Retirement plan

MONROE EQUIPMENT RETIREMENT PLAN

Name: MONROE EQUIPMENT, INC. - MONROE EQUIPMENT RETIREMENT PLAN (2025) Form 5500
Creator: MONROE EQUIPMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MONROE EQUIPMENT RETIREMENT PLAN, MONROE EQUIPMENT, INC.

MONROE EQUIPMENT, INC.EIN 39-0944901Plan #001PY 2025

P.O. BOX 100 - BUTLER, WI 53007262-783-8190monroeequipment.comLinkedIn11-50 employeeswholesale

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$18.5M

+15.7% from 2024

Total participants

+6.7% from 2024

Average account balance

$410,730

+8.0% from 2024

Annual return

14.14%

-1.27 pp from 2024

Benchmarks

See 1,337 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort1,337 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$18.48M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$411K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

104.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$673K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.14%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$10724

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$483K

$11223 / participant

Other / not subdivided$483K100.0%

% of EOY assets

2.611%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$410,730

$123,478+232.6%

$216,567+89.7%

$94,015+336.9%

Participation rate

93.0%

75.1%+17.9pp

81.6%+11.4pp

70.8%+22.2pp

Annual return

14.14%

23.61%-9.5pp

12.94%+1.2pp

17.84%-3.7pp

Employer contribution / active EE

$9,836

$3,136+213.7%

$5,216+88.6%

$2,790+252.5%

Participant deferral / active EE

$5,827

$4,556+27.9%

$6,191-5.9%

$4,249+37.1%

Admin fee / account holder

$10,724

$12,753-15.9%

$21,981-51.2%

$8,951+19.8%

MONROE EQUIPMENT RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MONROE EQUIPMENT RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion