Other · DOL Form 5500 · 2024
MONARCH Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 1,567
- Participants Near avg headcount
- 64th
- Percentile by assets National rank
- $9,290
- Avg per participant Low balance/head
Official DOL plan name: Monarch 403(b) Plan · Sponsored by MONARCH · North Carolina · Other Services
$15M in assets, 1,567 participants
MONARCH's Monarch 403(b) Plan reported $15M in total assets and 1,567 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #6,151 in Other Services (7,719 peers)
MONARCH multi-year trail
MONARCH's plans moved +30.4% in assets from 2022 to 2024; this filing shows Monarch 403(b) Plan at $15M / 1,567 participants.
- #6,151
- in Other Services (7,719 peers)
- +22.2%
- assets growth YoY
Monarch 403(b) Plan's mid-pack asset rank among Other Services and all filers
Monarch 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,557,660 Top 36% higher than 64% 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
Monarch 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monarch 403(b) Plan lands in the large band (1,567 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Monarch 403(b) Plan reported net income rose from $747K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Monarch 403(b) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Monarch 403(b) Plan reported participants fell from 1,646 in the plan year 2023 filing to 1,567 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 561326126 · MONARCH PY 2024 · Other
Monarch 403(b) Plan · $15M · 1,567 · 64th
- RANK $15M
- PHOTO 1,567
- IND 64th
- EOY Other
- 5500 near Museum of Flight 403(b) Plan
- ASSETS ind #6151
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 North Carolina →
Monarch 403(b) Plan in the asset neighbourhood
MONARCH multi-year asset trail
Sponsor-wide plan assets over time
All MONARCH plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 30.35227544711257% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,581 | $11M |
| 2023 | 1 | 1,646 | $12M |
| 2024 | 1 | 1,567 | $15M |
MONARCH filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 561326126 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
Monarch 403(b) Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Museum of Flight 403(b) Plan in WA ($15M); by covered participants it is Upstate Caring Partners 403(b) Retirement Plan in NY (1,567 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Museum of Flight 403(b) Plan (WA) $15M · 195
- Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan (PA) $15M · 230
- Greater Mental Health of New York 403(b) Plan (NY) $15M · 421
- Vesta, Inc. 403(b) Plan (MD) $15M · 168
Similar participant headcount
Nearest other-state filings by covered participants (1,567 participants); asset peers above are excluded.
- Upstate Caring Partners 403(b) Retirement Plan (NY) 1,567 · 0 off
- National Public Radio, Inc. Retirement Plan (DC) 1,563 · 4 off
- Goodwill Northern New England 403(b) Plan (ME) 1,562 · 5 off
- Aspire Employees' Retirement Plan (NY) 1,561 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.