401(k) · DOL Form 5500 · 2022

Monarch Funding Corp. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
7
Participants Small participant base
74th
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Monarch Funding Corp. Employees' Profit Sharing Plan · Sponsored by Monarch Funding Corp. · California · Real Estate

$17M in assets, 7 participants

Monarch Funding Corp.'s Monarch Funding Corp. Employees' Profit Sharing Plan reported $17M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,408 in Real Estate (5,057 peers)

Monarch Funding Corp. multi-year trail

Monarch Funding Corp.'s plans moved +16.6% in assets from 2022 to 2024; this filing shows Monarch Funding Corp. Employees' Profit Sharing Plan at $17M / 7 participants.

#4,408
in Real Estate (5,057 peers)
-12.9%
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 Funding Corp. Employees' Profit Sharing Plan's outsized position by total assets

Monarch Funding Corp. Employees' Profit Sharing Plan vs every filed plan by assets

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

$16,573,592 Top 26% higher than 74% 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 Funding Corp. Employees' Profit Sharing Plan 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 Funding Corp. Employees' Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 953363852 · Monarch Funding Corp. PY 2022 · 401(k)

Monarch Funding Corp. Employees' Profit Sharing Plan · $17M · 7 · 74th

  • NET $17M
  • BOOK 7
  • VS-ST 74th
  • BOY 401(k)
  • SCH near Daniel J. Quirk Inc. Retirement Savings Plan
  • EBSA ind #4408

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 California →

Monarch Funding Corp. Employees' Profit Sharing Plan in the asset neighbourhood

Wayne Brothers, Inc. 401(k) PlanWayne Brothers, Inc. 401(k) …$17MMonarch Funding Corp. Employees' Profit Sharing PlanMonarch Funding Corp. Employ…$17MDaniel J. Quirk Inc. Retirement Savings PlanDaniel J. Quirk Inc. Retirem…$17MBerrodin Co. 401(k) Plan$17MQualawash Holdings, LLC 401(k) Retirement PlanQualawash Holdings, LLC 401(…$17M
End-of-year total assets ($M) among Monarch Funding Corp. Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Monarch Funding Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Monarch Funding Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 16.64665692265141% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.6M $19.3M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 7 $17M
2023 1 6 $18M
2024 1 6 $19M

Monarch Funding Corp. filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN953363852
Plan Effective Date1987-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Monarch Funding Corp. Employees' Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Monarch Funding Corp. Employees' Profit Sharing Plan, Total assets ($B): 0.016573592 · Participants: 7Monarch Funding Corp. Employees' Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Monarch Funding Corp. Employees' Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Monarch Funding Corp. Employees' Profit Sharing Plan side-by-side with 3 peers →

Monarch Funding Corp. Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Daniel J. Quirk Inc. Retirement Savings Plan in MA ($17M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Funding Corp. Employees' Profit Sharing Plan assets move in 2022? ▼
Monarch Funding Corp. Employees' Profit Sharing Plan pulled back noticeably - down 12.9% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Monarch Funding Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monarch Funding Corp.'s sponsor-wide assets grew 16.6%, from $17M to $19M.
Which 401(k) plans are similar in size to Monarch Funding Corp. Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Daniel J. Quirk Inc. Retirement Savings Plan in MA ($17M, 1,008 participants).
Which 401(k) plans cover a similar participant headcount to Monarch Funding Corp. Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K 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 953363852.

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.