401(k) · DOL Form 5500 · 2023

Monroe Medi-Trans, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
210
Participants Below avg headcount
37th
Percentile by assets National rank
$15,280
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Monroe Medi-Trans, Inc. Employee 401(k) Plan · Sponsored by Monroe Medi-Trans, Inc. · New York · Healthcare & Social Assistance

$3M in assets, 210 participants

Monroe Medi-Trans, Inc.'s Monroe Medi-Trans, Inc. Employee 401(k) Plan reported $3M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,710 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Monroe Medi-Trans, Inc. Employee 401(k) Plan covers 210 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $3M.

#6,710
in Healthcare & Social Assistance (17,684 peers)
+16.7%
assets growth YoY

Monroe Medi-Trans, Inc. Employee 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Monroe Medi-Trans, Inc. Employee 401(k) Plan vs every filed plan by assets

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

$3,208,778 37th percentile higher than 37% 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 Medi-Trans, Inc. Employee 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. Monroe Medi-Trans, Inc. Employee 401(k) Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monroe Medi-Trans, Inc. Employee 401(k) Plan reported net income rose from -$508K in the plan year 2022 filing to $458K in the plan year 2023 filing.
  • Monroe Medi-Trans, Inc. Employee 401(k) Plan reported participants rose from 129 in the plan year 2022 filing to 210 in the plan year 2023 filing.
  • Monroe Medi-Trans, Inc. Employee 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 161043764 · Monroe Medi-Trans, Inc. PY 2023 · 401(k)

Monroe Medi-Trans, Inc. Employee 401(k) Plan · $3M · 210 · 37th

  • PCT $3M
  • EIN 210
  • RANK 37th
  • PHOTO 401(k)
  • IND near Anderton Group II, Ltd. 401(k) Plan
  • EOY ind #6710

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 York →

Monroe Medi-Trans, Inc. Employee 401(k) Plan in the asset neighbourhood

Monroe Medi-Trans, Inc. Employee 401(k) PlanMonroe Medi-Trans, Inc. Empl…$3MAnderton Group II, Ltd. 401(k) PlanAnderton Group II, Ltd. 401(…$3MSouthwest Hazard Control, Inc. Employees' Savings and Profit Sharing PlanSouthwest Hazard Control, In…$3MPetroleum Marketing Group 401(k) Profit Sharing Plan and TrustPetroleum Marketing Group 40…$3MIbc Advanced Alloys 401(k) PlanIbc Advanced Alloys 401(k) P…$3M
End-of-year total assets ($M) among Monroe Medi-Trans, Inc. Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$458K
Employer EIN161043764
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monroe Medi-Trans, Inc.)

Sponsor-wide plan assets over time

All Monroe Medi-Trans, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.00016906822321% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.75M $3.16M ▲ +14.9%
Year Plans Participants Total Assets
2022 1 129 $3M
2023 1 210 $3M
2024 1 201 $3M

Nearby 401(k) Plans in New York

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

Monroe Medi-Trans, Inc. Employee 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Monroe Medi-Trans, Inc. Employee 401(k) Plan, Total assets ($B): 0.003208778 · Participants: 210Monroe Medi-Trans, Inc. Employee 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Monroe Medi-Trans, Inc. Employee 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Monroe Medi-Trans, Inc. Employee 401(k) Plan side-by-side with 3 peers →

Monroe Medi-Trans, Inc. Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Anderton Group II, Ltd. 401(k) Plan in TX ($3M); by covered participants it is B.E.a.T., LLC 401(k) Plan in TX (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Medi-Trans, Inc. Employee 401(k) Plan assets move in 2023? ▼
Monroe Medi-Trans, Inc. Employee 401(k) Plan grew sharply - up 16.7% during 2023, from $3M to $3M. Reported net income was $458K.
How have Monroe Medi-Trans, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monroe Medi-Trans, Inc.'s sponsor-wide assets grew 15.0%, from $3M to $3M.
Which 401(k) plans are similar in size to Monroe Medi-Trans, Inc. Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anderton Group II, Ltd. 401(k) Plan in TX ($3M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Monroe Medi-Trans, Inc. Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is B.E.a.T., LLC 401(k) Plan in TX (210 participants, $8M 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 161043764.

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.