401(k) · DOL Form 5500 · 2023
Monroe College, Ltd. 401(k) Plan
Data updated 2026-08-25
- $91M
- Total assets Below avg plan size
- 577
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $157,511
- Avg per participant Above avg balance/head
Official DOL plan name: Monroe College, Ltd. Retirement Savings Plan · Sponsored by Monroe College, Ltd. · New York · Educational Services
$91M in assets, 577 participants
Monroe College, Ltd.'s Monroe College, Ltd. Retirement Savings Plan reported $91M in total assets and 577 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #3,120 in Educational Services (3,735 peers)
Where Monroe College, Ltd. Retirement Savings Plan sits by assets
Monroe College, Ltd. Retirement Savings Plan sits in the top 10% of all filed plans by assets, $91M for 577 participants (~$157,511/participant), up 12.9% in 2023.
- #3,120
- in Educational Services (3,735 peers)
- +12.9%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Monroe College, Ltd. Retirement Savings Plan's outsized position by total assets
Monroe College, Ltd. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$90,883,734 Top 9% higher than 91% 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 College, Ltd. Retirement Savings 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 College, Ltd. Retirement Savings Plan sits mid-pack in the medium band (577 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Monroe College, Ltd. Retirement Savings Plan reported net income rose from -$19M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Monroe College, Ltd. Retirement Savings Plan end-of-year assets rose from $81M in the plan year 2022 filing to $91M in the plan year 2023 filing.
- Monroe College, Ltd. Retirement Savings Plan reported participants fell from 592 in the plan year 2022 filing to 577 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 132501225 · Monroe College, Ltd. PY 2023 · 401(k)
Monroe College, Ltd. Retirement Savings Plan · $91M · 577 · 91st
- VS-ST $91M
- BOY 577
- SCH 91st
- EBSA 401(k)
- PART near Unite Here Local 26 401(k) Plan
- TYPE ind #3120
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 New York →
Monroe College, Ltd. Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $81M |
|---|---|
| Net Assets (End of Year) | $91M |
| Net Income | $10M |
| Employer EIN | 132501225 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monroe College, Ltd.)
Sponsor-wide plan assets over time
All Monroe College, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 25.130417373970005% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 592 | $81M |
| 2023 | 1 | 577 | $91M |
| 2024 | 1 | 584 | $101M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Monroe College, Ltd. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Unite Here Local 26 401(k) Plan in MA ($91M); by covered participants it is Breg, Inc. 401(k) Plan in CA (577 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($91M here).
- Unite Here Local 26 401(k) Plan (MA) $91M · 2,654
- Kbi Biopharma 401(k) Retirement Plan (NC) $91M · 1,633
- Dermatology Associates Retirement Plan (TX) $91M · 1,342
- Gs1 US 401(k) Profit Sharing Plan (NJ) $91M · 243
Similar participant headcount
Nearest other-state filings by covered participants (577 participants); asset peers above are excluded.
- Breg, Inc. 401(k) Plan (CA) 577 · 0 off
- Hamricks Corporation 401(k) Retirement Plan (SC) 577 · 0 off
- J-W Power Company Employee Profit Sharing Trust and 401(k) Plan (TX) 577 · 0 off
- Blarney Castle Oil Co. 401(k) Plan (MI) 577 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.