401(k) · DOL Form 5500 · 2022

Monarch Healthcare Management, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
3,387
Participants Above avg headcount
78th
Percentile by assets National rank
$6,199
Avg per participant Low balance/head
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Official DOL plan name: Monarch Healthcare 401(k) Plan · Sponsored by Monarch Healthcare Management, LLC · Minnesota · Healthcare & Social Assistance

$21M in assets, 3,387 participants

Monarch Healthcare Management, LLC's Monarch Healthcare 401(k) Plan reported $21M in total assets and 3,387 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,331 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Monarch Healthcare 401(k) Plan covers 3,387 participants in Minnesota, 3.0x the typical Minnesota plan (state average ~1,126 per filing). Assets: $21M.

#16,331
in Healthcare & Social Assistance (20,060 peers)
-4.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $922K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monarch Healthcare 401(k) Plan's outsized position by total assets

Monarch Healthcare 401(k) Plan vs every filed plan by assets

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

$20,995,347 Top 22% higher than 78% 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 Healthcare 401(k) 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 Healthcare 401(k) Plan lands in the large band (3,387 participants).

Form 5500 schedule snapshot

Filing strip 473799342 · Monarch Healthcare Management, LLC PY 2022 · 401(k)

Monarch Healthcare 401(k) Plan · $21M · 3,387 · 78th

  • TYPE $21M
  • TYPE 3,387
  • TYPE 78th
  • TYPE 401(k)
  • TYPE near Eos Accountants LLP 401(k) Plan
  • TYPE ind #16331

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 Minnesota →

Monarch Healthcare 401(k) Plan in the asset neighbourhood

Monarch Healthcare 401(k) PlanMonarch Healthcare 401(k) Pl…$21MEos Accountants LLP 401(k) PlanEos Accountants LLP 401(k) P…$21MDmi Companies, Inc. and Affiliated Companies 401(k) PlanDmi Companies, Inc. and Affi…$21MColor-Art Palette, Inc. Employees Profit Sharing PlanColor-Art Palette, Inc. Empl…$21MVision H.R. Retirement Savings PlanVision H.R. Retirement Savin…$21M
End-of-year total assets ($M) among Monarch Healthcare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$21M
Net Income-$922K
Employer EIN473799342
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monarch Healthcare Management, LLC)

Sponsor-wide plan assets over time

All Monarch Healthcare Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 65.9481026915154% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $21M $34.8M ▲ +65.9%
Year Plans Participants Total Assets
2022 1 3,387 $21M
2023 1 3,427 $27M
2024 1 4,137 $35M

Nearby 401(k) Plans in Minnesota

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

Monarch Healthcare 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Monarch Healthcare 401(k) Plan, Total assets ($B): 0.020995347 · Participants: 3387Monarch Healthcare 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Monarch Healthcare 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Monarch Healthcare 401(k) Plan side-by-side with 3 peers →

Monarch Healthcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Eos Accountants LLP 401(k) Plan in NJ ($21M); by covered participants it is F5, Inc. 401(k) Profit Sharing Plan and Trust in WA (3,387 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,387 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 Healthcare 401(k) Plan assets move in 2022? ▼
Monarch Healthcare 401(k) Plan edged down modestly - down 4.2% during 2022, from $22M to $21M. Reported net income was -$922K.
How have Monarch Healthcare Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monarch Healthcare Management, LLC's sponsor-wide assets grew 65.9%, from $21M to $35M.
Where does Monarch Healthcare 401(k) Plan rank by assets among Form 5500 filers? ▼
Monarch Healthcare 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Monarch Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eos Accountants LLP 401(k) Plan in NJ ($21M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Monarch Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F5, Inc. 401(k) Profit Sharing Plan and Trust in WA (3,387 participants, $745M 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 473799342.

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.