401(k) · DOL Form 5500 · 2022

Monroe Capital LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
155
Participants Small participant base
79th
Percentile by assets National rank
$144,970
Avg per participant Above avg balance/head
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Official DOL plan name: Monroe Capital LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Monroe Capital LLC · Illinois · Other Services

$22M in assets, 155 participants

Monroe Capital LLC's Monroe Capital LLC 401(k) Profit Sharing Plan and Trust reported $22M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,476 in Other Services (8,398 peers)

Coverage in Illinois

Monroe Capital LLC 401(k) Profit Sharing Plan and Trust covers 155 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $22M.

#7,476
in Other Services (8,398 peers)
-5.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monroe Capital LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Monroe Capital LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$22,470,294 Top 21% higher than 79% 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

Monroe Capital LLC 401(k) Profit Sharing Plan and Trust 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. Monroe Capital LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (155 participants).

Plan-year Form 5500 strip

Filing strip 201790541 · Monroe Capital LLC PY 2022 · 401(k)

Monroe Capital LLC 401(k) Profit Sharing Plan and Trust · $22M · 155 · 79th

  • PART $22M
  • TYPE 155
  • NET 79th
  • BOOK 401(k)
  • VS-ST near Utah Manufacturers Association 401(k) Profit Sharing Multiple Employer Plan
  • BOY ind #7476

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 Other Services retirement plans → · Plans in Illinois →

Monroe Capital LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Monroe Capital LLC 401(k) Profit Sharing Plan and TrustMonroe Capital LLC 401(k) Pr…$22MUtah Manufacturers Association 401(k) Profit Sharing Multiple Employer PlanUtah Manufacturers Associati…$22MJse 401(k) Plan$22MMatrix New World Engineering, Land Surveying and Landscape Architecture, P.C. 401(k) PlanMatrix New World Engineering…$22MThe Reinvestment Fund 401(k) PlanThe Reinvestment Fund 401(k)…$22M
End-of-year total assets ($M) among Monroe Capital LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$22M
Net Income-$1M
Employer EIN201790541
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monroe Capital LLC)

Sponsor-wide plan assets over time

All Monroe Capital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 84.21075398479432% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $22.5M $41.4M ▲ +84.2%
Year Plans Participants Total Assets
2022 1 155 $22M
2023 1 199 $31M
2024 1 213 $41M

Nearby 401(k) Plans in Illinois

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

Monroe Capital LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Monroe Capital LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.022470294 · Participants: 155Monroe Capital LLC 401(k) Profit Sharing Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Monroe Capital LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Monroe Capital LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Monroe Capital LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Utah Manufacturers Association 401(k) Profit Sharing Multiple Employer Plan in UT ($22M); by covered participants it is Convention and Cultural Services, Inc. 401(k) Plan in TX (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Monroe Capital LLC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Monroe Capital LLC 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 5.4% during 2022, from $24M to $22M. Reported net income was -$1M.
How have Monroe Capital LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monroe Capital LLC's sponsor-wide assets grew 84.2%, from $22M to $41M.
Where does Monroe Capital LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Monroe Capital LLC 401(k) Profit Sharing Plan and Trust ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Monroe Capital LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Utah Manufacturers Association 401(k) Profit Sharing Multiple Employer Plan in UT ($22M, 809 participants).
Which 401(k) plans cover a similar participant headcount to Monroe Capital LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Convention and Cultural Services, Inc. 401(k) Plan in TX (155 participants, N/A 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 201790541.

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.