Monroe Tractor & Implement 401(k) match, vesting and fees
What Monroe Tractor & Implement's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Evans and Bennett, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Monroe Tractor & Implement: employer contribution per participant | $968 | |
| Peer median | $1,988 |
| Monroe Tractor & Implement: average balance | $72,012 | |
| Peer median | $75,431 |
| Monroe Tractor & Implement: admin expenses ÷ assets | 0.41% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $19.5M at the end of plan year 2021 to $28.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 407 | $28.4M | $381K | $968 | 0.41% | Not published | Form 5500 ↗ |
| 2023 | 405 | $26.7M | $666K | $1,766 | 0.39% | Not published | Form 5500 ↗ |
| 2022 | 383 | $20.6M | $357K | $1,097 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 302 | $19.5M | $102K | $358 | <0.01% | Not published | Form 5500 ↗ |
Other Monroe Tractor & Implement plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Monroe Tractor & Implement Co., Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Evans and Bennett, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Monroe Tractor & Implement match 401(k) contributions?
The match terms for the Monroe Tractor & Implement Co. Inc 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $381K in employer contributions, about $968 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Monroe Tractor & Implement 401(k) match vested?
The vesting schedule for the Monroe Tractor & Implement Co. Inc 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Monroe Tractor & Implement 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Monroe Tractor & Implement Company, Inc..
I left Monroe Tractor & Implement. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Monroe Tractor & Implement Company, Inc., (585) 334-3867) or the recordkeeper, Fidelity Investments Institutional. The Monroe Tractor & Implement old 401(k) page lists the contacts from every plan filing. Find an old Monroe Tractor & Implement 401(k)
Data from the public Form 5500 annual reports Monroe Tractor & Implement filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Monroe Tractor & Implement. Not financial advice. Report a correction · Methodology