401(k) · DOL Form 5500 · 2022

Monroe Medi-Trans, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
129
Participants Small participant base
39th
Percentile by assets National rank
$21,321
Avg per participant Low balance/head
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Official DOL plan name: Monroe Medi-Trans, Inc. Employee 401(k) Plan · Sponsored by Monroe Medi-Trans, Inc. · New York · Healthcare & Social Assistance

$3M in assets, 129 participants

Monroe Medi-Trans, Inc.'s Monroe Medi-Trans, Inc. Employee 401(k) Plan reported $3M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #8,392 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Monroe Medi-Trans, Inc. Employee 401(k) Plan covers 129 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $3M.

#8,392
in Healthcare & Social Assistance (20,060 peers)
-15.6%
assets change YoY

The plan reported a net loss of $508K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monroe Medi-Trans, Inc. Employee 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Monroe Medi-Trans, Inc. Employee 401(k) Plan vs every filed plan by assets

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

$2,750,369 39th percentile higher than 39% 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 Medi-Trans, Inc. Employee 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 Medi-Trans, Inc. Employee 401(k) Plan sits mid-pack in the medium band (129 participants).

DOL schedule card

Filing strip 161043764 · Monroe Medi-Trans, Inc. PY 2022 · 401(k)

Monroe Medi-Trans, Inc. Employee 401(k) Plan · $3M · 129 · 39th

  • 5500 $3M
  • 5500 129
  • 5500 39th
  • 5500 401(k)
  • 5500 near Selser Schaefer Architects 401(k) Safe Harbor Plan
  • 5500 ind #8392

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Monroe Medi-Trans, Inc. Employee 401(k) Plan in the asset neighbourhood

Monroe Medi-Trans, Inc. Employee 401(k) PlanMonroe Medi-Trans, Inc. Empl…$3MSelser Schaefer Architects 401(k) Safe Harbor PlanSelser Schaefer Architects 4…$3MJaras Financial Services, Inc. 401(k) Retirement PlanJaras Financial Services, In…$3MThe Country Club of Mobile 401(k) PlanThe Country Club of Mobile 4…$3MCemco Construction 401(k) Profit Sharing PlanCemco Construction 401(k) Pr…$3M
End-of-year total assets ($M) among Monroe Medi-Trans, Inc. Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$508K
Employer EIN161043764
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monroe Medi-Trans, Inc.)

Sponsor-wide plan assets over time

All Monroe Medi-Trans, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.00016906822321% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.75M $3.16M ▲ +14.9%
Year Plans Participants Total Assets
2022 1 129 $3M
2023 1 210 $3M
2024 1 201 $3M

Nearby 401(k) Plans in New York

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

Monroe Medi-Trans, Inc. Employee 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Monroe Medi-Trans, Inc. Employee 401(k) Plan, Total assets ($B): 0.002750369 · Participants: 129Monroe Medi-Trans, Inc. Employee 401(k) 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 Medi-Trans, Inc. Employee 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Monroe Medi-Trans, Inc. Employee 401(k) Plan side-by-side with 3 peers →

Monroe Medi-Trans, Inc. Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Selser Schaefer Architects 401(k) Safe Harbor Plan in OK ($3M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Medi-Trans, Inc. Employee 401(k) Plan assets move in 2022? ▼
Monroe Medi-Trans, Inc. Employee 401(k) Plan declined sharply - down 15.6% during 2022, from $3M to $3M. Reported net income was -$508K.
How have Monroe Medi-Trans, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monroe Medi-Trans, Inc.'s sponsor-wide assets grew 15.0%, from $3M to $3M.
Which 401(k) plans are similar in size to Monroe Medi-Trans, Inc. Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Selser Schaefer Architects 401(k) Safe Harbor Plan in OK ($3M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Monroe Medi-Trans, Inc. Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants, $449K 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 161043764.

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.