401(k) · DOL Form 5500 · 2024

Monroe University, Ltd 401(k) Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
584
Participants Below avg headcount
90th
Percentile by assets National rank
$172,536
Avg per participant Above avg balance/head
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Official DOL plan name: Monroe University, Ltd Retirement Savings Plan · Sponsored by Monroe University, Ltd · New York · Educational Services

$101M in assets, 584 participants

Monroe University, Ltd's Monroe University, Ltd Retirement Savings Plan reported $101M in total assets and 584 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,033 in Educational Services (3,638 peers)

Where Monroe University, Ltd Retirement Savings Plan sits by assets

Monroe University, Ltd Retirement Savings Plan sits in the top 10% of all filed plans by assets, $101M for 584 participants (~$172,536/participant), up 10.9% in 2024.

#3,033
in Educational Services (3,638 peers)
+10.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Monroe University, Ltd Retirement Savings Plan's outsized position by total assets

Monroe University, Ltd Retirement Savings Plan vs every filed plan by assets

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

$100,760,942 Top 10% higher than 90% 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 University, Ltd Retirement Savings 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 University, Ltd Retirement Savings Plan sits mid-pack in the medium band (584 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Monroe University, Ltd Retirement Savings Plan end-of-year assets rose from $91M in the plan year 2023 filing to $101M in the plan year 2024 filing.
  • Monroe University, Ltd Retirement Savings Plan reported net income fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Monroe University, Ltd Retirement Savings Plan reported participants rose from 577 in the plan year 2023 filing to 584 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 132501225 · Monroe University, Ltd PY 2024 · 401(k)

Monroe University, Ltd Retirement Savings Plan · $101M · 584 · 90th

  • NET $101M
  • BOOK 584
  • VS-ST 90th
  • BOY 401(k)
  • SCH near Retirement Savings Plus
  • EBSA ind #3033

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 Educational Services retirement plans → · Plans in New York →

Monroe University, Ltd Retirement Savings Plan in the asset neighbourhood

Crst Expedited Inc D/B/a Crst the Transportation Solution Inc Ps 401(k) PlanCrst Expedited Inc D/B/a Crs…$101MRetirement Savings Plus$101MAshp Savings & Investment PlanAshp Savings & Investment Pl…$101MMonroe University, Ltd Retirement Savings PlanMonroe University, Ltd Retir…$101MJames River Group, Inc. 401(k) PlanJames River Group, Inc. 401(…$101M
End-of-year total assets ($M) among Monroe University, Ltd Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$101M
Net Income$10M
Employer EIN132501225
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monroe University, Ltd)

Sponsor-wide plan assets over time

All Monroe University, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$101M 25.130417373970005% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $80.5M $101M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 592 $81M
2023 1 577 $91M
2024 1 584 $101M

Nearby 401(k) Plans in New York

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

Monroe University, Ltd Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Monroe University, Ltd Retirement Savings Plan, Total assets ($B): 0.100760942 · Participants: 584Monroe University, Ltd Retirement Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Monroe University, Ltd Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Monroe University, Ltd Retirement Savings Plan side-by-side with 3 peers →

Monroe University, Ltd Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Retirement Savings Plus in NH ($101M); by covered participants it is Buck 401(k) Savings Plan in NJ (584 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($101M here).

Similar participant headcount

Nearest other-state filings by covered participants (584 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 University, Ltd Retirement Savings Plan assets move in 2024? ▼
Monroe University, Ltd Retirement Savings Plan grew at a solid clip - up 10.9% during 2024, from $91M to $101M. Reported net income was $10M.
How have Monroe University, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monroe University, Ltd's sponsor-wide assets grew 25.1%, from $81M to $101M.
Where does Monroe University, Ltd Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Monroe University, Ltd Retirement Savings Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Monroe University, Ltd Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Savings Plus in NH ($101M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Monroe University, Ltd Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Buck 401(k) Savings Plan in NJ (584 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 132501225.

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.