Profit Sharing · DOL Form 5500 · 2023

Monarch Realty & Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
31st
Percentile by assets National rank
$214,314
Avg per participant Above avg balance/head
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Official DOL plan name: Monarch Realty & Management, Inc. Profit Sharing Plan and Trust · Sponsored by Monarch Realty & Management, Inc. · Louisiana · Real Estate

$2M in assets, 10 participants

Monarch Realty & Management, Inc.'s Monarch Realty & Management, Inc. Profit Sharing Plan and Trust reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,405 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Monarch Realty & Management, Inc. Profit Sharing Plan and Trust ranks #2,405 of 4,727 2023 filers by assets (1212% of the sector average)-$2M for 10 participants.

#2,405
in Real Estate (4,727 peers)
+29.5%
assets growth YoY

Monarch Realty & Management, Inc. Profit Sharing Plan and Trust among the smaller filed plans by assets

Monarch Realty & Management, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,143,141 31st percentile higher than 31% 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

Monarch Realty & Management, Inc. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monarch Realty & Management, Inc. Profit Sharing Plan and Trust is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monarch Realty & Management, Inc. Profit Sharing Plan and Trust reported net income rose from -$28K in the plan year 2022 filing to $488K in the plan year 2023 filing.
  • Monarch Realty & Management, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 720947911 · Monarch Realty & Management, Inc. PY 2023 · Profit Sharing

Monarch Realty & Management, Inc. Profit Sharing Plan and Trust · $2M · 10 · 31st

  • TYPE $2M
  • TYPE 10
  • TYPE 31st
  • TYPE Profit Sharing
  • TYPE near Jorge M. Suro Ballester Retirement Plan
  • TYPE ind #2405

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 Louisiana →

Monarch Realty & Management, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Oro Financial Retirement Plan$2MMonarch Realty & Management, Inc. Profit Sharing Plan and TrustMonarch Realty & Management,…$2MJorge M. Suro Ballester Retirement PlanJorge M. Suro Ballester Reti…$2MTarlson & Associates Profit Sharing PlanTarlson & Associates Profit …$2MRatliff and Jentho Cpa Profit Sharing PlanRatliff and Jentho Cpa Profi…$2M
End-of-year total assets ($M) among Monarch Realty & Management, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$488K
Employer EIN720947911
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monarch Realty & Management, Inc.)

Sponsor-wide plan assets over time

All Monarch Realty & Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 33.300613126340274% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.66M $2.21M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 10 $2M
2024 1 10 $2M

Nearby Profit Sharing Plans in Louisiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Monarch Realty & Management, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -200204060 Total assets ($M) Participants Monarch Realty & Management, Inc. Profit Sharing Plan and Trust, Total assets ($M): 2.143141 · Participants: 10Monarch Realty & Management, Inc. Profit Sharing Plan and TrustTaylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan, Total assets ($M): 48.357643 · Participants: 86Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing PlanLake Charles Memorial Health System Retirement Plan, Total assets ($M): 46.043154 · Participants: 2003Lake Charles Memorial Health System Retirement PlanPlumbers & Steamfitters Local 141 Annuity Plan, Total assets ($M): 12.688955 · Participants: 699Plumbers & Steamfitters Local 141 Annuity PlanCollegiate Academies 403(b) Plan, Total assets ($M): 10.961148 · Participants: 529Collegiate Academies 403(b) PlanService Tool Co., LLC Retirement Plan, Total assets ($M): 10.159208 · Participants: 95Service Tool Co., LLC Retirement Plan
Monarch Realty & Management, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Louisiana, assets vs. participants
Compare Monarch Realty & Management, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Monarch Realty & Management, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Louisiana, the nearest Profit Sharing by assets is Jorge M. Suro Ballester Retirement Plan in PR ($2M); by covered participants it is Dibs Co. Retirement Plan in MA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Monarch Realty & Management, Inc. Profit Sharing Plan and Trust assets move in 2023? ▼
Monarch Realty & Management, Inc. Profit Sharing Plan and Trust grew sharply - up 29.5% during 2023, from $2M to $2M. Reported net income was $488K.
How have Monarch Realty & Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monarch Realty & Management, Inc.'s sponsor-wide assets grew 33.3%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Monarch Realty & Management, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Jorge M. Suro Ballester Retirement Plan in PR ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Monarch Realty & Management, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dibs Co. Retirement Plan in MA (10 participants, $348K 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 720947911.

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.