401(k) · DOL Form 5500 · 2023

Monarch Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
324
Participants Below avg headcount
62nd
Percentile by assets National rank
$35,921
Avg per participant Low balance/head
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Official DOL plan name: Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Monarch Enterprises, Inc. · Washington · Professional & Technical Services

$12M in assets, 324 participants

Monarch Enterprises, Inc.'s Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust reported $12M in total assets and 324 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,357 in Professional & Technical Services (20,321 peers)

Coverage in Washington

Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust covers 324 participants in Washington, about 22% of the average Washington filer (state average ~1,476 per filing). Assets: $12M.

#12,357
in Professional & Technical Services (20,321 peers)
+13.9%
assets growth YoY

Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$11,638,385 Top 38% higher than 62% 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 Enterprises, Inc. 401(k) Profit Sharing Plan and Trust 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. Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 241 in the plan year 2022 filing to 324 in the plan year 2023 filing.
  • Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 736502479 · Monarch Enterprises, Inc. PY 2023 · 401(k)

Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust · $12M · 324 · 62nd

  • 5500 $12M
  • ASSETS 324
  • PCT 62nd
  • EIN 401(k)
  • RANK near The Verto Solutions, LLC 401(k) Plan
  • PHOTO ind #12357

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 Washington →

Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and TrustMonarch Enterprises, Inc. 40…$12MThe Verto Solutions, LLC 401(k) PlanThe Verto Solutions, LLC 401…$12MMarcus Schloss & Co., Inc. 401(k) PlanMarcus Schloss & Co., Inc. 4…$12MTidwell Group, LLC 401(k) PlanTidwell Group, LLC 401(k) Pl…$12MInfectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and TrustInfectious Diseases & Intern…$12M
End-of-year total assets ($M) among Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN736502479
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monarch Enterprises, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$11M 10.235062119546896% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.2M $11.3M ▲ +10.2%
Year Plans Participants Total Assets
2022 1 241 $10M
2023 1 324 $12M
2024 1 389 $11M

Nearby 401(k) Plans in Washington

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

Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.011638385 · Participants: 324Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is The Verto Solutions, LLC 401(k) Plan in DC ($12M); by covered participants it is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 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 Enterprises, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 13.9% during 2023, from $10M to $12M. Reported net income was $1M.
How have Monarch Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monarch Enterprises, Inc.'s sponsor-wide assets grew 10.2%, from $10M to $11M.
Which 401(k) plans are similar in size to Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Verto Solutions, LLC 401(k) Plan in DC ($12M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants, $24M 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 736502479.

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.