401(k) · DOL Form 5500 · 2024

Monarch Crest Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$549K
Total assets Small plan by assets
6
Participants Small participant base
18th
Percentile by assets National rank
$91,430
Avg per participant Below avg balance/head
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Official DOL plan name: Monarch Crest Capital, Inc. 401(k) Plan · Sponsored by Monarch Crest Capital, Inc. · Colorado · Manufacturing

$549K in assets, 6 participants

Monarch Crest Capital, Inc.'s Monarch Crest Capital, Inc. 401(k) Plan reported $549K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,276 in Manufacturing (17,777 peers)

Monarch Crest Capital, Inc. multi-year trail

Monarch Crest Capital, Inc.'s plans moved -15.7% in assets from 2022 to 2024; this filing shows Monarch Crest Capital, Inc. 401(k) Plan at $549K / 6 participants.

#1,276
in Manufacturing (17,777 peers)
-11.1%
assets change YoY

The plan reported a net loss of $68K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monarch Crest Capital, Inc. 401(k) Plan among the smaller filed plans by assets

Monarch Crest Capital, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$548,577 18th percentile higher than 18% of 123,620 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 2024

Monarch Crest Capital, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monarch Crest Capital, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Monarch Crest Capital, Inc. 401(k) Plan reported net income fell from -$34K in the plan year 2023 filing to -$68K in the plan year 2024 filing.
  • Monarch Crest Capital, Inc. 401(k) Plan reported participants fell from 9 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Monarch Crest Capital, Inc. 401(k) Plan end-of-year assets fell from $617K in the plan year 2023 filing to $549K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 825466132 · Monarch Crest Capital, Inc. PY 2024 · 401(k)

Monarch Crest Capital, Inc. 401(k) Plan · $549K · 6 · 18th

  • PART $549K
  • TYPE 6
  • NET 18th
  • BOOK 401(k)
  • VS-ST near Fitness Matters Inc. 401(k) Plan
  • BOY ind #1276

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 Manufacturing retirement plans → · Plans in Colorado →

Monarch Crest Capital, Inc. 401(k) Plan in the asset neighbourhood

Monarch Crest Capital, Inc. 401(k) PlanMonarch Crest Capital, Inc. …$549KFitness Matters Inc. 401(k) PlanFitness Matters Inc. 401(k) …$549KWestmoreland Drug and Alcohol Commission, Inc. 401(a) PlanWestmoreland Drug and Alcoho…$549KSanford & Company, P.a. 401(k) Profit Sharing PlanSanford & Company, P.a. 401(…$549KArcnv, Inc. 401(k) Plan$549K
End-of-year total assets ($M) among Monarch Crest Capital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Monarch Crest Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Monarch Crest Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$549K 15.698863592706708% vs 2022
2024 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M 202220232024 $0.65M $0.55M ▼ -15.4%
Year Plans Participants Total Assets
2022 1 8 $651K
2023 1 9 $617K
2024 1 6 $549K

Monarch Crest Capital, Inc. filing trail (2024)

Total Assets (Beginning of Year)$617K
Net Assets (End of Year)$549K
Net Income-$68K
Employer EIN825466132
Plan Effective Date2019-03-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Monarch Crest Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Monarch Crest Capital, Inc. 401(k) Plan, Total assets ($B): 0.000548577 · Participants: 6Monarch Crest Capital, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Monarch Crest Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Monarch Crest Capital, Inc. 401(k) Plan side-by-side with 3 peers →

Monarch Crest Capital, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Fitness Matters Inc. 401(k) Plan in UT ($549K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($549K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Monarch Crest Capital, Inc. 401(k) Plan assets move in 2024? ▼
Monarch Crest Capital, Inc. 401(k) Plan pulled back noticeably - down 11.1% during 2024, from $617K to $549K. Reported net income was -$68K.
How have Monarch Crest Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monarch Crest Capital, Inc.'s sponsor-wide assets declined 15.7%, from $651K to $549K.
Where does Monarch Crest Capital, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Monarch Crest Capital, Inc. 401(k) Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Monarch Crest Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fitness Matters Inc. 401(k) Plan in UT ($549K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Monarch Crest Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 825466132.

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.