401(k) · DOL Form 5500 · 2024
Card-Monroe Corp. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 172
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $121,545
- Avg per participant Near avg balance/head
Official DOL plan name: Card-Monroe Corp. 401(k) Plan · Sponsored by Card-Monroe Corp. · Tennessee · Manufacturing
$21M in assets, 172 participants
Card-Monroe Corp.'s Card-Monroe Corp. 401(k) Plan reported $21M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #10,815 in Manufacturing (17,777 peers)
Coverage in Tennessee
Card-Monroe Corp. 401(k) Plan covers 172 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $21M.
- #10,815
- in Manufacturing (17,777 peers)
- +6.1%
- assets growth YoY
Card-Monroe Corp. 401(k) Plan's outsized position by total assets
Card-Monroe Corp. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,905,734 Top 29% higher than 71% 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
Card-Monroe Corp. 401(k) 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. Card-Monroe Corp. 401(k) Plan sits mid-pack in the medium band (172 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Card-Monroe Corp. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Card-Monroe Corp. 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Card-Monroe Corp. 401(k) Plan reported participants fell from 177 in the plan year 2023 filing to 172 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 621111183 · Card-Monroe Corp. PY 2024 · 401(k)
Card-Monroe Corp. 401(k) Plan · $21M · 172 · 71st
- ASSETS $21M
- ASSETS 172
- ASSETS 71st
- ASSETS 401(k)
- ASSETS near Alliance Water Resources, Inc. Profit Sharing/401(k) Plan
- ASSETS ind #10815
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 Tennessee →
Card-Monroe Corp. 401(k) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $1M |
| Employer EIN | 621111183 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Card-Monroe Corp.)
Sponsor-wide plan assets over time
All Card-Monroe Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 26.68074234914265% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $17M |
| 2023 | 1 | 177 | $20M |
| 2024 | 1 | 172 | $21M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Card-Monroe Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Alliance Water Resources, Inc. Profit Sharing/401(k) Plan in MO ($21M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Alliance Water Resources, Inc. Profit Sharing/401(k) Plan (MO) $21M · 315
- Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan (FL) $21M · 33
- Dallas Theological Seminary Retirement Savings Plan (TX) $21M · 346
- Miklos Systems, Inc. Employee Stock Ownership and Savings Plan (VA) $21M · 35
Similar participant headcount
Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.
- Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan (HI) 172 · 0 off
- The Milk Shake Factory 401(k) Plan (PA) 172 · 0 off
- Lifeline Foods 401(k) Retirement Plan (MO) 172 · 0 off
- Superior National Bank 401(k) & Profit Sharing Plan (MI) 172 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.