401(k) · DOL Form 5500 · 2024
Monroe Energy, LLC 401(k) Plan
Data updated 2026-08-11
- $186M
- Total assets
- 508
- Participants
- 94th
- Percentile by assets
- $366,839
- Avg per participant
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.
- 94th percentile by assets (of 123,622 plans)
- #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.
- $186M
- total plan assets (2024 EOY)
- 508
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $366,839
- avg assets per participant
Where Monroe Energy Retirement Plan sits 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
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.
Monroe Energy Retirement Plan vs the 2024 asset distribution
By assets, Monroe Energy Retirement Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).
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)
| 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.
Monroe Energy Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Monroe Energy Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Monroe Energy Retirement Plan assets move in 2024? ▼
How have Monroe Energy, LLC plan assets changed over time? ▼
Where does Monroe Energy Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Monroe Energy Retirement Plan? ▼
Next read for Monroe Energy Retirement Plan
Scale reading
Ways to act on Monroe Energy Retirement Plan's numbers.
- By total assets, Monroe Energy Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Monroe Energy, LLC's sponsor-wide assets have grown 49.9% since 2022 across 3 plan years on file. More Manufacturing plans