401(k) · DOL Form 5500 · 2023

Monster Beverage Corporation 401(k) Plan

Data updated 2026-08-25

$213M
Total assets Near avg plan size
3,047
Participants Above avg headcount
95th
Percentile by assets National rank
$69,959
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Monster Energy Company 401 K Plan · Sponsored by Monster Beverage Corporation · California · Wholesale Trade

$213M in assets, 3,047 participants

Monster Beverage Corporation's Monster Energy Company 401 K Plan reported $213M in total assets and 3,047 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #6,070 in Wholesale Trade (6,309 peers)

Coverage in California

Monster Energy Company 401 K Plan covers 3,047 participants in California, 4.8x the typical California plan (state average ~630 per filing). Assets: $213M.

#6,070
in Wholesale Trade (6,309 peers)
+31.7%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Monster Energy Company 401 K Plan's outsized position by total assets

Monster Energy Company 401 K Plan vs every filed plan by assets

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

$213,164,496 Top 5% higher than 95% 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

Monster Energy Company 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. Monster Energy Company 401 K Plan lands in the large band (3,047 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monster Energy Company 401 K Plan reported net income rose from -$7M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Monster Energy Company 401 K Plan reported participants rose from 2,262 in the plan year 2022 filing to 3,047 in the plan year 2023 filing.
  • Monster Energy Company 401 K Plan end-of-year assets rose from $162M in the plan year 2022 filing to $213M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 471809393 · Monster Beverage Corporation PY 2023 · 401(k)

Monster Energy Company 401 K Plan · $213M · 3,047 · 95th

  • IND $213M
  • IND 3,047
  • IND 95th
  • IND 401(k)
  • IND near Transre Incentive Retirement Plan
  • IND ind #6070

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 Wholesale Trade retirement plans → · Plans in California →

Monster Energy Company 401 K Plan in the asset neighbourhood

Avi-Spl 401(k) Plan$213MTransre Incentive Retirement PlanTransre Incentive Retirement…$213MConvatec, Inc. Savings and Investment PlanConvatec, Inc. Savings and I…$213MMonster Energy Company 401 K PlanMonster Energy Company 401 K…$213MAmerisure Mutual Insurance Company 401(k) Savings PlanAmerisure Mutual Insurance C…$213M
End-of-year total assets ($M) among Monster Energy Company 401 K Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$162M
Net Assets (End of Year)$213M
Net Income$51M
Employer EIN471809393
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monster Beverage Corporation)

Sponsor-wide plan assets over time

All Monster Beverage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$260M 60.82359505644015% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $162M $260M ▲ +60.8%
Year Plans Participants Total Assets
2022 1 2,262 $162M
2023 1 3,047 $213M
2024 1 3,607 $260M

Nearby 401(k) Plans in California

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

Monster Energy Company 401 K Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Monster Energy Company 401 K Plan, Total assets ($B): 0.213164496 · Participants: 3047Monster Energy Company 401 K 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
Monster Energy Company 401 K Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Monster Energy Company 401 K Plan side-by-side with 3 peers →

Monster Energy Company 401 K Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Transre Incentive Retirement Plan in NY ($213M); by covered participants it is Employees' Profit Sharing Plus Plan of Stihl Incorporated in VA (3,049 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($213M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,047 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 Monster Energy Company 401 K Plan assets move in 2023? ▼
Monster Energy Company 401 K Plan surged - up 31.7% during 2023, from $162M to $213M. Reported net income was $51M.
How have Monster Beverage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monster Beverage Corporation's sponsor-wide assets grew 60.8%, from $162M to $260M.
Where does Monster Energy Company 401 K Plan rank by assets among Form 5500 filers? ▼
Monster Energy Company 401 K Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Monster Energy Company 401 K Plan? ▼
Among 401(k) plans in other states, the closest by assets is Transre Incentive Retirement Plan in NY ($213M, 416 participants).
Which 401(k) plans cover a similar participant headcount to Monster Energy Company 401 K Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employees' Profit Sharing Plus Plan of Stihl Incorporated in VA (3,049 participants, $310M 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 471809393.

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.