2022, from $3M to $2M. Reported net income was -$651K.
Which Other plans are similar in size to Monarch School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Zamorano Escuela Agricola in ($2M, 13 participants).
Which Other plans cover a similar participant headcount to Monarch School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Delphi Schools, Inc. 403(b) Plan in OR (114 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 020315196.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.