401(k) · DOL Form 5500 · 2023

Monroe, Sweeris & Tromp, PLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
13
Participants Small participant base
41st
Percentile by assets National rank
$322,900
Avg per participant High balance/head
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Official DOL plan name: Monroe, Sweeris & Tromp PLC Savings and Retirement · Sponsored by Monroe, Sweeris & Tromp, PLC · Michigan · Professional & Technical Services

$4M in assets, 13 participants

Monroe, Sweeris & Tromp, PLC's Monroe, Sweeris & Tromp PLC Savings and Retirement reported $4M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,842 in Professional & Technical Services (20,321 peers)

Monroe, Sweeris & Tromp, PLC multi-year trail

Monroe, Sweeris & Tromp, PLC's plans moved -21.3% in assets from 2022 to 2024; this filing shows Monroe, Sweeris & Tromp PLC Savings and Retirement at $4M / 13 participants.

#7,842
in Professional & Technical Services (20,321 peers)
+19.3%
assets growth YoY

Monroe, Sweeris & Tromp PLC Savings and Retirement's mid-pack asset rank among Professional & Technical Services and all filers

Monroe, Sweeris & Tromp PLC Savings and Retirement vs every filed plan by assets

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

$4,197,696 41st percentile higher than 41% 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

Monroe, Sweeris & Tromp PLC Savings and Retirement among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monroe, Sweeris & Tromp PLC Savings and Retirement is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monroe, Sweeris & Tromp PLC Savings and Retirement reported net income rose from -$1M in the plan year 2022 filing to $680K in the plan year 2023 filing.
  • Monroe, Sweeris & Tromp PLC Savings and Retirement end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 382621598 · Monroe, Sweeris & Tromp, PLC PY 2023 · 401(k)

Monroe, Sweeris & Tromp PLC Savings and Retirement · $4M · 13 · 41st

  • NET $4M
  • NET 13
  • NET 41st
  • NET 401(k)
  • NET near Mandli Communications, Inc. 401(k) Profit Sharing Plan and Trust
  • NET ind #7842

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Monroe, Sweeris & Tromp PLC Savings and Retirement in the asset neighbourhood

Monroe, Sweeris & Tromp PLC Savings and RetirementMonroe, Sweeris & Tromp PLC …$4MMandli Communications, Inc. 401(k) Profit Sharing Plan and TrustMandli Communications, Inc. …$4MChalmers Development Corporation Dba Spire Integrated Solutions 401(k) PlanChalmers Development Corpora…$4MCgrs, Inc. 401(k) Profit Sharing PlanCgrs, Inc. 401(k) Profit Sha…$4MMetropolitan Data Solutions Management Co., Inc. 401(k) PlanMetropolitan Data Solutions …$4M
End-of-year total assets ($M) among Monroe, Sweeris & Tromp PLC Savings and Retirement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Monroe, Sweeris & Tromp, PLC multi-year asset trail

Sponsor-wide plan assets over time

All Monroe, Sweeris & Tromp, PLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.30813688225898% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.52M $2.77M ▼ -21.3%
Year Plans Participants Total Assets
2022 1 13 $4M
2023 1 13 $4M
2024 1 11 $3M

Monroe, Sweeris & Tromp, PLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$680K
Employer EIN382621598
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Monroe, Sweeris & Tromp PLC Savings and Retirement vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Monroe, Sweeris & Tromp PLC Savings and Retirement, Total assets ($B): 0.004197696 · Participants: 13Monroe, Sweeris & Tromp PLC Savings and RetirementGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Monroe, Sweeris & Tromp PLC Savings and Retirement vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Monroe, Sweeris & Tromp PLC Savings and Retirement side-by-side with 3 peers →

Monroe, Sweeris & Tromp PLC Savings and Retirement's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Mandli Communications, Inc. 401(k) Profit Sharing Plan and Trust in WI ($4M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Monroe, Sweeris & Tromp PLC Savings and Retirement assets move in 2023? ▼
Monroe, Sweeris & Tromp PLC Savings and Retirement grew sharply - up 19.3% during 2023, from $4M to $4M. Reported net income was $680K.
How have Monroe, Sweeris & Tromp, PLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monroe, Sweeris & Tromp, PLC's sponsor-wide assets declined 21.3%, from $4M to $3M.
Which 401(k) plans are similar in size to Monroe, Sweeris & Tromp PLC Savings and Retirement? ▼
Among 401(k) plans in other states, the closest by assets is Mandli Communications, Inc. 401(k) Profit Sharing Plan and Trust in WI ($4M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Monroe, Sweeris & Tromp PLC Savings and Retirement? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 382621598.

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.