401(k) · DOL Form 5500 · 2023
Monroe Plumbing & Heating Company 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $1.9M
- Avg per participant High balance/head
Official DOL plan name: Salary Reduction Profit Sharing Plan Retirement Trust of Monroe Plumbing & Heating Co. · Sponsored by Monroe Plumbing & Heating Company · Michigan · Construction
$19M in assets, 10 participants
Monroe Plumbing & Heating Company's Salary Reduction Profit Sharing Plan Retirement Trust of Monroe Plumbing & Heating Co. reported $19M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #6,346 in Construction (9,030 peers)
Monroe Plumbing & Heating Company multi-year trail
Monroe Plumbing & Heating Company's plans moved +19.1% in assets from 2022 to 2024; this filing shows Salary Reduction Profit Sharing Plan Retirement Trust of Monroe Plumbing & Heating Co. at $19M / 10 participants.
- #6,346
- in Construction (9,030 peers)
- +6.1%
- assets growth YoY
Salary Reduction Profit Sharing Plan Retirement Trust of Monroe Plumbing & Heating Co.'s outsized position by total assets
Salary Reduction Profit Sharing Plan Retirement Trust of Monroe Plumbing & Heating Co. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,821,703 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Salary Reduction Profit Sharing Plan Retirement Trust of Monroe Plumbing & Heating Co. among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Salary Reduction Profit Sharing Plan Retirement Trust of Monroe Plumbing & Heating Co. is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Salary Reduction Profit Sharing Plan Retirement Trust of Monroe Plumbing & Heating Co. reported net income rose from -$546K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Salary Reduction Profit Sharing Plan Retirement Trust of Monroe Plumbing & Heating Co. reported participants fell from 12 in the plan year 2022 filing to 10 in the plan year 2023 filing.
- Salary Reduction Profit Sharing Plan Retirement Trust of Monroe Plumbing & Heating Co. end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 381296178 · Monroe Plumbing & Heating Company PY 2023 · 401(k)
Salary Reduction Profit Sharing Plan Retirement Trust of Monroe Plumbing & Heating Co. · $19M · 10 · 72nd
- NET $19M
- NET 10
- NET 72nd
- NET 401(k)
- NET near Alpha Omega Integration, LLC 401(k) Retirement Trust
- NET ind #6346
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 Construction retirement plans → · Plans in Michigan →
Salary Reduction Profit Sharing Plan Retirement Trust of Monroe Plumbing & Heating Co. in the asset neighbourhood
Monroe Plumbing & Heating Company multi-year asset trail
Sponsor-wide plan assets over time
All Monroe Plumbing & Heating Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 19.058801210176014% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $18M |
| 2023 | 1 | 10 | $19M |
| 2024 | 1 | 11 | $21M |
Monroe Plumbing & Heating Company filing trail (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $1M |
| Employer EIN | 381296178 |
| Plan Effective Date | 1984-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Salary Reduction Profit Sharing Plan Retirement Trust of Monroe Plumbing & Heating Co.'s out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Alpha Omega Integration, LLC 401(k) Retirement Trust in VA ($19M); by covered participants it is Jacobson Capital, Inc. 401(k) and Profit Sharing Plan in NC (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.