401(k) · DOL Form 5500 · 2024
Monarch Funding Corp. 401(k) Plan
Data updated 2026-08-11
- $19M
- Total assets
- 6
- Participants
- 70th
- Percentile by assets
- $3.2M
- Avg per participant
Official DOL plan name: Monarch Funding Corp. Employees' Profit Sharing Plan · Sponsored by Monarch Funding Corp. · California · Real Estate
$19M in assets, 6 participants
Monarch Funding Corp.'s Monarch Funding Corp. Employees' Profit Sharing Plan reported $19M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 123,622 plans)
- #3,869 in Real Estate (4,605 peers)
Monarch Funding Corp. multi-year trail
Monarch Funding Corp.'s plans moved +16.6% in assets from 2022 to 2024; this filing shows Monarch Funding Corp. Employees' Profit Sharing Plan at $19M / 6 participants.
- $19M
- total plan assets (2024 EOY)
- 6
- covered participants
- 70th
- percentile by assets (of 123,622 plans)
- $3.2M
- avg assets per participant
Where Monarch Funding Corp. Employees' Profit Sharing Plan sits by total assets
Monarch Funding Corp. Employees' Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,332,541 Top 30% higher than 70% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Monarch Funding Corp. Employees' Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Monarch Funding Corp. Employees' Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Monarch Funding Corp. across 3 plan years on file
Across the 3 plan years Monarch Funding Corp. has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $19M, a gain of 16.6%, while reported participants moved from 7 to 6 (-14.3%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($17M).
Monarch Funding Corp. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $17M |
| 2023 | 1 | 6 | $18M |
| 2024 | 1 | 6 | $19M |
Monarch Funding Corp. filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 953363852 |
| Plan Effective Date | 1987-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Monarch Funding Corp. Employees' Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Monarch Funding Corp. Employees' Profit Sharing Plan by total assets, not by location.
- Mstc Easy(K) Pep (NY) $19M · 1,302
- Auto Meter Products 401(k) Plan (IL) $19M · 186
- Waibel Energy Systems Retirement Plan (OH) $19M · 127
- United Electric Power 401(k) Plan (NY) $19M · 259
Frequently Asked Questions
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Multi-year trail
Ways to act on Monarch Funding Corp. Employees' Profit Sharing Plan's numbers.
- By total assets, Monarch Funding Corp. Employees' Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Monarch Funding Corp.'s sponsor-wide assets have grown 16.6% since 2022 across 3 plan years on file. More Real Estate plans