401(k) · DOL Form 5500 · 2024

Monarch Lathes L.P. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
15
Participants Small participant base
41st
Percentile by assets National rank
$319,253
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Monarch Lathes 401(k) Plan · Sponsored by Monarch Lathes L.P. · Ohio · Manufacturing

$5M in assets, 15 participants

Monarch Lathes L.P.'s Monarch Lathes 401(k) Plan reported $5M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,314 in Manufacturing (17,777 peers)

Monarch Lathes L.P. multi-year trail

Monarch Lathes L.P.'s plans moved +32.6% in assets from 2022 to 2024; this filing shows Monarch Lathes 401(k) Plan at $5M / 15 participants.

#4,314
in Manufacturing (17,777 peers)
+7.8%
assets growth YoY

Monarch Lathes 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Monarch Lathes 401(k) Plan vs every filed plan by assets

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

$4,788,792 41st percentile higher than 41% 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 Lathes 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monarch Lathes 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Monarch Lathes 401(k) Plan reported net income fell from $831K in the plan year 2023 filing to $347K in the plan year 2024 filing.
  • Monarch Lathes 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Monarch Lathes 401(k) Plan reported participants rose from 14 in the plan year 2023 filing to 15 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 311544352 · Monarch Lathes L.P. PY 2024 · 401(k)

Monarch Lathes 401(k) Plan · $5M · 15 · 41st

  • 5500 $5M
  • 5500 15
  • 5500 41st
  • 5500 401(k)
  • 5500 near Firemens Association of the State of New York 401(k) Retirement Plan
  • 5500 ind #4314

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 Ohio →

Monarch Lathes 401(k) Plan in the asset neighbourhood

Monarch Lathes 401(k) Plan$5MFiremens Association of the State of New York 401(k) Retirement PlanFiremens Association of the …$5MBoys & Girls Clubs of Greater Northwest Indiana 401(k) PlanBoys & Girls Clubs of Greate…$5MWinter Park Imports, Inc. 401(k) Profit Sharing PlanWinter Park Imports, Inc. 40…$5MRoedel Companies, LLC 401(k) PlanRoedel Companies, LLC 401(k)…$5M
End-of-year total assets ($M) among Monarch Lathes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Monarch Lathes L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Monarch Lathes L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 32.63213520701095% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.61M $4.79M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 15 $4M
2023 1 14 $4M
2024 1 15 $5M

Monarch Lathes L.P. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$347K
Employer EIN311544352
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Monarch Lathes 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Monarch Lathes 401(k) Plan, Total assets ($B): 0.004788792 · Participants: 15Monarch Lathes 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Monarch Lathes 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Monarch Lathes 401(k) Plan side-by-side with 3 peers →

Monarch Lathes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Firemens Association of the State of New York 401(k) Retirement Plan in NY ($5M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Lathes 401(k) Plan assets move in 2024? ▼
Monarch Lathes 401(k) Plan grew at a solid clip - up 7.8% during 2024, from $4M to $5M. Reported net income was $347K.
How have Monarch Lathes L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monarch Lathes L.P.'s sponsor-wide assets grew 32.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Monarch Lathes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Firemens Association of the State of New York 401(k) Retirement Plan in NY ($5M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Monarch Lathes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K 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 311544352.

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.