The Monroe Institute
Plan context: The Monroe Institute Retirement Plan
EIN 90-0681223 • 16 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
32
2025 Assets
$221,317
2025 Contributions
$8,863
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $8,863 | - |
| The Monroe Institute Retirement Plan | - | 0 | - | $8,863 | - |
| 2024 | 1 | 32 | $221,317 | $10,567 | $330iApproximate average salary by contribution assumption: employee only about $8,255 at 4% or $5,504 at 6%; with 50% employer match about $5,504 at 4% or $3,669 at 6%; with 100% employer match about $4,128 at 4% or $2,752 at 6%. |
| The Monroe Institute Retirement Plan | - | 32 | $221,317 | $10,567 | $330iApproximate average salary by contribution assumption: employee only about $8,255 at 4% or $5,504 at 6%; with 50% employer match about $5,504 at 4% or $3,669 at 6%; with 100% employer match about $4,128 at 4% or $2,752 at 6%. |
| 2023 | 1 | 33 | $178,900 | $6,767 | $205iApproximate average salary by contribution assumption: employee only about $5,127 at 4% or $3,418 at 6%; with 50% employer match about $3,418 at 4% or $2,278 at 6%; with 100% employer match about $2,563 at 4% or $1,709 at 6%. |
| The Monroe Institute Retirement Plan | - | 33 | $178,900 | $6,767 | $205iApproximate average salary by contribution assumption: employee only about $5,127 at 4% or $3,418 at 6%; with 50% employer match about $3,418 at 4% or $2,278 at 6%; with 100% employer match about $2,563 at 4% or $1,709 at 6%. |
| 2022 | 1 | 25 | $142,323 | $5,643 | $226iApproximate average salary by contribution assumption: employee only about $5,643 at 4% or $3,762 at 6%; with 50% employer match about $3,762 at 4% or $2,508 at 6%; with 100% employer match about $2,822 at 4% or $1,881 at 6%. |
| The Monroe Institute Retirement Plan | - | 25 | $142,323 | $5,643 | $226iApproximate average salary by contribution assumption: employee only about $5,643 at 4% or $3,762 at 6%; with 50% employer match about $3,762 at 4% or $2,508 at 6%; with 100% employer match about $2,822 at 4% or $1,881 at 6%. |
| 2021 | 1 | 23 | $214,803 | $4,868 | $212iApproximate average salary by contribution assumption: employee only about $5,291 at 4% or $3,528 at 6%; with 50% employer match about $3,528 at 4% or $2,352 at 6%; with 100% employer match about $2,646 at 4% or $1,764 at 6%. |
| The Monroe Institute Retirement Plan | - | 23 | $214,803 | $4,868 | $212iApproximate average salary by contribution assumption: employee only about $5,291 at 4% or $3,528 at 6%; with 50% employer match about $3,528 at 4% or $2,352 at 6%; with 100% employer match about $2,646 at 4% or $1,764 at 6%. |
| 2020 | 1 | 22 | $176,976 | $4,283 | $195iApproximate average salary by contribution assumption: employee only about $4,867 at 4% or $3,245 at 6%; with 50% employer match about $3,245 at 4% or $2,163 at 6%; with 100% employer match about $2,434 at 4% or $1,622 at 6%. |
| The Monroe Institute Retirement Plan | - | 22 | $176,976 | $4,283 | $195iApproximate average salary by contribution assumption: employee only about $4,867 at 4% or $3,245 at 6%; with 50% employer match about $3,245 at 4% or $2,163 at 6%; with 100% employer match about $2,434 at 4% or $1,622 at 6%. |
| 2019 | 1 | 29 | $144,548 | $6,065 | $209iApproximate average salary by contribution assumption: employee only about $5,228 at 4% or $3,486 at 6%; with 50% employer match about $3,486 at 4% or $2,324 at 6%; with 100% employer match about $2,614 at 4% or $1,743 at 6%. |
| The Monroe Institute Retirement Plan | - | 29 | $144,548 | $6,065 | $209iApproximate average salary by contribution assumption: employee only about $5,228 at 4% or $3,486 at 6%; with 50% employer match about $3,486 at 4% or $2,324 at 6%; with 100% employer match about $2,614 at 4% or $1,743 at 6%. |
| 2018 | 1 | 28 | $130,863 | $6,297 | $225iApproximate average salary by contribution assumption: employee only about $5,622 at 4% or $3,748 at 6%; with 50% employer match about $3,748 at 4% or $2,499 at 6%; with 100% employer match about $2,811 at 4% or $1,874 at 6%. |
| The Monroe Institute Retirement Plan | - | 28 | $130,863 | $6,297 | $225iApproximate average salary by contribution assumption: employee only about $5,622 at 4% or $3,748 at 6%; with 50% employer match about $3,748 at 4% or $2,499 at 6%; with 100% employer match about $2,811 at 4% or $1,874 at 6%. |
| 2017 | 1 | 28 | $130,731 | $5,445 | $194iApproximate average salary by contribution assumption: employee only about $4,862 at 4% or $3,241 at 6%; with 50% employer match about $3,241 at 4% or $2,161 at 6%; with 100% employer match about $2,431 at 4% or $1,621 at 6%. |
| The Monroe Institute Retirement Plan | - | 28 | $130,731 | $5,445 | $194iApproximate average salary by contribution assumption: employee only about $4,862 at 4% or $3,241 at 6%; with 50% employer match about $3,241 at 4% or $2,161 at 6%; with 100% employer match about $2,431 at 4% or $1,621 at 6%. |
| 2016 | 1 | 27 | $149,084 | $6,603 | $245iApproximate average salary by contribution assumption: employee only about $6,114 at 4% or $4,076 at 6%; with 50% employer match about $4,076 at 4% or $2,717 at 6%; with 100% employer match about $3,057 at 4% or $2,038 at 6%. |
| The Monroe Institute Retirement Plan | - | 27 | $149,084 | $6,603 | $245iApproximate average salary by contribution assumption: employee only about $6,114 at 4% or $4,076 at 6%; with 50% employer match about $4,076 at 4% or $2,717 at 6%; with 100% employer match about $3,057 at 4% or $2,038 at 6%. |
| 2015 | 1 | 26 | $153,592 | $6,216 | $239iApproximate average salary by contribution assumption: employee only about $5,977 at 4% or $3,985 at 6%; with 50% employer match about $3,985 at 4% or $2,656 at 6%; with 100% employer match about $2,988 at 4% or $1,992 at 6%. |
| The Monroe Institute Retirement Plan | - | 26 | $153,592 | $6,216 | $239iApproximate average salary by contribution assumption: employee only about $5,977 at 4% or $3,985 at 6%; with 50% employer match about $3,985 at 4% or $2,656 at 6%; with 100% employer match about $2,988 at 4% or $1,992 at 6%. |
| 2014 | 1 | 26 | $149,507 | $7,333 | $282iApproximate average salary by contribution assumption: employee only about $7,051 at 4% or $4,701 at 6%; with 50% employer match about $4,701 at 4% or $3,134 at 6%; with 100% employer match about $3,525 at 4% or $2,350 at 6%. |
| The Monroe Institute Retirement Plan | - | 26 | $149,507 | $7,333 | $282iApproximate average salary by contribution assumption: employee only about $7,051 at 4% or $4,701 at 6%; with 50% employer match about $4,701 at 4% or $3,134 at 6%; with 100% employer match about $3,525 at 4% or $2,350 at 6%. |
| 2013 | 1 | 24 | $132,200 | $8,488 | $354iApproximate average salary by contribution assumption: employee only about $8,842 at 4% or $5,894 at 6%; with 50% employer match about $5,894 at 4% or $3,930 at 6%; with 100% employer match about $4,421 at 4% or $2,947 at 6%. |
| The Monroe Institute Retirement Plan | - | 24 | $132,200 | $8,488 | $354iApproximate average salary by contribution assumption: employee only about $8,842 at 4% or $5,894 at 6%; with 50% employer match about $5,894 at 4% or $3,930 at 6%; with 100% employer match about $4,421 at 4% or $2,947 at 6%. |
| 2012 | 1 | 21 | $98,842 | $6,894 | $328iApproximate average salary by contribution assumption: employee only about $8,207 at 4% or $5,471 at 6%; with 50% employer match about $5,471 at 4% or $3,648 at 6%; with 100% employer match about $4,104 at 4% or $2,736 at 6%. |
| The Monroe Institute Retirement Plan | - | 21 | $98,842 | $6,894 | $328iApproximate average salary by contribution assumption: employee only about $8,207 at 4% or $5,471 at 6%; with 50% employer match about $5,471 at 4% or $3,648 at 6%; with 100% employer match about $4,104 at 4% or $2,736 at 6%. |
| 2011 | 1 | 18 | $80,406 | $3,366 | $187iApproximate average salary by contribution assumption: employee only about $4,675 at 4% or $3,117 at 6%; with 50% employer match about $3,117 at 4% or $2,078 at 6%; with 100% employer match about $2,338 at 4% or $1,558 at 6%. |
| The Monroe Institute Retirement Plan | - | 18 | $80,406 | $3,366 | $187iApproximate average salary by contribution assumption: employee only about $4,675 at 4% or $3,117 at 6%; with 50% employer match about $3,117 at 4% or $2,078 at 6%; with 100% employer match about $2,338 at 4% or $1,558 at 6%. |
| 2010 | 1 | 20 | $93,462 | $6,301 | $315iApproximate average salary by contribution assumption: employee only about $7,876 at 4% or $5,251 at 6%; with 50% employer match about $5,251 at 4% or $3,501 at 6%; with 100% employer match about $3,938 at 4% or $2,625 at 6%. |
| The Monroe Institute Retirement Plan | - | 20 | $93,462 | $6,301 | $315iApproximate average salary by contribution assumption: employee only about $7,876 at 4% or $5,251 at 6%; with 50% employer match about $5,251 at 4% or $3,501 at 6%; with 100% employer match about $3,938 at 4% or $2,625 at 6%. |