401(k) · DOL Form 5500 · 2024
Monmouth Cares, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 122
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $55,835
- Avg per participant Low balance/head
Official DOL plan name: Monmouth Cares, Inc. 401(k) Plan · Sponsored by Monmouth Cares, Inc. · New Jersey · Healthcare & Social Assistance
$7M in assets, 122 participants
Monmouth Cares, Inc.'s Monmouth Cares, Inc. 401(k) Plan reported $7M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #8,835 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Jersey
Monmouth Cares, Inc. 401(k) Plan covers 122 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $7M.
- #8,835
- in Healthcare & Social Assistance (16,916 peers)
- +6.7%
- assets growth YoY
Monmouth Cares, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Monmouth Cares, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,811,853 48th percentile higher than 48% 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
Monmouth Cares, Inc. 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. Monmouth Cares, Inc. 401(k) Plan sits mid-pack in the medium band (122 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Monmouth Cares, Inc. 401(k) Plan reported net income fell from $563K in the plan year 2023 filing to $430K in the plan year 2024 filing.
- Monmouth Cares, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Monmouth Cares, Inc. 401(k) Plan reported participants rose from 120 in the plan year 2023 filing to 122 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 223769040 · Monmouth Cares, Inc. PY 2024 · 401(k)
Monmouth Cares, Inc. 401(k) Plan · $7M · 122 · 48th
- TYPE $7M
- NET 122
- BOOK 48th
- VS-ST 401(k)
- BOY near Alco Motors, LLC 401 (K) Plan
- SCH ind #8835
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 Jersey →
Monmouth Cares, Inc. 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $430K |
| Employer EIN | 223769040 |
| Plan Effective Date | 2001-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monmouth Cares, Inc.)
Sponsor-wide plan assets over time
All Monmouth Cares, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 17.058057203307182% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $6M |
| 2023 | 1 | 120 | $6M |
| 2024 | 1 | 122 | $7M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Monmouth Cares, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Alco Motors, LLC 401 (K) Plan in NH ($7M); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Alco Motors, LLC 401 (K) Plan (NH) $7M · 87
- The Bromley Companies 401(k) Employee Savings Plan (NY) $7M · 82
- Wfti, Inc. Retirement Plan (CA) $7M · 15
- Bc 401(k) Plan (FL) $7M · 48
Similar participant headcount
Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.
- Assertio Management, LLC 401(k) Retirement Plan (IL) 122 · 0 off
- Canvas 401(k) Plan (VA) 122 · 0 off
- Amg, Inc 401(k) Plan (VA) 122 · 0 off
- Lower West Side Household Services Non-Union Retirement Plan (NY) 122 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.