401(k) · DOL Form 5500 · 2022
Monroe Group, Ltd. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 275
- Participants Below avg headcount
- 41st
- Percentile by assets National rank
- $11,094
- Avg per participant Low balance/head
Official DOL plan name: Monroe Group 401(k) Plan · Sponsored by Monroe Group, Ltd. · Colorado · Real Estate
$3M in assets, 275 participants
Monroe Group, Ltd.'s Monroe Group 401(k) Plan reported $3M in total assets and 275 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #3,019 in Real Estate (5,057 peers)
Monroe Group, Ltd. multi-year trail
Monroe Group, Ltd.'s plans moved +51.7% in assets from 2022 to 2024; this filing shows Monroe Group 401(k) Plan at $3M / 275 participants.
- #3,019
- in Real Estate (5,057 peers)
- +1.0%
- assets growth YoY
Monroe Group 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Monroe Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,050,735 41st percentile higher than 41% 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 Group 401(k) 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 Group 401(k) Plan sits mid-pack in the medium band (275 participants).
Published 5500 schedule card
Filing strip 320589349 · Monroe Group, Ltd. PY 2022 · 401(k)
Monroe Group 401(k) Plan · $3M · 275 · 41st
- ASSETS $3M
- PCT 275
- EIN 41st
- RANK 401(k)
- PHOTO near Cordillera Ranch Club Management 401(k) Profit Sharing Plan
- IND ind #3019
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 Colorado →
Monroe Group 401(k) Plan in the asset neighbourhood
Monroe Group, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Monroe Group, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 51.700393511727505% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 275 | $3M |
| 2023 | 1 | 299 | $4M |
| 2024 | 1 | 314 | $5M |
Monroe Group, Ltd. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $30K |
| Employer EIN | 320589349 |
| Plan Effective Date | 2020-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Monroe Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Cordillera Ranch Club Management 401(k) Profit Sharing Plan in TX ($3M); by covered participants it is Tweddle Group Inc. 401(k) Plan in MI (275 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (275 participants); asset peers above are excluded.
- Tweddle Group Inc. 401(k) Plan (MI) 275 · 0 off
- Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement (IL) 275 · 0 off
- Jerritt Canyon Gold LLC 401(k) Plan (NV) 275 · 0 off
- Captive Resources 401(k) Plan (IL) 275 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.