401(k) · DOL Form 5500 · 2023

Monroe Energy, LLC 401(k) Plan

Data updated 2026-08-25

$157M
Total assets Near avg plan size
509
Participants Below avg headcount
94th
Percentile by assets National rank
$309,049
Avg per participant High balance/head
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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.

  • #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.

#16,931
in Manufacturing (18,722 peers)
+26.5%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Monroe Energy Retirement Plan's outsized position 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 $2,050,000,000 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

Monroe Energy 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. Monroe Energy Retirement Plan sits mid-pack in the medium band (509 participants).

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 →

EBSA filing schedule strip

Filing strip 455201144 · Monroe Energy, LLC PY 2023 · 401(k)

Monroe Energy Retirement Plan · $157M · 509 · 94th

  • PCT $157M
  • PCT 509
  • PCT 94th
  • PCT 401(k)
  • PCT near Porter Wright Morris & Arthur LLP Partner 401(k) Retirement Plan
  • PCT ind #16931

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Monroe Energy Retirement Plan in the asset neighbourhood

Empower Hr Retirement Savings PlanEmpower Hr Retirement Saving…$157MMayer Electric Supply Co Inc Assoc Capital AccumulMayer Electric Supply Co Inc…$157MMitsui and Co. (U. S. a), Inc. 401(k) Retirement PlanMitsui and Co. (U. S. a), In…$157MMonroe Energy Retirement Plan$157MPorter Wright Morris & Arthur LLP Partner 401(k) Retirement PlanPorter Wright Morris & Arthu…$157M
End-of-year total assets ($M) among Monroe Energy Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Monroe Energy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$186M 49.888950460641716% vs 2022
2024 filing year
$100M$120M$140M$160M$180M$200M 202220232024 $124M $186M ▲ +49.9%
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 ($B) Participants Monroe Energy Retirement Plan, Total assets ($B): 0.157306088 · Participants: 509Monroe Energy Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
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 →

Monroe Energy Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Porter Wright Morris & Arthur LLP Partner 401(k) Retirement Plan in OH ($157M); by covered participants it is Strongmind, Inc. 401(k) Plan in AZ (509 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (509 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 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).
Which 401(k) plans cover a similar participant headcount to Monroe Energy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Strongmind, Inc. 401(k) Plan in AZ (509 participants, $15M 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 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.