401(k) · DOL Form 5500 · 2024

Blue Monarch Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$268K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$134,075
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Blue Monarch Homes, Inc. 401(k) Plan · Sponsored by Blue Monarch Homes, Inc. · New York · Real Estate

$268K in assets, 2 participants

Blue Monarch Homes, Inc.'s Blue Monarch Homes, Inc. 401(k) Plan reported $268K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #933 in Real Estate (4,605 peers)

Blue Monarch Homes, Inc. multi-year trail

Blue Monarch Homes, Inc.'s plans moved +314.4% in assets from 2022 to 2024; this filing shows Blue Monarch Homes, Inc. 401(k) Plan at $268K / 2 participants.

#933
in Real Estate (4,605 peers)
-18.0%
assets change YoY

The plan reported a net loss of $59K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Blue Monarch Homes, Inc. 401(k) Plan among the smaller filed plans by assets

Blue Monarch Homes, Inc. 401(k) Plan vs every filed plan by assets

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

$268,150 13th percentile higher than 13% 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

Blue Monarch Homes, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Monarch Homes, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue Monarch Homes, Inc. 401(k) Plan reported net income fell from -$16K in the plan year 2023 filing to -$59K in the plan year 2024 filing.
  • Blue Monarch Homes, Inc. 401(k) Plan reported participants rose from 1 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Blue Monarch Homes, Inc. 401(k) Plan end-of-year assets rose from $236K in the plan year 2023 filing to $268K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 811389968 · Blue Monarch Homes, Inc. PY 2024 · 401(k)

Blue Monarch Homes, Inc. 401(k) Plan · $268K · 2 · 13th

  • NET $268K
  • NET 2
  • NET 13th
  • NET 401(k)
  • NET near Gloster Forest Products 401(k) Plan
  • NET ind #933

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 New York →

Blue Monarch Homes, Inc. 401(k) Plan in the asset neighbourhood

Blue Monarch Homes, Inc. 401(k) PlanBlue Monarch Homes, Inc. 401…$268KGloster Forest Products 401(k) PlanGloster Forest Products 401(…$268KThe Private Diagnostic Clinic, PLLC Profit Sharing Plan and 401(k) Savings PlanThe Private Diagnostic Clini…$268KDan D Corp Retirement Plan$268KIcm Martinez Interprises, Inc. 401(k) Profit Sharing PlanIcm Martinez Interprises, In…$268K
End-of-year total assets ($M) among Blue Monarch Homes, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Blue Monarch Homes, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Blue Monarch Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 314.3589865928718% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.25M $1.04M ▲ +316.0%
Year Plans Participants Total Assets
2022 1 1 $252K
2023 1 1 $236K
2024 4 6 $1M

Blue Monarch Homes, Inc. filing trail (2024)

Total Assets (Beginning of Year)$327K
Net Assets (End of Year)$268K
Net Income-$59K
Employer EIN811389968
Plan Effective Date2016-02-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Blue Monarch Homes, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Blue Monarch Homes, Inc. 401(k) Plan, Total assets ($B): 0.00026815 · Participants: 2Blue Monarch Homes, Inc. 401(k) 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
Blue Monarch Homes, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Blue Monarch Homes, Inc. 401(k) Plan side-by-side with 3 peers →

Blue Monarch Homes, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gloster Forest Products 401(k) Plan in MS ($268K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Blue Monarch Homes, Inc. 401(k) Plan assets move in 2024? ▼
Blue Monarch Homes, Inc. 401(k) Plan declined sharply - down 18.0% during 2024, from $327K to $268K. Reported net income was -$59K.
How have Blue Monarch Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Monarch Homes, Inc.'s sponsor-wide assets grew 314.4%, from $252K to $1M.
Where does Blue Monarch Homes, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Blue Monarch Homes, Inc. 401(k) Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Blue Monarch Homes, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gloster Forest Products 401(k) Plan in MS ($268K, 14 participants).
Which 401(k) plans cover a similar participant headcount to Blue Monarch Homes, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 811389968.

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.