Department of Labor filing

MONROE COLLEGE, LTD.

MONROE COLLEGE, LTD. RETIREMENT SAVINGS PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

43filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,465

Reported employer contributions per active participant.

Higher than about 61% of comparable plans

#People in the filing

940

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$437 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 1% of comparable plans

↗Investment performance

Not available

Plan assets changed 10.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202443out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions61st percentileTypical peer $1,176 · based on 129 comparable plans

Lower reported administrative expense1st percentileTypical peer $80 · based on 134 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, MONROE COLLEGE, LTD. reported $1,377,316 in employer contributions across the plan and 940 active participants. That works out to $1,465 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 29.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 6.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context43/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,377,316
Participant contributions: $3,143,149
Other contributions: $43,535
Employer share of reported contributions: 30.5%
Beginning assets: $90,883,734
Ending assets: $100,760,942
Ending net assets: $100,760,942
Ending liabilities: $0
Total income: $16,390,524
Total expenses: $6,513,316
Administrative expenses: $355,433
Participant loans: $785,823

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,071

2023

$2,123

2024

$1,465

Plan-paid administrative expenses per participant

2022

$409

2023

$421

2024

$437

Active participants

2022

565

2023

581

2024

940

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,465	940	100.8M	20251015101406NAL0004271025001
2023	$2,123	581	90.9M	20241010105856NAL0009931923001
2022	$2,071	565	80.5M	20231013075144NAL0022279987001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.8%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 132501225-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1985
Industry: Educational services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
NWPS	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251015101406NAL0004271025001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗