401(k) · DOL Form 5500 · 2022
Monarch Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 38
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $974,622
- Avg per participant High balance/head
Official DOL plan name: Monarch Life Insurance Company Savings Plan · Sponsored by Monarch Life Insurance Company · Massachusetts · Finance & Insurance
$37M in assets, 38 participants
Monarch Life Insurance Company's Monarch Life Insurance Company Savings Plan reported $37M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #7,048 in Finance & Insurance (9,261 peers)
Where Monarch Life Insurance Company Savings Plan sits by assets
Monarch Life Insurance Company Savings Plan sits in the top quartile of all filed plans by assets, $37M for 38 participants (~$974,622/participant), down 18.3% in 2022.
- #7,048
- in Finance & Insurance (9,261 peers)
- -18.3%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Monarch Life Insurance Company Savings Plan's outsized position by total assets
Monarch Life Insurance Company Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$37,035,636 Top 15% higher than 85% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Monarch Life Insurance Company Savings 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 Life Insurance Company Savings Plan is a small filing (38 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 041630650 · Monarch Life Insurance Company PY 2022 · 401(k)
Monarch Life Insurance Company Savings Plan · $37M · 38 · 85th
- RANK $37M
- PHOTO 38
- IND 85th
- EOY 401(k)
- 5500 near Magic Software Participating Companies 401(k) Plan
- ASSETS ind #7048
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Monarch Life Insurance Company Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | -$8M |
| Employer EIN | 041630650 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monarch Life Insurance Company)
Sponsor-wide plan assets over time
All Monarch Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 3.5242273144708522% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $37M |
| 2023 | 1 | 37 | $40M |
| 2024 | 1 | 34 | $38M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Monarch Life Insurance Company Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Magic Software Participating Companies 401(k) Plan in PA ($37M); by covered participants it is Yarnell Electric 401(k) Plan in PA (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Magic Software Participating Companies 401(k) Plan (PA) $37M · 1,891
- Harsco Corporation Savings Plan (PA) $37M · 486
- Absolute Software, Inc. 401(k) Plan (TX) $37M · 128
- Avera Heart Hospital of South Dakota 401(k) Plan (SD) $37M · 522
Similar participant headcount
Nearest other-state filings by covered participants (38 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.