401(k) · DOL Form 5500 · 2023

Monarch Funding Corp. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
6
Participants Small participant base
70th
Percentile by assets National rank
$2.9M
Avg per participant High balance/head
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Official DOL plan name: Monarch Funding Corp. Employees' Profit Sharing Plan · Sponsored by Monarch Funding Corp. · California · Real Estate

$18M in assets, 6 participants

Monarch Funding Corp.'s Monarch Funding Corp. Employees' Profit Sharing Plan reported $18M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,019 in Real Estate (4,727 peers)

Monarch Funding Corp. multi-year trail

Monarch Funding Corp.'s plans moved +16.6% in assets from 2022 to 2024; this filing shows Monarch Funding Corp. Employees' Profit Sharing Plan at $18M / 6 participants.

#4,019
in Real Estate (4,727 peers)
+6.2%
assets growth YoY

Monarch Funding Corp. Employees' Profit Sharing Plan's outsized position by total assets

Monarch Funding Corp. Employees' Profit Sharing Plan vs every filed plan by assets

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

$17,595,383 Top 30% higher than 70% 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 Funding Corp. Employees' Profit Sharing Plan 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 Funding Corp. Employees' Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monarch Funding Corp. Employees' Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Monarch Funding Corp. Employees' Profit Sharing Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Monarch Funding Corp. Employees' Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953363852 · Monarch Funding Corp. PY 2023 · 401(k)

Monarch Funding Corp. Employees' Profit Sharing Plan · $18M · 6 · 70th

  • RANK $18M
  • RANK 6
  • RANK 70th
  • RANK 401(k)
  • RANK near O. E. Meyer Co. 401(k) Plan
  • RANK ind #4019

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 California →

Monarch Funding Corp. Employees' Profit Sharing Plan in the asset neighbourhood

Monarch Funding Corp. Employees' Profit Sharing PlanMonarch Funding Corp. Employ…$18MO. E. Meyer Co. 401(k) Plan$18MDexter Magnetic Holdings, LLC 401(k) PlanDexter Magnetic Holdings, LL…$18MUnion Avenue Healthcare Inc. 401(k) PlanUnion Avenue Healthcare Inc.…$18MSheehan & Company, C.P.a., P.C. 401(k) Profit Sharing PlanSheehan & Company, C.P.a., P…$18M
End-of-year total assets ($M) among Monarch Funding Corp. Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Monarch Funding Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Monarch Funding Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 16.64665692265141% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.6M $19.3M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 7 $17M
2023 1 6 $18M
2024 1 6 $19M

Monarch Funding Corp. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN953363852
Plan Effective Date1987-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Monarch Funding Corp. Employees' Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Monarch Funding Corp. Employees' Profit Sharing Plan, Total assets ($B): 0.017595383 · Participants: 6Monarch Funding Corp. Employees' Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Monarch Funding Corp. Employees' Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Monarch Funding Corp. Employees' Profit Sharing Plan side-by-side with 3 peers →

Monarch Funding Corp. Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is O. E. Meyer Co. 401(k) Plan in OH ($18M); by covered participants it is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Funding Corp. Employees' Profit Sharing Plan assets move in 2023? ▼
Monarch Funding Corp. Employees' Profit Sharing Plan grew at a solid clip - up 6.2% during 2023, from $17M to $18M. Reported net income was $1M.
How have Monarch Funding Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monarch Funding Corp.'s sponsor-wide assets grew 16.6%, from $17M to $19M.
Which 401(k) plans are similar in size to Monarch Funding Corp. Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is O. E. Meyer Co. 401(k) Plan in OH ($18M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Monarch Funding Corp. Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants, $1M 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 953363852.

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.