401(k) · DOL Form 5500 · 2024

Monroe Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 314
Participants Below avg headcount: 41st
Percentile by assets National rank: $14,739
Avg per participant Low balance/head

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Official DOL plan name: Monroe Group 401(k) Plan · Sponsored by Monroe Group, Ltd. · Colorado · Real Estate

$5M in assets, 314 participants

Monroe Group, Ltd.'s Monroe Group 401(k) Plan reported $5M in total assets and 314 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

#2,780 in Real Estate (4,605 peers)

Monroe Group, Ltd. multi-year trail

Monroe Group, Ltd.'s plans moved +51.7% in assets from 2022 to 2024; this filing shows Monroe Group 401(k) Plan at $5M / 314 participants.

#2,780
in Real Estate (4,605 peers): +21.6%
assets growth YoY

Monroe Group 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Monroe Group 401(k) Plan vs every filed plan by assets

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

$4,627,977 41st percentile higher than 41% 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 Group 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. Monroe Group 401(k) Plan sits mid-pack in the medium band (314 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Monroe Group 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Monroe Group 401(k) Plan reported net income rose from $755K in the plan year 2023 filing to $822K in the plan year 2024 filing.
Monroe Group 401(k) Plan reported participants rose from 299 in the plan year 2023 filing to 314 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 320589349 · Monroe Group, Ltd. PY 2024 · 401(k)

Monroe Group 401(k) Plan · $5M · 314 · 41st

IND $5M
EOY 314
5500 41st
ASSETS 401(k)
PCT near Arc-Tronics, Inc. 401(k) Plan
EIN ind #2780

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 Real Estate retirement plans → · Plans in Colorado →

End-of-year total assets ($M) among Monroe Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Monroe Group, Ltd. multi-year asset trail

Latest sponsor-wide plan assets: $5M 51.700393511727505% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	275	$3M
2023	1	299	$4M
2024	1	314	$5M

Monroe Group, Ltd. filing trail (2024)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$822K
Employer EIN	320589349
Plan Effective Date	2020-06-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Monroe Group 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Davita Retirement Savings Plan $3.8B · 57,900
Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
Woodward Retirement Savings Plan $2.0B · 6,210

Compare Monroe Group 401(k) Plan side-by-side with 3 peers →

Monroe Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Arc-Tronics, Inc. 401(k) Plan in IL ($5M); by covered participants it is Data Center, Inc. Savings & Retirement Plan in KS (314 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Arc-Tronics, Inc. 401(k) Plan (IL) $5M · 159
Boozman-Hof Regional Eye Clinic PA 401(k) Profit Sharing Plan and Trust (AR) $5M · 87
Matthews-Hargreaves Dba Champion-Hargreaves (MI) $5M · 84
Nelson Automotive Group 401(k) Plan (VA) $5M · 101

Similar participant headcount

Nearest other-state filings by covered participants (314 participants); asset peers above are excluded.

Data Center, Inc. Savings & Retirement Plan (KS) 314 · 0 off
Truebeck Construction, Inc. 401(k) Plan (CA) 314 · 0 off
Roman Eagle 401(k) Plan (VA) 314 · 0 off
Wcf 401(k) Plan (UT) 314 · 0 off

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 Group 401(k) Plan assets move in 2024? ▼

Monroe Group 401(k) Plan grew sharply - up 21.6% during 2024, from $4M to $5M. Reported net income was $822K.

How have Monroe Group, Ltd. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Monroe Group, Ltd.'s sponsor-wide assets grew 51.7%, from $3M to $5M.

Which 401(k) plans are similar in size to Monroe Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Arc-Tronics, Inc. 401(k) Plan in IL ($5M, 159 participants).

Which 401(k) plans cover a similar participant headcount to Monroe Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Data Center, Inc. Savings & Retirement Plan in KS (314 participants, $64M 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 320589349.