401(k) · DOL Form 5500 · 2023
Monro, Inc. 401(k) Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 8,479
- Participants Very large workforce
- 89th
- Percentile by assets National rank
- $8,899
- Avg per participant Low balance/head
Official DOL plan name: Monro, Inc. 401(k) Plan · Sponsored by Monro, Inc. · New York · Other Services
$75M in assets, 8,479 participants
Monro, Inc.'s Monro, Inc. 401(k) Plan reported $75M in total assets and 8,479 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,524 in Other Services (7,857 peers)
Coverage in New York
Monro, Inc. 401(k) Plan covers 8,479 participants in New York, 11x the typical New York plan (state average ~798 per filing). Assets: $75M.
- #7,524
- in Other Services (7,857 peers)
- +12.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Monro, Inc. 401(k) Plan's outsized position by total assets
Monro, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$75,454,138 Top 11% higher than 89% 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
Monro, Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monro, Inc. 401(k) Plan lands in the large band (8,479 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Monro, Inc. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Monro, Inc. 401(k) Plan end-of-year assets rose from $67M in the plan year 2022 filing to $75M in the plan year 2023 filing.
- Monro, Inc. 401(k) Plan reported participants rose from 8,266 in the plan year 2022 filing to 8,479 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 160838627 · Monro, Inc. PY 2023 · 401(k)
Monro, Inc. 401(k) Plan · $75M · 8,479 · 89th
- PCT $75M
- EIN 8,479
- RANK 89th
- PHOTO 401(k)
- IND near 403(b) Plan for Self-Help Services Corporation
- EOY ind #7524
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 Other Services retirement plans → · Plans in New York →
Monro, Inc. 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $8M |
| Employer EIN | 160838627 |
| Plan Effective Date | 1960-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monro, Inc.)
Sponsor-wide plan assets over time
All Monro, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $94M 11.290580451524535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,327 | $85M |
| 2023 | 2 | 8,534 | $93M |
| 2024 | 2 | 6,710 | $94M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Scale composition for Monro, Inc. 401(k) Plan
Monro, Inc. 401(k) Plan reports $75M in end-of-year assets across 8,479 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $8,899 per participant (6% of the national average assets-per-participant) . Net income for plan year 2023 was $8M.
This plan identity (EIN 160838627, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $67M to $77M (+15.0%) while covered participants moved from 8,266 to 6,672 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,266 | $67M | Open filing |
| 2023 | 8,479 | $75M | This page |
| 2024 · index core | 6,672 | $77M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Monro, Inc. 401(k) Plan (401(k), $77M, 6,672 participants)
Monro, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is 403(b) Plan for Self-Help Services Corporation in NC ($75M); by covered participants it is Hendrick Automotive Group 401(k) Plan in NC (8,476 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- 403(b) Plan for Self-Help Services Corporation (NC) $75M · 298
- Union Home Mortgage Corporation 401(k) Plan (OH) $75M · 1,210
- Whitcraft LLC 401(k) Plan (CT) $75M · 1,063
- Encore Electric, Inc. 401(k) Plan (CO) $75M · 981
Similar participant headcount
Nearest other-state filings by covered participants (8,479 participants); asset peers above are excluded.
- Hendrick Automotive Group 401(k) Plan (NC) 8,476 · 3 off
- Teamsters Tforce Freight 401(k) Plan (VA) 8,473 · 6 off
- Teamsters Tforce Freight 401(k) Plan (VA) 8,473 · 6 off
- Boehringer Ingelheim USA Corporation & Its Affiliates Retirement Savings Plan (CT) 8,467 · 12 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.