401(k) · DOL Form 5500 · 2023
The Arc of Monmouth, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 461
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $18,053
- Avg per participant Low balance/head
Official DOL plan name: Safe-Harbor 403(b) Thrift Plan for the Arc of Monmouth, Inc. · Sponsored by The Arc of Monmouth, Inc. · New Jersey · Healthcare & Social Assistance
$8M in assets, 461 participants
The Arc of Monmouth, Inc.'s Safe-Harbor 403(b) Thrift Plan for the Arc of Monmouth, Inc. reported $8M in total assets and 461 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #10,646 in Healthcare & Social Assistance (17,684 peers)
The Arc of Monmouth, Inc. multi-year trail
The Arc of Monmouth, Inc.'s plans moved +13.3% in assets from 2022 to 2024; this filing shows Safe-Harbor 403(b) Thrift Plan for the Arc of Monmouth, Inc. at $8M / 461 participants.
- #10,646
- in Healthcare & Social Assistance (17,684 peers)
- +7.8%
- assets growth YoY
Safe-Harbor 403(b) Thrift Plan for the Arc of Monmouth, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Safe-Harbor 403(b) Thrift Plan for the Arc of Monmouth, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,322,620 Top 45% higher than 55% 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
Safe-Harbor 403(b) Thrift Plan for the Arc of Monmouth, Inc. 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. Safe-Harbor 403(b) Thrift Plan for the Arc of Monmouth, Inc. sits mid-pack in the medium band (461 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Safe-Harbor 403(b) Thrift Plan for the Arc of Monmouth, Inc. reported net income rose from -$713K in the plan year 2022 filing to $583K in the plan year 2023 filing.
- Safe-Harbor 403(b) Thrift Plan for the Arc of Monmouth, Inc. reported participants rose from 190 in the plan year 2022 filing to 461 in the plan year 2023 filing.
- Safe-Harbor 403(b) Thrift Plan for the Arc of Monmouth, Inc. end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 210657022 · The Arc of Monmouth, Inc. PY 2023 · 401(k)
Safe-Harbor 403(b) Thrift Plan for the Arc of Monmouth, Inc. · $8M · 461 · 55th
- ASSETS $8M
- ASSETS 461
- ASSETS 55th
- ASSETS 401(k)
- ASSETS near Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust
- ASSETS ind #10646
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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →
Safe-Harbor 403(b) Thrift Plan for the Arc of Monmouth, Inc. in the asset neighbourhood
The Arc of Monmouth, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Arc of Monmouth, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 13.28892326630902% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 190 | $8M |
| 2023 | 1 | 461 | $8M |
| 2024 | 1 | 585 | $9M |
The Arc of Monmouth, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $583K |
| Employer EIN | 210657022 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Safe-Harbor 403(b) Thrift Plan for the Arc of Monmouth, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust in IL ($8M); by covered participants it is Kraus-Anderson, Incorporated Savings Plan in MN (461 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (461 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.