401(k) · DOL Form 5500 · 2024

Monarch Logistics Inc. 401(k) Plan

Data updated 2026-08-25

$311K
Total assets Small plan by assets
N/A
Participants Small participant base
14th
Percentile by assets National rank
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Official DOL plan name: Monarch Logistics Inc. 401(k) Plan · Sponsored by Monarch Logistics Inc. · Arizona · Transportation & Warehousing

$311K in assets, N/A participants

Monarch Logistics Inc.'s Monarch Logistics Inc. 401(k) Plan reported $311K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #456 in Transportation & Warehousing (3,299 peers)

Monarch Logistics Inc. multi-year trail

Monarch Logistics Inc.'s plans moved +1261.4% in assets from 2022 to 2024; this filing shows Monarch Logistics Inc. 401(k) Plan at $311K / N/A participants.

#456
in Transportation & Warehousing (3,299 peers)
+149.0%
assets growth YoY

Monarch Logistics Inc. 401(k) Plan among the smaller filed plans by assets

Monarch Logistics Inc. 401(k) Plan vs every filed plan by assets

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

$311,192 14th percentile higher than 14% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Monarch Logistics Inc. 401(k) Plan reported net income rose from $24K in the plan year 2023 filing to $186K in the plan year 2024 filing.
  • Monarch Logistics Inc. 401(k) Plan end-of-year assets rose from $47K in the plan year 2023 filing to $311K in the plan year 2024 filing.
  • Monarch Logistics Inc. 401(k) Plan reported participants fell from 20 in the plan year 2023 filing to N/A in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 854009747 · Monarch Logistics Inc. PY 2024 · 401(k)

Monarch Logistics Inc. 401(k) Plan · $311K · N/A · 14th

  • PART $311K
  • PART N/A
  • PART 14th
  • PART 401(k)
  • PART near Cci 401(k) Trust
  • PART ind #456

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 Transportation & Warehousing retirement plans → · Plans in Arizona →

Monarch Logistics Inc. 401(k) Plan in the asset neighbourhood

Monarch Logistics Inc. 401(k) PlanMonarch Logistics Inc. 401(k…$311KCci 401(k) Trust$311KMe & You Investments Inc. 401(k) PlanMe & You Investments Inc. 40…$311KPri Enterprises, Inc. 401(k) PlanPri Enterprises, Inc. 401(k)…$311KFit & Fab of Psl, Inc. 401(k) Profit Sharing PlanFit & Fab of Psl, Inc. 401(k…$311K
End-of-year total assets ($M) among Monarch Logistics Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Monarch Logistics Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Monarch Logistics Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$311K 1261.4139469769884% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.02M $0.31M ▲ +1450.0%
Year Plans Participants Total Assets
2022 1 19 $23K
2023 1 20 $47K
2024 1 N/A $311K

Monarch Logistics Inc. filing trail (2024)

Total Assets (Beginning of Year)$125K
Net Assets (End of Year)$311K
Net Income$186K
Employer EIN854009747
Plan Effective Date2020-11-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Monarch Logistics Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Monarch Logistics Inc. 401(k) Plan, Total assets ($B): 0.000311192 · Participants: 0Monarch Logistics Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Monarch Logistics Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Monarch Logistics Inc. 401(k) Plan side-by-side with 3 peers →

Monarch Logistics Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Arizona, the nearest 401(k) by end-of-year assets is Cci 401(k) Trust in CO at $311K (this filing: $311K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($311K here).

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 Logistics Inc. 401(k) Plan assets move in 2024? ▼
Monarch Logistics Inc. 401(k) Plan surged - up 149.0% during 2024, from $125K to $311K. Reported net income was $186K.
How have Monarch Logistics Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monarch Logistics Inc.'s sponsor-wide assets grew 1261.4%, from $23K to $311K.
Where does Monarch Logistics Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Monarch Logistics Inc. 401(k) Plan ranks in the 14th 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 Logistics Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cci 401(k) Trust in CO ($311K, 1 participant).

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 854009747.

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.