401(k) · DOL Form 5500 · 2022
Monroe Energy, LLC 401(k) Plan
Data updated 2026-08-11
- $124M
- Total assets
- 484
- Participants
- 94th
- Percentile by assets
- $256,877
- Avg per participant
Official DOL plan name: Monroe Energy Retirement Plan · Sponsored by Monroe Energy, LLC · Pennsylvania · Manufacturing
$124M in assets, 484 participants
Monroe Energy, LLC's Monroe Energy Retirement Plan reported $124M in total assets and 484 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #18,642 in Manufacturing (20,602 peers)
Where Monroe Energy Retirement Plan sits by assets
Monroe Energy Retirement Plan sits in the top 10% of all filed plans by assets, $124M for 484 participants (~$256,877/participant), down 13.3% in 2022.
- $124M
- total plan assets (2022 EOY)
- 484
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $256,877
- avg assets per participant
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Monroe Energy Retirement Plan vs the 2022 asset distribution
By assets, Monroe Energy Retirement Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $143M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | -$19M |
| Employer EIN | 455201144 |
| Plan Effective Date | 2012-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monroe Energy, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 484 | $124M |
| 2023 | 1 | 509 | $157M |
| 2024 | 1 | 508 | $186M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Monroe Energy Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Monroe Energy Retirement Plan by total assets, not by location.
- Genesis Employer Contribution Plan (IA) $124M · 4,562
- Coborn's Incorporated Employees Profit Sharing 401(k) Plan (MN) $124M · 5,583
- Tforce Freight 401(k) Savings Plan (VA) $124M · 3,089
- Ducks Unlimited, Inc. 401(k) Plan (TN) $124M · 563
Frequently Asked Questions
How did Monroe Energy Retirement Plan assets move in 2022? ▼
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Next read for Monroe Energy Retirement Plan
Scale reading
Ways to act on Monroe Energy Retirement Plan's numbers.
- By total assets, Monroe Energy Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Monroe Energy, LLC's sponsor-wide assets have grown 49.9% since 2022 across 3 plan years on file. More Manufacturing plans