401(k) · DOL Form 5500 · 2023

Monroe Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 299
Participants Below avg headcount: 39th
Percentile by assets National rank: $12,729
Avg per participant Low balance/head

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Official DOL plan name: Monroe Group 401(k) Plan · Sponsored by Monroe Group, Ltd. · Colorado · Real Estate

$4M in assets, 299 participants

Monroe Group, Ltd.'s Monroe Group 401(k) Plan reported $4M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

#2,805 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Monroe Group 401(k) Plan ranks #2,805 of 4,727 2023 filers by assets (682% of the sector average)-$4M for 299 participants.

#2,805
in Real Estate (4,727 peers): +24.8%
assets growth YoY

Monroe Group 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Monroe Group 401(k) Plan vs every filed plan by assets

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

$3,806,049 39th percentile higher than 39% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Monroe Group 401(k) 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 Group 401(k) Plan sits mid-pack in the medium band (299 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Monroe Group 401(k) Plan reported net income rose from $30K in the plan year 2022 filing to $755K in the plan year 2023 filing.
Monroe Group 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Monroe Group 401(k) Plan reported participants rose from 275 in the plan year 2022 filing to 299 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 320589349 · Monroe Group, Ltd. PY 2023 · 401(k)

Monroe Group 401(k) Plan · $4M · 299 · 39th

5500 $4M
ASSETS 299
PCT 39th
EIN 401(k)
RANK near Divine House 401(k) Plan
PHOTO ind #2805

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 Real Estate retirement plans → · Plans in Colorado →

End-of-year total assets ($M) among Monroe Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$755K
Employer EIN	320589349
Plan Effective Date	2020-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Monroe Group, Ltd.)

Latest sponsor-wide plan assets: $5M 51.700393511727505% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	275	$3M
2023	1	299	$4M
2024	1	314	$5M

Nearby 401(k) Plans in Colorado

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

Monroe Group 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Davita Retirement Savings Plan $3.3B · 57,711
Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
Woodward Retirement Savings Plan $1.8B · 5,847
Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491

Compare Monroe Group 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Divine House 401(k) Plan in MN ($4M); by covered participants it is Well Health 401(k) Plan in CA (299 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Divine House 401(k) Plan (MN) $4M · 1,697
Tsg Server & Storage Inc. 401(k) Profit Sharing Plan (MN) $4M · 8
Mainstream 401(k) Plan (UT) $4M · 25
Plummer Forest Products, Inc. Retirement Plan (ID) $4M · 72

Similar participant headcount

Nearest other-state filings by covered participants (299 participants); asset peers above are excluded.

Well Health 401(k) Plan (CA) 299 · 0 off
Lighthouse Hr Services,LLC 401(k) Plan (FL) 299 · 0 off
Marion and Polk Schools Credit Union 401(k) Plan (OR) 299 · 0 off
Steinman Communications Retirement Savings Plan (PA) 299 · 0 off

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 Group 401(k) Plan assets move in 2023? ▼

Monroe Group 401(k) Plan grew sharply - up 24.8% during 2023, from $3M to $4M. Reported net income was $755K.

How have Monroe Group, Ltd. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Monroe Group, Ltd.'s sponsor-wide assets grew 51.7%, from $3M to $5M.

Which 401(k) plans are similar in size to Monroe Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Divine House 401(k) Plan in MN ($4M, 1,697 participants).

Which 401(k) plans cover a similar participant headcount to Monroe Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Well Health 401(k) Plan in CA (299 participants, $11M 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 320589349.