Monro, Inc. Pension Plan — Form 5500 plan (Monro, Inc.)

Plain-English plan 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, Monro, Inc. Pension Plan is a benefit plan reported by Monro, Inc. under EIN 16-0838627 and plan number 002. The latest loaded filing year is 2023. The filing reports 594 participants and $17,271,703 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Monro, Inc.
EIN
16-0838627
Plan number
002
Plan type
2
Location
Fairport, NY
Latest filing year
2023
Participants
594
End-of-year plan assets
$17,271,703

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023594H, C20250109002608NAL0011686737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,271,703
Total liabilities (EOY)
$48,705
Net assets (EOY)
$17,222,998
Net assets (BOY)
$17,090,227

Income & contributions

Total contributions
$0
Total income / additions
$1,668,720

Expenses & distributions

Benefits paid
$1,169,252
Administrative expenses
$366,697
Total expenses
$1,535,949
Net increase / (decrease)
$132,771

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$92,620not reported in the loaded dataset2023
Bpas Actuarial & Pension ServicesNONE$36,185not reported in the loaded dataset2023
Westminster Consulting, LLCNONE$30,000not reported in the loaded dataset2023
Freed Maxick Cpas PcNONE$15,000not reported in the loaded dataset2023
Nixon Peabody, LLCNONE$1,604not reported in the loaded dataset2023

Related Form 5500 pages