401(k) · DOL Form 5500 · 2023

Monroe Plan for Medical Care, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
200
Participants Below avg headcount
76th
Percentile by assets National rank
$120,510
Avg per participant Near avg balance/head
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Official DOL plan name: Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan · Sponsored by Monroe Plan for Medical Care, Inc. · New York · Finance & Insurance

$24M in assets, 200 participants

Monroe Plan for Medical Care, Inc.'s Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan reported $24M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,637 in Finance & Insurance (8,869 peers)

Coverage in New York

Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan covers 200 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $24M.

#5,637
in Finance & Insurance (8,869 peers)
-0.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $100K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan's outsized position by total assets

Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$24,102,068 Top 24% higher than 76% 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 Plan for Medical Care, Inc. 401(k) 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 Plan for Medical Care, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to -$100K in the plan year 2023 filing.
  • Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan reported participants rose from 168 in the plan year 2022 filing to 200 in the plan year 2023 filing.
  • Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan end-of-year assets fell from $24M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 160973194 · Monroe Plan for Medical Care, Inc. PY 2023 · 401(k)

Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan · $24M · 200 · 76th

  • PART $24M
  • TYPE 200
  • NET 76th
  • BOOK 401(k)
  • VS-ST near Beckett Gas, Inc. 401(k) Plan
  • BOY ind #5637

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 Finance & Insurance retirement plans → · Plans in New York →

Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan in the asset neighbourhood

Monroe Plan for Medical Care, Inc. 401(k) Retirement PlanMonroe Plan for Medical Care…$24MBeckett Gas, Inc. 401(k) Plan$24MPrimient Hourly Comprehensive Retirement PlanPrimient Hourly Comprehensiv…$24MDan's Excavating, Inc. 401(k) PlanDan's Excavating, Inc. 401(k…$24MImpact Xm Retirement Plan$24M
End-of-year total assets ($M) among Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$24M
Net Income-$100K
Employer EIN160973194
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monroe Plan for Medical Care, Inc.)

Sponsor-wide plan assets over time

All Monroe Plan for Medical Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 4.036943708533887% vs 2022
2024 filing year
$23.5M$24M$24.5M$25M$25.5M 202220232024 $24.2M $25.2M ▲ +4.0%
Year Plans Participants Total Assets
2022 1 168 $24M
2023 1 200 $24M
2024 1 200 $25M

Nearby 401(k) Plans in New York

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

Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan, Total assets ($B): 0.024102068 · Participants: 200Monroe Plan for Medical Care, Inc. 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Beckett Gas, Inc. 401(k) Plan in OH ($24M); by covered participants it is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Plan for Medical Care, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan held essentially flat - down 0.4% during 2023, from $24M to $24M. Reported net income was -$100K.
How have Monroe Plan for Medical Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monroe Plan for Medical Care, Inc.'s sponsor-wide assets grew 4.0%, from $24M to $25M.
Where does Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beckett Gas, Inc. 401(k) Plan in OH ($24M, 454 participants).
Which 401(k) plans cover a similar participant headcount to Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants, $443 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 160973194.

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.