401(k) · DOL Form 5500 · 2023

Monroe Energy, LLC 401(k) Plan

Data updated 2026-08-11

$157M
Total assets
509
Participants
94th
Percentile by assets
$309,049
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Monroe Energy Retirement Plan · Sponsored by Monroe Energy, LLC · Pennsylvania · Manufacturing

$157M in assets, 509 participants

Monroe Energy, LLC's Monroe Energy Retirement Plan reported $157M in total assets and 509 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #16,931 in Manufacturing (18,722 peers)

Where Monroe Energy Retirement Plan sits by assets

Monroe Energy Retirement Plan sits in the top 10% of all filed plans by assets, $157M for 509 participants (~$309,049/participant), up 26.5% in 2023.

$157M
total plan assets (2023 EOY)
509
covered participants
94th
percentile by assets (of 127,072 plans)
$309,049
avg assets per participant

Where Monroe Energy Retirement Plan sits by total assets

Monroe Energy Retirement Plan vs every filed plan by assets

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

$157,306,088 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monroe Energy Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Monroe Energy Retirement Plan end-of-year assets rose from $124M in the plan year 2022 filing to $157M in the plan year 2023 filing.
  • Monroe Energy Retirement Plan reported participants rose from 484 in the plan year 2022 filing to 509 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Pennsylvania
Industry
Manufacturing

Monroe Energy Retirement Plan vs the 2023 asset distribution

By assets, Monroe Energy Retirement Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$157M
Net Income$33M
Employer EIN455201144
Plan Effective Date2012-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monroe Energy, LLC)

$100M$120M$140M$160M$180M$200M 202220232024 $124M $186M ▲ +49.9%
Total plan assets by year, all Monroe Energy, LLC plans on file
Year Plans Participants Total Assets
2022 1 484 $124M
2023 1 509 $157M
2024 1 508 $186M

Nearby 401(k) Plans in Pennsylvania

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

Monroe Energy Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Monroe Energy Retire…, Total assets ($B): 0.157306088 · Participants: 509Monroe Energy Retire…Comcast Corporation …, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation …Cigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirem…, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirem…The PNC Financial Se…, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Se…The Bank of New York…, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York…
Monroe Energy Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Monroe Energy Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Monroe Energy Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Monroe Energy Retirement Plan assets move in 2023? ▼
Monroe Energy Retirement Plan grew sharply - up 26.5% during 2023, from $124M to $157M. Reported net income was $33M.
How have Monroe Energy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monroe Energy, LLC's sponsor-wide assets grew 49.9%, from $124M to $186M.
Where does Monroe Energy Retirement Plan rank by assets among Form 5500 filers? ▼
Monroe Energy Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Monroe Energy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Porter Wright Morris & Arthur LLP Partner 401(k) Retirement Plan in OH ($157M, 128 participants).

Next read for Monroe Energy Retirement Plan

Scale reading

Ways to act on Monroe Energy Retirement Plan's numbers.

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 455201144.

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.