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Employers › New York

Employer · plans filed under one EIN

Monro, Inc.

Fairport, NY · Other services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$98.8Mnet assets across plans
7,515participant records6,374 active
$1.6Memployer contributions, latest plan years$252 per active record
$356KSchedule C compensation to organisations$47.40 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Monro, Inc.'s employer identification number (Fairport, New York). Their latest filings total 7,515 participant records and $98.8M in net assets.

The largest is Monro, Inc. 401(k) Plan, a 401(k) plan with 6,939 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $1.6M and participant contributions $5.1M in the latest plan years; benefits paid were $14.9M. Schedule C compensation reported to service provider organisations totalled $356K.

Combined net assets moved from $42.6M in 2009 to $82.2M in 2025 (up 93%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Monro, Inc. 401(k) Plan401(k) plan20256,939$82.2M$11,841$253$178K
Monro, Inc. Pension Plandefined benefit pension plan2024576$16.6M$28,789—$178K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $42.6M2010: $48.7M2011: $52.6M2012: $57.6M2013: $64.3M2014: $66.7M2015: $62.5M2016: $68.3M2017: $72.2M2018: $77.9M2019: $73.3M2020: $93.9M2021: $96.4M2022: $84.4M2023: $92.6M2024: $93.9M2025: $82.2M$42.6M$96.4M$82.2M200920122016202020242025
Combined net assets
2009: 5,5892010: 5,5492011: 6,2492012: 6,5162013: 6,5982014: 8,0812015: 8,0432016: 8,9152017: 9,1942018: 10,1282019: 10,7572020: 10,5892021: 9,5042022: 9,7272023: 7,9392024: 9,2092025: 6,9395,58910,7576,939200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202516,939$82.2M$1.6M$5.1M
202429,209$93.9M$1.6M$5.1M
202327,939$92.6M$2.0M$6.0M
202229,727$84.4M$1.7M$6.4M
202129,504$96.4M$1.7M$4.5M
2020210,589$93.9M$1.8M$4.7M
2019210,757$73.3M$1.6M$5.0M
2018210,128$77.9M$1.5M$4.5M
201729,194$72.2M$917K$3.5M
201628,915$68.3M$836K$3.1M
201528,043$62.5M$709K$2.7M
201428,081$66.7M$592K$2.4M
201326,598$64.3M$638K$2.4M
201226,516$57.6M$590K$2.3M
201126,249$52.6M$631K$2.3M
201025,549$48.7M$614K$2.3M
200925,589$42.6M$556K$2.1M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Empower Annuity Insurance Company—1$119,412
Empower Annuity Insurance CompanyClaims processing1$99,079
Bpas Acturial and Pension ServicesActuarial1$38,400
One Digital Topco LLC DBA ResourcesInvestment advisory (plan); Consulting (general)1$30,000
One Digital Topco LLC DBA ResourcesTrustee (bank, trust company, or similar financial institution)1$22,500
Freed Maxick CPAS PCAccounting (including auditing)1$17,000
Withumsmith + Brown, PCAccounting (including auditing)1$15,500
Monro Inc.—1$12,000
Nixon Peabody LLPTrustee (bank, trust company, or similar financial institution)1$2,328

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Empower Annuity Insurance Company$119K
Empower Annuity Insurance Company$99K
Bpas Acturial and Pension Services$38K
One Digital Topco LLC DBA Resources$30K
One Digital Topco LLC DBA Resources$23K
Freed Maxick CPAS PC$17K
Withumsmith + Brown, PC$16K
Monro Inc.$12K

Questions and answers

How many retirement plans does Monro, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Monro, Inc. 401(k) Plan and Monro, Inc. Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Monro, Inc. contribute to its plans?

$1,607,793 in employer contributions across these plans in their latest plan years, about $252 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Empower Annuity Insurance Company, Empower Annuity Insurance Company, Bpas Acturial and Pension Services and One Digital Topco LLC DBA Resources and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.