401(k) · DOL Form 5500 · 2023

Monarch Designs, Inc. 401(k) Plan

Data updated 2026-08-25

$389K
Total assets Small plan by assets
16
Participants Small participant base
16th
Percentile by assets National rank
$24,323
Avg per participant Low balance/head
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Official DOL plan name: Monarch Designs, Inc. 401(k) Profit Sharing Plan · Sponsored by Monarch Designs, Inc. · California · Other Services

$389K in assets, 16 participants

Monarch Designs, Inc.'s Monarch Designs, Inc. 401(k) Profit Sharing Plan reported $389K in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,701 in Other Services (7,857 peers)

Monarch Designs, Inc. multi-year trail

Monarch Designs, Inc.'s plans moved -70.0% in assets from 2022 to 2024; this filing shows Monarch Designs, Inc. 401(k) Profit Sharing Plan at $389K / 16 participants.

#2,701
in Other Services (7,857 peers)
-2.1%
assets change YoY

The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monarch Designs, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Monarch Designs, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$389,162 16th percentile higher than 16% of 127,068 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 2023

Monarch Designs, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monarch Designs, Inc. 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monarch Designs, Inc. 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Monarch Designs, Inc. 401(k) Profit Sharing Plan reported net income rose from -$335K in the plan year 2022 filing to -$8K in the plan year 2023 filing.
  • Monarch Designs, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $397K in the plan year 2022 filing to $389K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 873043411 · Monarch Designs, Inc. PY 2023 · 401(k)

Monarch Designs, Inc. 401(k) Profit Sharing Plan · $389K · 16 · 16th

  • EOY $389K
  • 5500 16
  • ASSETS 16th
  • PCT 401(k)
  • EIN near Paul Grandinetti 401(k) Profit Sharing Plan & Trust
  • RANK ind #2701

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 California →

Monarch Designs, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Monarch Designs, Inc. 401(k) Profit Sharing PlanMonarch Designs, Inc. 401(k)…$389KPaul Grandinetti 401(k) Profit Sharing Plan & TrustPaul Grandinetti 401(k) Prof…$389KInn Nature Corp. 401(k) Plan$389KReady 2 Fix, Inc. 401(k) Profit Sharing PlanReady 2 Fix, Inc. 401(k) Pro…$389KPamela Edels Marketing LLC$389K
End-of-year total assets ($M) among Monarch Designs, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Monarch Designs, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Monarch Designs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$119K 70.0207380114663% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.4M $0.12M ▼ -70.0%
Year Plans Participants Total Assets
2022 1 2 $397K
2023 1 16 $389K
2024 1 27 $119K

Monarch Designs, Inc. filing trail (2023)

Total Assets (Beginning of Year)$397K
Net Assets (End of Year)$389K
Net Income-$8K
Employer EIN873043411
Plan Effective Date2021-10-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Monarch Designs, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Monarch Designs, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000389162 · Participants: 16Monarch Designs, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Monarch Designs, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Monarch Designs, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Monarch Designs, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Paul Grandinetti 401(k) Profit Sharing Plan & Trust in DC ($389K); by covered participants it is Quality Parts Express, Inc. 401(k) Plan in TN (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($389K here).

Similar participant headcount

Nearest other-state filings by covered participants (16 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.

Frequently Asked Questions

How did Monarch Designs, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Monarch Designs, Inc. 401(k) Profit Sharing Plan edged down modestly - down 2.1% during 2023, from $397K to $389K. Reported net income was -$8K.
How have Monarch Designs, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monarch Designs, Inc.'s sponsor-wide assets declined 70.0%, from $397K to $119K.
Where does Monarch Designs, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Monarch Designs, Inc. 401(k) Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Monarch Designs, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paul Grandinetti 401(k) Profit Sharing Plan & Trust in DC ($389K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Monarch Designs, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Parts Express, Inc. 401(k) Plan in TN (16 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 873043411.

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.