401(k) · DOL Form 5500 · 2022

Monroe College, Ltd. 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
592
Participants Below avg headcount
92nd
Percentile by assets National rank
$136,022
Avg per participant Near avg balance/head
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Official DOL plan name: Monroe College, Ltd. Retirement Savings Plan · Sponsored by Monroe College, Ltd. · New York · Educational Services

$81M in assets, 592 participants

Monroe College, Ltd.'s Monroe College, Ltd. Retirement Savings Plan reported $81M in total assets and 592 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,399 in Educational Services (4,024 peers)

Where Monroe College, Ltd. Retirement Savings Plan sits by assets

Monroe College, Ltd. Retirement Savings Plan sits in the top 10% of all filed plans by assets, $81M for 592 participants (~$136,022/participant), down 18.7% in 2022.

#3,399
in Educational Services (4,024 peers)
-18.7%
assets change YoY
0.8×
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 College, Ltd. Retirement Savings Plan's outsized position by total assets

Monroe College, Ltd. Retirement Savings Plan vs every filed plan by assets

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

$80,524,739 Top 8% higher than 92% 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 College, Ltd. Retirement Savings 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 College, Ltd. Retirement Savings Plan sits mid-pack in the medium band (592 participants).

EBSA filing schedule strip

Filing strip 132501225 · Monroe College, Ltd. PY 2022 · 401(k)

Monroe College, Ltd. Retirement Savings Plan · $81M · 592 · 92nd

  • SCH $81M
  • SCH 592
  • SCH 92nd
  • SCH 401(k)
  • SCH near Savings Plan for Union Employees of Unilever
  • SCH ind #3399

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 Educational Services retirement plans → · Plans in New York →

Monroe College, Ltd. Retirement Savings Plan in the asset neighbourhood

Dole Packaged Foods, LLC Salaried Employees 401(k) PlanDole Packaged Foods, LLC Sal…$81MOliver Healthcare Packaging Company 401(k) Retirement PlanOliver Healthcare Packaging …$81MSavings Plan for Union Employees of UnileverSavings Plan for Union Emplo…$81MMonroe College, Ltd. Retirement Savings PlanMonroe College, Ltd. Retirem…$81MLowndes, Drosdick, Doster, Kantor & Reed, P.a. Retirement PlanLowndes, Drosdick, Doster, K…$81M
End-of-year total assets ($M) among Monroe College, Ltd. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$81M
Net Income-$19M
Employer EIN132501225
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monroe College, Ltd.)

Sponsor-wide plan assets over time

All Monroe College, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 25.130417373970005% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $80.5M $101M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 592 $81M
2023 1 577 $91M
2024 1 584 $101M

Nearby 401(k) Plans in New York

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

Monroe College, Ltd. Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Monroe College, Ltd. Retirement Savings Plan, Total assets ($B): 0.080524739 · Participants: 592Monroe College, Ltd. Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Monroe College, Ltd. Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Monroe College, Ltd. Retirement Savings Plan side-by-side with 3 peers →

Monroe College, Ltd. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Savings Plan for Union Employees of Unilever in NJ ($81M); by covered participants it is Diamonds Direct USA, Inc. 401(k) Plan in NC (592 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (592 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 College, Ltd. Retirement Savings Plan assets move in 2022? ▼
Monroe College, Ltd. Retirement Savings Plan declined sharply - down 18.7% during 2022, from $99M to $81M. Reported net income was -$19M.
How have Monroe College, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monroe College, Ltd.'s sponsor-wide assets grew 25.1%, from $81M to $101M.
Where does Monroe College, Ltd. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Monroe College, Ltd. Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Monroe College, Ltd. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Savings Plan for Union Employees of Unilever in NJ ($81M, 889 participants).
Which 401(k) plans cover a similar participant headcount to Monroe College, Ltd. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Diamonds Direct USA, Inc. 401(k) Plan in NC (592 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 132501225.

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.