401(k) · DOL Form 5500 · 2023

The Monroe Institute 401(k) Plan

Data updated 2026-08-25

$179K
Total assets Small plan by assets
29
Participants Small participant base
10th
Percentile by assets National rank
$6,169
Avg per participant Low balance/head
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Official DOL plan name: The Monroe Institute Retirement Plan · Sponsored by The Monroe Institute · Virginia · Educational Services

$179K in assets, 29 participants

The Monroe Institute's The Monroe Institute Retirement Plan reported $179K in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #283 in Educational Services (3,735 peers)

The Monroe Institute multi-year trail

The Monroe Institute's plans moved +55.5% in assets from 2022 to 2024; this filing shows The Monroe Institute Retirement Plan at $179K / 29 participants.

#283
in Educational Services (3,735 peers)
+25.7%
assets growth YoY

The Monroe Institute Retirement Plan among the smaller filed plans by assets

The Monroe Institute Retirement Plan vs every filed plan by assets

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

$178,900 10th percentile higher than 10% 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

The Monroe Institute Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Monroe Institute Retirement Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Monroe Institute Retirement Plan reported net income rose from -$72K in the plan year 2022 filing to $37K in the plan year 2023 filing.
  • The Monroe Institute Retirement Plan end-of-year assets rose from $142K in the plan year 2022 filing to $179K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 900681223 · The Monroe Institute PY 2023 · 401(k)

The Monroe Institute Retirement Plan · $179K · 29 · 10th

  • PART $179K
  • PART 29
  • PART 10th
  • PART 401(k)
  • PART near Do Better Business Co. 401(k) Plan
  • PART ind #283

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 Educational Services retirement plans → · Plans in Virginia →

The Monroe Institute Retirement Plan in the asset neighbourhood

The Monroe Institute Retirement PlanThe Monroe Institute Retirem…$179KDo Better Business Co. 401(k) PlanDo Better Business Co. 401(k…$179KThe Millican Insurance Agency Retirement PlanThe Millican Insurance Agenc…$179KBella Rose Farm, Inc. 401(k) Profit Sharing PlanBella Rose Farm, Inc. 401(k)…$179KCalista Group Inc. Retirement PlanCalista Group Inc. Retiremen…$179K
End-of-year total assets ($M) among The Monroe Institute Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Monroe Institute multi-year asset trail

Sponsor-wide plan assets over time

All The Monroe Institute plans reported in each filing year

Latest sponsor-wide plan assets
$221K 55.503326939426515% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M 202220232024 $0.14M $0.22M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 29 $142K
2023 1 29 $179K
2024 1 35 $221K

The Monroe Institute filing trail (2023)

Total Assets (Beginning of Year)$142K
Net Assets (End of Year)$179K
Net Income$37K
Employer EIN900681223
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

The Monroe Institute Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The Monroe Institute Retirement Plan, Total assets ($B): 0.0001789 · Participants: 29The Monroe Institute Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
The Monroe Institute Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare The Monroe Institute Retirement Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Do Better Business Co. 401(k) Plan in MI ($179K); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($179K here).

Similar participant headcount

Nearest other-state filings by covered participants (29 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 The Monroe Institute Retirement Plan assets move in 2023? ▼
The Monroe Institute Retirement Plan grew sharply - up 25.7% during 2023, from $142K to $179K. Reported net income was $37K.
How have The Monroe Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Monroe Institute's sponsor-wide assets grew 55.5%, from $142K to $221K.
Where does The Monroe Institute Retirement Plan rank by assets among Form 5500 filers? ▼
The Monroe Institute Retirement Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Monroe Institute Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Do Better Business Co. 401(k) Plan in MI ($179K, N/A participants).
Which 401(k) plans cover a similar participant headcount to The Monroe Institute Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M 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 900681223.

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.