401(k) · DOL Form 5500 · 2022
Monroe Energy, LLC 401(k) Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 484
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $256,877
- Avg per participant Above avg balance/head
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.
- #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.
- #18,642
- in Manufacturing (20,602 peers)
- -13.3%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
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's outsized position by total assets
Monroe Energy Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$124,328,296 Top 6% higher than 94% 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
Monroe Energy 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. Monroe Energy Retirement Plan sits mid-pack in the medium band (484 participants).
EBSA filing schedule strip
Filing strip 455201144 · Monroe Energy, LLC PY 2022 · 401(k)
Monroe Energy Retirement Plan · $124M · 484 · 94th
- EBSA $124M
- PART 484
- TYPE 94th
- NET 401(k)
- BOOK near Genesis Employer Contribution Plan
- VS-ST ind #18642
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 Pennsylvania →
Monroe Energy Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Monroe Energy, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $186M 49.888950460641716% vs 2022
- 2024 filing year
| 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.
- 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
Monroe Energy Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Genesis Employer Contribution Plan in IA ($124M); by covered participants it is United States Veterans Initiative Retirement Savings Plan in CA (484 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (484 participants); asset peers above are excluded.
- United States Veterans Initiative Retirement Savings Plan (CA) 484 · 0 off
- Clearsky Health Retirement Plan (NM) 484 · 0 off
- Oeconnection 401(k) Plan (OH) 484 · 0 off
- Columbia International University 401(k) Plan (SC) 484 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.