401(k) · DOL Form 5500 · 2024

Monroe Plan for Medical Care, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
200
Participants Below avg headcount
74th
Percentile by assets National rank
$125,897
Avg per participant Near avg balance/head
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Official DOL plan name: Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan · Sponsored by Monroe Plan for Medical Care, Inc. · New York · Finance & Insurance

$25M in assets, 200 participants

Monroe Plan for Medical Care, Inc.'s Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan reported $25M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,191 in Finance & Insurance (8,549 peers)

Coverage in New York

Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan covers 200 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $25M.

#5,191
in Finance & Insurance (8,549 peers)
+4.5%
assets growth YoY

Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan's outsized position by total assets

Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$25,179,482 Top 26% higher than 74% 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

Monroe Plan for Medical Care, Inc. 401(k) 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 Plan for Medical Care, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan reported net income rose from -$100K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan end-of-year assets rose from $24M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 160973194 · Monroe Plan for Medical Care, Inc. PY 2024 · 401(k)

Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan · $25M · 200 · 74th

  • EIN $25M
  • EIN 200
  • EIN 74th
  • EIN 401(k)
  • EIN near Stewart Bros., Inc. 401(k) Profit Sharing Plan
  • EIN ind #5191

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 Finance & Insurance retirement plans → · Plans in New York →

Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan in the asset neighbourhood

Monroe Plan for Medical Care, Inc. 401(k) Retirement PlanMonroe Plan for Medical Care…$25MStewart Bros., Inc. 401(k) Profit Sharing PlanStewart Bros., Inc. 401(k) P…$25MSteel-Craft Corp. of Hartford Employees' 401(k) Profit-Sharing PlanSteel-Craft Corp. of Hartfor…$25MFirst State Bank of St. Charles Missouri 401(k) PlanFirst State Bank of St. Char…$25MConnecticut Business and Industry Association, Inc. 401(k) PlanConnecticut Business and Ind…$25M
End-of-year total assets ($M) among Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$25M
Net Income$1M
Employer EIN160973194
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monroe Plan for Medical Care, Inc.)

Sponsor-wide plan assets over time

All Monroe Plan for Medical Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 4.036943708533887% vs 2022
2024 filing year
$23.5M$24M$24.5M$25M$25.5M 202220232024 $24.2M $25.2M ▲ +4.0%
Year Plans Participants Total Assets
2022 1 168 $24M
2023 1 200 $24M
2024 1 200 $25M

Nearby 401(k) Plans in New York

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

Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan, Total assets ($B): 0.025179482 · Participants: 200Monroe Plan for Medical Care, Inc. 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Stewart Bros., Inc. 401(k) Profit Sharing Plan in GA ($25M); by covered participants it is Tata Elxsi 401(k) Plan in MI (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan edged up modestly - up 4.5% during 2024, from $24M to $25M. Reported net income was $1M.
How have Monroe Plan for Medical Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monroe Plan for Medical Care, Inc.'s sponsor-wide assets grew 4.0%, from $24M to $25M.
Which 401(k) plans are similar in size to Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stewart Bros., Inc. 401(k) Profit Sharing Plan in GA ($25M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tata Elxsi 401(k) Plan in MI (200 participants, $587K 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 160973194.

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.