401(k) · DOL Form 5500 · 2024

Monroe Medi-Trans, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
201
Participants Below avg headcount
35th
Percentile by assets National rank
$15,736
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Monroe Medi-Trans, Inc. Employee 401(k) Plan · Sponsored by Monroe Medi-Trans, Inc. · New York · Healthcare & Social Assistance

$3M in assets, 201 participants

Monroe Medi-Trans, Inc.'s Monroe Medi-Trans, Inc. Employee 401(k) Plan reported $3M in total assets and 201 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #5,961 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Monroe Medi-Trans, Inc. Employee 401(k) Plan covers 201 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $3M.

#5,961
in Healthcare & Social Assistance (16,916 peers)
-1.4%
assets change YoY

The plan reported a net loss of $46K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monroe Medi-Trans, Inc. Employee 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Monroe Medi-Trans, Inc. Employee 401(k) Plan vs every filed plan by assets

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

$3,162,929 35th percentile higher than 35% 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 Medi-Trans, Inc. Employee 401(k) 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 Medi-Trans, Inc. Employee 401(k) Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Monroe Medi-Trans, Inc. Employee 401(k) Plan reported net income fell from $458K in the plan year 2023 filing to -$46K in the plan year 2024 filing.
  • Monroe Medi-Trans, Inc. Employee 401(k) Plan reported participants fell from 210 in the plan year 2023 filing to 201 in the plan year 2024 filing.
  • Monroe Medi-Trans, Inc. Employee 401(k) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 161043764 · Monroe Medi-Trans, Inc. PY 2024 · 401(k)

Monroe Medi-Trans, Inc. Employee 401(k) Plan · $3M · 201 · 35th

  • PART $3M
  • TYPE 201
  • NET 35th
  • BOOK 401(k)
  • VS-ST near K & D Management 401(k) Retirement Plan
  • BOY ind #5961

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 New York →

Monroe Medi-Trans, Inc. Employee 401(k) Plan in the asset neighbourhood

Monroe Medi-Trans, Inc. Employee 401(k) PlanMonroe Medi-Trans, Inc. Empl…$3MK & D Management 401(k) Retirement PlanK & D Management 401(k) Reti…$3MKohana Corp. 401(k) Profit Sharing PlanKohana Corp. 401(k) Profit S…$3MRevive 401(k) Plan$3MMsl, P.a. 401(k) Profit Sharing PlanMsl, P.a. 401(k) Profit Shar…$3M
End-of-year total assets ($M) among Monroe Medi-Trans, Inc. Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$46K
Employer EIN161043764
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monroe Medi-Trans, Inc.)

Sponsor-wide plan assets over time

All Monroe Medi-Trans, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.00016906822321% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.75M $3.16M ▲ +14.9%
Year Plans Participants Total Assets
2022 1 129 $3M
2023 1 210 $3M
2024 1 201 $3M

Nearby 401(k) Plans in New York

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

Monroe Medi-Trans, Inc. Employee 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Monroe Medi-Trans, Inc. Employee 401(k) Plan, Total assets ($B): 0.003162929 · Participants: 201Monroe Medi-Trans, Inc. Employee 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
Monroe Medi-Trans, Inc. Employee 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Monroe Medi-Trans, Inc. Employee 401(k) Plan side-by-side with 3 peers →

Monroe Medi-Trans, Inc. Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is K & D Management 401(k) Retirement Plan in OH ($3M); by covered participants it is Osi Digital, Inc. 401(k) Plan in CA (201 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 (201 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 Medi-Trans, Inc. Employee 401(k) Plan assets move in 2024? ▼
Monroe Medi-Trans, Inc. Employee 401(k) Plan edged down modestly - down 1.4% during 2024, from $3M to $3M. Reported net income was -$46K.
How have Monroe Medi-Trans, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monroe Medi-Trans, Inc.'s sponsor-wide assets grew 15.0%, from $3M to $3M.
Which 401(k) plans are similar in size to Monroe Medi-Trans, Inc. Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is K & D Management 401(k) Retirement Plan in OH ($3M, 321 participants).
Which 401(k) plans cover a similar participant headcount to Monroe Medi-Trans, Inc. Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osi Digital, Inc. 401(k) Plan in CA (201 participants, $21M 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 161043764.

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.