401(k) · DOL Form 5500 · 2024

Monroe Operations, LLC 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
2,064
Participants Near avg headcount
84th
Percentile by assets National rank
$24,869
Avg per participant Low balance/head
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Official DOL plan name: Newport Healthcare 401(k) Plan · Sponsored by Monroe Operations, LLC · Tennessee · Healthcare & Social Assistance

$51M in assets, 2,064 participants

Monroe Operations, LLC's Newport Healthcare 401(k) Plan reported $51M in total assets and 2,064 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,669 in Healthcare & Social Assistance (16,916 peers)

Where Newport Healthcare 401(k) Plan sits by assets

Newport Healthcare 401(k) Plan sits in the top quartile of all filed plans by assets, $51M for 2,064 participants (~$24,869/participant), up 257.2% in 2024.

#14,669
in Healthcare & Social Assistance (16,916 peers)
+257.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Newport Healthcare 401(k) Plan's outsized position by total assets

Newport Healthcare 401(k) Plan vs every filed plan by assets

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

$51,328,624 Top 16% higher than 84% 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

Newport Healthcare 401(k) 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. Newport Healthcare 401(k) Plan lands in the large band (2,064 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Newport Healthcare 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $51M in the plan year 2024 filing.
  • Newport Healthcare 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Newport Healthcare 401(k) Plan reported participants rose from 2,019 in the plan year 2023 filing to 2,064 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 260605517 · Monroe Operations, LLC PY 2024 · 401(k)

Newport Healthcare 401(k) Plan · $51M · 2,064 · 84th

  • RANK $51M
  • RANK 2,064
  • RANK 84th
  • RANK 401(k)
  • RANK near Wfra, Inc. Multiple Employer Retirement Plan
  • RANK ind #14669

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Newport Healthcare 401(k) Plan in the asset neighbourhood

Taurus Industrial Group 401(k) Savings PlanTaurus Industrial Group 401(…$51MWfra, Inc. Multiple Employer Retirement PlanWfra, Inc. Multiple Employer…$51MNewport Healthcare 401(k) PlanNewport Healthcare 401(k) Pl…$51MPrivia Medical Group Washington, PLLC 401(k) PlanPrivia Medical Group Washing…$51MPappas Restaurants 401(k) PlanPappas Restaurants 401(k) Pl…$51M
End-of-year total assets ($M) among Newport Healthcare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$51M
Net Income$9M
Employer EIN260605517
Plan Effective Date2014-05-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Monroe Operations, LLC)

Sponsor-wide plan assets over time

All Monroe Operations, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 523.8835794496259% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $8.23M $51.3M ▲ +523.7%
Year Plans Participants Total Assets
2022 1 1,345 $8M
2023 1 2,019 $14M
2024 1 2,064 $51M

Nearby 401(k) Plans in Tennessee

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

Newport Healthcare 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Newport Healthcare 401(k) Plan, Total assets ($B): 0.051328624 · Participants: 2064Newport Healthcare 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Newport Healthcare 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Newport Healthcare 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Wfra, Inc. Multiple Employer Retirement Plan in WI ($51M); by covered participants it is Edgewell Personal Care 401(k) Plan in CT (2,064 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,064 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 Newport Healthcare 401(k) Plan assets move in 2024? ▼
Newport Healthcare 401(k) Plan surged - up 257.2% during 2024, from $14M to $51M. Reported net income was $9M.
How have Monroe Operations, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monroe Operations, LLC's sponsor-wide assets grew 523.9%, from $8M to $51M.
Where does Newport Healthcare 401(k) Plan rank by assets among Form 5500 filers? ▼
Newport Healthcare 401(k) Plan ranks in the 84th 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 Newport Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wfra, Inc. Multiple Employer Retirement Plan in WI ($51M, 890 participants).
Which 401(k) plans cover a similar participant headcount to Newport Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Edgewell Personal Care 401(k) Plan in CT (2,064 participants, $672M 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 260605517.

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.