401(k) · DOL Form 5500 · 2024

Monroe Capital LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
213
Participants Below avg headcount
82nd
Percentile by assets National rank
$194,332
Avg per participant Above avg balance/head
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Official DOL plan name: Monroe Capital LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Monroe Capital LLC · Illinois · Other Services

$41M in assets, 213 participants

Monroe Capital LLC's Monroe Capital LLC 401(k) Profit Sharing Plan and Trust reported $41M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,059 in Other Services (7,719 peers)

Coverage in Illinois

Monroe Capital LLC 401(k) Profit Sharing Plan and Trust covers 213 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $41M.

#7,059
in Other Services (7,719 peers)
+33.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Monroe Capital LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Monroe Capital LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$41,392,698 Top 18% higher than 82% 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 Capital LLC 401(k) Profit Sharing Plan and Trust 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 Capital LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Monroe Capital LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $31M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Monroe Capital LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Monroe Capital LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 199 in the plan year 2023 filing to 213 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 201790541 · Monroe Capital LLC PY 2024 · 401(k)

Monroe Capital LLC 401(k) Profit Sharing Plan and Trust · $41M · 213 · 82nd

  • NET $41M
  • BOOK 213
  • VS-ST 82nd
  • BOY 401(k)
  • SCH near Condon-Johnson & Associates, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #7059

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 Other Services retirement plans → · Plans in Illinois →

Monroe Capital LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Pmgm Savings Plan$41MElliott-Lewis Corporation 401(k) Savings PlanElliott-Lewis Corporation 40…$41MMonroe Capital LLC 401(k) Profit Sharing Plan and TrustMonroe Capital LLC 401(k) Pr…$41MCondon-Johnson & Associates, Inc. 401(k) Profit Sharing PlanCondon-Johnson & Associates,…$41MAlbert Kemperle, Inc. Retirement TrustAlbert Kemperle, Inc. Retire…$41M
End-of-year total assets ($M) among Monroe Capital LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$41M
Net Income$10M
Employer EIN201790541
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monroe Capital LLC)

Sponsor-wide plan assets over time

All Monroe Capital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 84.21075398479432% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $22.5M $41.4M ▲ +84.2%
Year Plans Participants Total Assets
2022 1 155 $22M
2023 1 199 $31M
2024 1 213 $41M

Nearby 401(k) Plans in Illinois

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

Monroe Capital LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Monroe Capital LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.041392698 · Participants: 213Monroe Capital LLC 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Monroe Capital LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Monroe Capital LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Monroe Capital LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Condon-Johnson & Associates, Inc. 401(k) Profit Sharing Plan in CA ($41M); by covered participants it is Thirdera, LLC in CO (213 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Capital LLC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Monroe Capital LLC 401(k) Profit Sharing Plan and Trust surged - up 33.9% during 2024, from $31M to $41M. Reported net income was $10M.
How have Monroe Capital LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monroe Capital LLC's sponsor-wide assets grew 84.2%, from $22M to $41M.
Where does Monroe Capital LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Monroe Capital LLC 401(k) Profit Sharing Plan and Trust ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Monroe Capital LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Condon-Johnson & Associates, Inc. 401(k) Profit Sharing Plan in CA ($41M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Monroe Capital LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Thirdera, LLC in CO (213 participants, N/A 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 201790541.

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.