401(k) · DOL Form 5500 · 2023
Monigle Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 149
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $113,645
- Avg per participant Below avg balance/head
Official DOL plan name: Monigle Retirement Plan · Sponsored by Monigle Associates, Inc. · Colorado · Professional & Technical Services
$17M in assets, 149 participants
Monigle Associates, Inc.'s Monigle Retirement Plan reported $17M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #14,019 in Professional & Technical Services (20,321 peers)
Coverage in Colorado
Monigle Retirement Plan covers 149 participants in Colorado, about 40% of the average Colorado filer (state average ~376 per filing). Assets: $17M.
- #14,019
- in Professional & Technical Services (20,321 peers)
- +20.3%
- assets growth YoY
Monigle Retirement Plan's outsized position by total assets
Monigle Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,933,122 Top 30% higher than 70% 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
Monigle Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monigle Retirement Plan sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Monigle Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Monigle Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Monigle Retirement Plan reported participants fell from 176 in the plan year 2022 filing to 149 in the plan year 2023 filing.
DOL schedule card
Filing strip 840627497 · Monigle Associates, Inc. PY 2023 · 401(k)
Monigle Retirement Plan · $17M · 149 · 70th
- ASSETS $17M
- PCT 149
- EIN 70th
- RANK 401(k)
- PHOTO near Thermo-Twin Industries, Inc. Ksop
- IND ind #14019
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 Professional & Technical Services retirement plans → · Plans in Colorado →
Monigle Retirement Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 840627497 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monigle Associates, Inc.)
Sponsor-wide plan assets over time
All Monigle Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 46.60601318267942% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 176 | $14M |
| 2023 | 1 | 149 | $17M |
| 2024 | 1 | 150 | $21M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Monigle Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Thermo-Twin Industries, Inc. Ksop in PA ($17M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Thermo-Twin Industries, Inc. Ksop (PA) $17M · 72
- Dark Wolf Solutions, LLC 401(k) Plan (VA) $17M · 219
- O'neill Healthcare 401(k) Plan (OH) $17M · 818
- North Atlanta Primary Care 401(k) Plan (GA) $17M · 571
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Mariner Wealth Advisors Pooled Employer Plan (FL) 149 · 0 off
- Bender Warehouse Co. 401(k) Plan (NV) 149 · 0 off
- Gateway Printing & Office Supply 401(k) P/S Plan (TX) 149 · 0 off
- Aleutian Pribilof Islands Association Inc. 401(k) Plan (AK) 149 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.