Plan5500

Monroe, NH Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Monroe, NH has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $11,226,604 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Monroe

  • 2 loaded plans hold $11.2M in reported assets across 1 sponsors.
  • The largest, Pete And Gerry'S Organics, LLC 401(K) Plan, holds 100% of reported Monroe plan assets.
  • Plans cover 858 participants — about 429 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.2MSummed across loaded plans$11,223,062
Total reported assets$11.2M$11,226,604
Total reported participants858
Total reported liabilities$3.5K$3,542

Reported net position

Reported assets = net assets + liabilities (summed)$11.2M total assets
Net assets$11.2MLiabilities$3.5K
Contributions & income
Employer contributions$583.8K
Participant contributions$1M
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$781.6K
Total expenses$957.6K
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monroe, NH plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Monroe market comparison

Largest plan share of assets100%Pete And Gerry'S Organics, LLC 401(K) Plan
Participants per plan429Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Monroe

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Pete And Gerry'S Organics, LLC 401(K) Plan$11.2M
    Pete And Gerry'S Organics, LLC · 2023
  2. 2
    Pete And Gerry'S Organics, LLC Health And Welfare Wrap Plannot reported in the loaded dataset
    Pete And Gerry'S Organics, LLC · 2023

Largest plans in Monroe → · Monroe plans by participants → · Monroe plans with financial data → · Monroe plans with provider compensation → · $1B+ plans in Monroe →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Monroe, NH?
2 plan(s) reported by 1 sponsor(s) are loaded for Monroe, NH.

Related Form 5500 pages