Profit Sharing · DOL Form 5500 · 2022

Monarch Realty & Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
31st
Percentile by assets National rank
$165,545
Avg per participant Above avg balance/head
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Official DOL plan name: Monarch Realty & Management, Inc. Profit Sharing Plan and Trust · Sponsored by Monarch Realty & Management, Inc. · Louisiana · Real Estate

$2M in assets, 10 participants

Monarch Realty & Management, Inc.'s Monarch Realty & Management, Inc. Profit Sharing Plan and Trust reported $2M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,497 in Real Estate (5,057 peers)

Monarch Realty & Management, Inc. multi-year trail

Monarch Realty & Management, Inc.'s plans moved +33.3% in assets from 2022 to 2024; this filing shows Monarch Realty & Management, Inc. Profit Sharing Plan and Trust at $2M / 10 participants.

#2,497
in Real Estate (5,057 peers)
-1.6%
assets change YoY

The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monarch Realty & Management, Inc. Profit Sharing Plan and Trust among the smaller filed plans by assets

Monarch Realty & Management, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,655,450 31st percentile higher than 31% 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 Realty & Management, Inc. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monarch Realty & Management, Inc. Profit Sharing Plan and Trust is a micro filing (10 participants), the leftmost band.

Published 5500 schedule card

Filing strip 720947911 · Monarch Realty & Management, Inc. PY 2022 · Profit Sharing

Monarch Realty & Management, Inc. Profit Sharing Plan and Trust · $2M · 10 · 31st

  • IND $2M
  • IND 10
  • IND 31st
  • IND Profit Sharing
  • IND near Bod Ventures, Inc. Retirement Plan
  • IND ind #2497

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 Real Estate retirement plans → · Plans in Louisiana →

Monarch Realty & Management, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Monarch Realty & Management, Inc. Profit Sharing Plan and TrustMonarch Realty & Management,…$2MBod Ventures, Inc. Retirement PlanBod Ventures, Inc. Retiremen…$2MHenry Bloom M.D. Profit Sharing PlanHenry Bloom M.D. Profit Shar…$2MTichlor Inc. Retirement Plan$2MAce Hardware of Cape Haze, Inc. Retirement PlanAce Hardware of Cape Haze, I…$2M
End-of-year total assets ($M) among Monarch Realty & Management, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Monarch Realty & Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Monarch Realty & Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 33.300613126340274% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.66M $2.21M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 10 $2M
2024 1 10 $2M

Monarch Realty & Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$28K
Employer EIN720947911
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Louisiana

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

Monarch Realty & Management, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1001020304050 Total assets ($M) Participants Monarch Realty & Management, Inc. Profit Sharing Plan and Trust, Total assets ($M): 1.65545 · Participants: 10Monarch Realty & Management, Inc. Profit Sharing Plan and TrustTaylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan, Total assets ($M): 44.269792 · Participants: 96Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing PlanLake Charles Memorial Health System Retirement Plan, Total assets ($M): 39.720799 · Participants: 2465Lake Charles Memorial Health System Retirement PlanDillard University 403(b) DC Plan, Total assets ($M): 15.708679 · Participants: 327Dillard University 403(b) DC PlanPlumbers & Steamfitters Local 141 Annuity Plan, Total assets ($M): 10.08815 · Participants: 656Plumbers & Steamfitters Local 141 Annuity PlanCollegiate Academies 403(b) Plan, Total assets ($M): 8.484268 · Participants: 504Collegiate Academies 403(b) Plan
Monarch Realty & Management, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Louisiana, assets vs. participants
Compare Monarch Realty & Management, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Monarch Realty & Management, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Louisiana, the nearest Profit Sharing by assets is Bod Ventures, Inc. Retirement Plan in MO ($2M); by covered participants it is Khenricks Inc. Retirement Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Realty & Management, Inc. Profit Sharing Plan and Trust assets move in 2022? ▼
Monarch Realty & Management, Inc. Profit Sharing Plan and Trust edged down modestly - down 1.6% during 2022, from $2M to $2M. Reported net income was -$28K.
How have Monarch Realty & Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monarch Realty & Management, Inc.'s sponsor-wide assets grew 33.3%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Monarch Realty & Management, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Bod Ventures, Inc. Retirement Plan in MO ($2M, 20 participants).
Which Profit Sharing plans cover a similar participant headcount to Monarch Realty & Management, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Khenricks Inc. Retirement Plan in MN (10 participants, $884K 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 720947911.

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.