Other · DOL Form 5500 · 2023
MONARCH Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 1,646
- Participants Near avg headcount
- 62nd
- Percentile by assets National rank
- $7,239
- Avg per participant Low balance/head
Official DOL plan name: Monarch 403(b) Plan · Sponsored by MONARCH · North Carolina · Other Services
$12M in assets, 1,646 participants
MONARCH's Monarch 403(b) Plan reported $12M in total assets and 1,646 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #6,193 in Other Services (7,857 peers)
Coverage in North Carolina
Monarch 403(b) Plan covers 1,646 participants in North Carolina, 2.0x the typical North Carolina plan (state average ~819 per filing). Assets: $12M.
- #6,193
- in Other Services (7,857 peers)
- +6.7%
- assets growth YoY
Monarch 403(b) Plan's mid-pack asset rank among Other Services and all filers
Monarch 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,915,073 Top 38% higher than 62% 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
Monarch 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monarch 403(b) Plan lands in the large band (1,646 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Monarch 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $747K in the plan year 2023 filing.
- Monarch 403(b) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Monarch 403(b) Plan reported participants rose from 1,581 in the plan year 2022 filing to 1,646 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 561326126 · MONARCH PY 2023 · Other
Monarch 403(b) Plan · $12M · 1,646 · 62nd
- EBSA $12M
- EBSA 1,646
- EBSA 62nd
- EBSA Other
- EBSA near National Council of Juvenile and Family Court Judges 403(b) Plan
- EBSA ind #6193
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 Other Services retirement plans → · Plans in North Carolina →
Monarch 403(b) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $747K |
| Employer EIN | 561326126 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (MONARCH)
Sponsor-wide plan assets over time
All MONARCH plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 30.35227544711257% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,581 | $11M |
| 2023 | 1 | 1,646 | $12M |
| 2024 | 1 | 1,567 | $15M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $9.0B · 44,809
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
Monarch 403(b) Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is National Council of Juvenile and Family Court Judges 403(b) Plan in NV ($12M); by covered participants it is Medical Faculty Associates 403(b) Plan in DC (1,644 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,646 participants); asset peers above are excluded.
- Medical Faculty Associates 403(b) Plan (DC) 1,644 · 2 off
- Center for Family Support, Inc Retirement Plan (NY) 1,643 · 3 off
- Bristol Hospital & Health Care Group 403(b) Plan (CT) 1,650 · 4 off
- Lincoln Center Tax Deferred 403(b) Plan (NY) 1,650 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.