401(k) · DOL Form 5500 · 2024
Monroe Energy, LLC 401(k) Plan
Data updated 2026-08-25
- $186M
- Total assets Near avg plan size
- 508
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $366,839
- Avg per participant High balance/head
Official DOL plan name: Monroe Energy Retirement Plan · Sponsored by Monroe Energy, LLC · Pennsylvania · Manufacturing
$186M in assets, 508 participants
Monroe Energy, LLC's Monroe Energy Retirement Plan reported $186M in total assets and 508 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #16,161 in Manufacturing (17,777 peers)
Where Monroe Energy Retirement Plan sits by assets
Monroe Energy Retirement Plan sits in the top 10% of all filed plans by assets, $186M for 508 participants (~$366,839/participant), up 18.5% in 2024.
- #16,161
- in Manufacturing (17,777 peers)
- +18.5%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Monroe Energy Retirement Plan's outsized position by total assets
Monroe Energy Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$186,354,378 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Monroe Energy Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monroe Energy Retirement Plan sits mid-pack in the medium band (508 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Monroe Energy Retirement Plan end-of-year assets rose from $157M in the plan year 2023 filing to $186M in the plan year 2024 filing.
- Monroe Energy Retirement Plan reported net income fell from $33M in the plan year 2023 filing to $29M in the plan year 2024 filing.
DOL schedule card
Filing strip 455201144 · Monroe Energy, LLC PY 2024 · 401(k)
Monroe Energy Retirement Plan · $186M · 508 · 94th
- SCH $186M
- SCH 508
- SCH 94th
- SCH 401(k)
- SCH near Vicor Corporation 401(k) Plan
- SCH ind #16161
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 Pennsylvania →
Monroe Energy Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $157M |
|---|---|
| Net Assets (End of Year) | $186M |
| Net Income | $29M |
| Employer EIN | 455201144 |
| Plan Effective Date | 2012-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monroe Energy, LLC)
Sponsor-wide plan assets over time
All Monroe Energy, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $186M 49.888950460641716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 484 | $124M |
| 2023 | 1 | 509 | $157M |
| 2024 | 1 | 508 | $186M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Monroe Energy Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Vicor Corporation 401(k) Plan in MA ($186M); by covered participants it is Genisys Credit Union 401(k) Plan in MI (508 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($186M here).
- Vicor Corporation 401(k) Plan (MA) $186M · 943
- Ducommun Incorporated Retirement Savings Plan (CA) $186M · 2,191
- Coeur Mining Defined Contribution and 401(k) Plan (IL) $186M · 1,140
- Coverys 401(k) Retirement Plan (MA) $186M · 575
Similar participant headcount
Nearest other-state filings by covered participants (508 participants); asset peers above are excluded.
- Genisys Credit Union 401(k) Plan (MI) 508 · 0 off
- Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan (CO) 508 · 0 off
- H & R Construction Parts & Equipment, Inc. 401(k) Plan (NY) 508 · 0 off
- Albea 401(k) Plan (NJ) 508 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.