401(k) · DOL Form 5500 · 2023

Card-Monroe Corp. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
177
Participants Small participant base
72nd
Percentile by assets National rank
$111,269
Avg per participant Below avg balance/head
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Official DOL plan name: Card-Monroe Corp. 401(k) Plan · Sponsored by Card-Monroe Corp. · Tennessee · Manufacturing

$20M in assets, 177 participants

Card-Monroe Corp.'s Card-Monroe Corp. 401(k) Plan reported $20M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,626 in Manufacturing (18,722 peers)

Coverage in Tennessee

Card-Monroe Corp. 401(k) Plan covers 177 participants in Tennessee, about 16% of the average Tennessee filer (state average ~1,126 per filing). Assets: $20M.

#11,626
in Manufacturing (18,722 peers)
+19.3%
assets growth YoY

Card-Monroe Corp. 401(k) Plan's outsized position by total assets

Card-Monroe Corp. 401(k) Plan vs every filed plan by assets

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

$19,694,602 Top 28% higher than 72% 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

Card-Monroe Corp. 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. Card-Monroe Corp. 401(k) Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Card-Monroe Corp. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Card-Monroe Corp. 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Card-Monroe Corp. 401(k) Plan reported participants rose from 165 in the plan year 2022 filing to 177 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 621111183 · Card-Monroe Corp. PY 2023 · 401(k)

Card-Monroe Corp. 401(k) Plan · $20M · 177 · 72nd

  • EOY $20M
  • EOY 177
  • EOY 72nd
  • EOY 401(k)
  • EOY near Aes Clean Technology, Inc. 401(k) Plan
  • EOY ind #11626

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 Manufacturing retirement plans → · Plans in Tennessee →

Card-Monroe Corp. 401(k) Plan in the asset neighbourhood

Unite Retirement Savings Plan$20MCard-Monroe Corp. 401(k) Plan$20MAes Clean Technology, Inc. 401(k) PlanAes Clean Technology, Inc. 4…$20MSteven Douglas Associates LLC 401(k) Profit Sharing PlanSteven Douglas Associates LL…$20MThe Boyer Company Profit Sharing PlanThe Boyer Company Profit Sha…$20M
End-of-year total assets ($M) among Card-Monroe Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN621111183
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Card-Monroe Corp.)

Sponsor-wide plan assets over time

All Card-Monroe Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 26.68074234914265% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.5M $20.9M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 165 $17M
2023 1 177 $20M
2024 1 172 $21M

Nearby 401(k) Plans in Tennessee

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

Card-Monroe Corp. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Card-Monroe Corp. 401(k) Plan, Total assets ($B): 0.019694602 · Participants: 177Card-Monroe Corp. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Card-Monroe Corp. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Card-Monroe Corp. 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Aes Clean Technology, Inc. 401(k) Plan in PA ($20M); by covered participants it is Purolite 401(k) Plan in PA (177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Card-Monroe Corp. 401(k) Plan assets move in 2023? ▼
Card-Monroe Corp. 401(k) Plan grew sharply - up 19.3% during 2023, from $17M to $20M. Reported net income was $3M.
How have Card-Monroe Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Card-Monroe Corp.'s sponsor-wide assets grew 26.7%, from $17M to $21M.
Which 401(k) plans are similar in size to Card-Monroe Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aes Clean Technology, Inc. 401(k) Plan in PA ($20M, 346 participants).
Which 401(k) plans cover a similar participant headcount to Card-Monroe Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Purolite 401(k) Plan in PA (177 participants, N/A 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 621111183.

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.