401(k) · DOL Form 5500 · 2024
Monroe, Sweeris & Tromp, PLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $251,656
- Avg per participant Above avg balance/head
Official DOL plan name: Monroe, Sweeris & Tromp PLC Savings and Retirement · Sponsored by Monroe, Sweeris & Tromp, PLC · Michigan · Professional & Technical Services
$3M in assets, 11 participants
Monroe, Sweeris & Tromp, PLC's Monroe, Sweeris & Tromp PLC Savings and Retirement reported $3M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,950 in Professional & Technical Services (20,173 peers)
Monroe, Sweeris & Tromp, PLC multi-year trail
Monroe, Sweeris & Tromp, PLC's plans moved -21.3% in assets from 2022 to 2024; this filing shows Monroe, Sweeris & Tromp PLC Savings and Retirement at $3M / 11 participants.
- #5,950
- in Professional & Technical Services (20,173 peers)
- -34.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Monroe, Sweeris & Tromp PLC Savings and Retirement among the smaller filed plans by assets
Monroe, Sweeris & Tromp PLC Savings and Retirement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,768,220 33rd percentile higher than 33% 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, Sweeris & Tromp PLC Savings and Retirement among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monroe, Sweeris & Tromp PLC Savings and Retirement is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Monroe, Sweeris & Tromp PLC Savings and Retirement reported net income fell from $680K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Monroe, Sweeris & Tromp PLC Savings and Retirement end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Monroe, Sweeris & Tromp PLC Savings and Retirement reported participants fell from 13 in the plan year 2023 filing to 11 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 382621598 · Monroe, Sweeris & Tromp, PLC PY 2024 · 401(k)
Monroe, Sweeris & Tromp PLC Savings and Retirement · $3M · 11 · 33rd
- SCH $3M
- EBSA 11
- PART 33rd
- TYPE 401(k)
- NET near Freedman & Lorry, P. C. Retirement Plan
- BOOK ind #5950
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 Professional & Technical Services retirement plans → · Plans in Michigan →
Monroe, Sweeris & Tromp PLC Savings and Retirement in the asset neighbourhood
Monroe, Sweeris & Tromp, PLC multi-year asset trail
Sponsor-wide plan assets over time
All Monroe, Sweeris & Tromp, PLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 21.30813688225898% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $4M |
| 2023 | 1 | 13 | $4M |
| 2024 | 1 | 11 | $3M |
Monroe, Sweeris & Tromp, PLC filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$1M |
| Employer EIN | 382621598 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Monroe, Sweeris & Tromp PLC Savings and Retirement's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Freedman & Lorry, P. C. Retirement Plan in PA ($3M); by covered participants it is Partners Bancorp 401(k) Plan in DE (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- Partners Bancorp 401(k) Plan (DE) 11 · 0 off
- Evans Chaffee Construction Gro 401(k) Profit Sharing Plan & Trust (CO) 11 · 0 off
- Martin J. Gross Profit Sharing Plan (NJ) 11 · 0 off
- Tiny Frog Technologies 401(k) Plan (CA) 11 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.