Other · DOL Form 5500 · 2022
MONARCH Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 1,581
- Participants Near avg headcount
- 67th
- Percentile by assets National rank
- $7,064
- Avg per participant Low balance/head
Official DOL plan name: Monarch 403(b) Plan · Sponsored by MONARCH · North Carolina · Other Services
$11M in assets, 1,581 participants
MONARCH's Monarch 403(b) Plan reported $11M in total assets and 1,581 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #6,801 in Other Services (8,398 peers)
MONARCH multi-year trail
MONARCH's plans moved +30.4% in assets from 2022 to 2024; this filing shows Monarch 403(b) Plan at $11M / 1,581 participants.
- #6,801
- in Other Services (8,398 peers)
- -11.9%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Monarch 403(b) Plan's outsized position by total assets
Monarch 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,167,937 Top 33% higher than 67% 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 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monarch 403(b) Plan lands in the large band (1,581 participants).
Published 5500 schedule card
Filing strip 561326126 · MONARCH PY 2022 · Other
Monarch 403(b) Plan · $11M · 1,581 · 67th
- EIN $11M
- RANK 1,581
- PHOTO 67th
- IND Other
- EOY near 403(b) Thrift Plan of Suncoast Community Health Centers, Inc.
- 5500 ind #6801
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 North Carolina →
Monarch 403(b) Plan in the asset neighbourhood
MONARCH multi-year asset trail
Sponsor-wide plan assets over time
All MONARCH plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 30.35227544711257% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,581 | $11M |
| 2023 | 1 | 1,646 | $12M |
| 2024 | 1 | 1,567 | $15M |
MONARCH filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 561326126 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Monarch 403(b) Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is 403(b) Thrift Plan of Suncoast Community Health Centers, Inc. in FL ($11M); by covered participants it is Bill & Melinda Gates Foundation Employee Retirement Plan in WA (1,580 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,581 participants); asset peers above are excluded.
- Bill & Melinda Gates Foundation Employee Retirement Plan (WA) 1,580 · 1 off
- Midwestern University Retirement Plan (IL) 1,585 · 4 off
- Electrical Workers Defined Contribution Plan for N. Nv. (NV) 1,585 · 4 off
- Services for the Underserved 403(b) Plan (NY) 1,586 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.