401(k) · DOL Form 5500 · 2022

Montgomery Family Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$455K
Total assets Small plan by assets
20
Participants Small participant base
17th
Percentile by assets National rank
$22,763
Avg per participant Low balance/head
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Official DOL plan name: Montgomery Family Enterprises, Inc. Retirement Plan · Sponsored by Montgomery Family Enterprises, Inc. · Pennsylvania · Healthcare & Social Assistance

$455K in assets, 20 participants

Montgomery Family Enterprises, Inc.'s Montgomery Family Enterprises, Inc. Retirement Plan reported $455K in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 17th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,689 in Healthcare & Social Assistance (20,060 peers)

Montgomery Family Enterprises, Inc. multi-year trail

Montgomery Family Enterprises, Inc.'s plans moved +210.4% in assets from 2022 to 2024; this filing shows Montgomery Family Enterprises, Inc. Retirement Plan at $455K / 20 participants.

#2,689
in Healthcare & Social Assistance (20,060 peers)
+38.2%
assets growth YoY

Montgomery Family Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Montgomery Family Enterprises, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$455,269 17th percentile higher than 17% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Montgomery Family Enterprises, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montgomery Family Enterprises, Inc. Retirement Plan is a small filing (20 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 853382560 · Montgomery Family Enterprises, Inc. PY 2022 · 401(k)

Montgomery Family Enterprises, Inc. Retirement Plan · $455K · 20 · 17th

  • TYPE $455K
  • NET 20
  • BOOK 17th
  • VS-ST 401(k)
  • BOY near Envista Group Inc. 401(k) Plan
  • SCH ind #2689

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Montgomery Family Enterprises, Inc. Retirement Plan in the asset neighbourhood

Montgomery Family Enterprises, Inc. Retirement PlanMontgomery Family Enterprise…$455KEnvista Group Inc. 401(k) PlanEnvista Group Inc. 401(k) Pl…$455KOnsite Fleet 401(k) Plan$455KLittle Stars Childcare Inc. 401(k) PlanLittle Stars Childcare Inc. …$455KAmaturo Sonoma Media Group, LLC 401(k) PlanAmaturo Sonoma Media Group, …$455K
End-of-year total assets ($M) among Montgomery Family Enterprises, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Montgomery Family Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Montgomery Family Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 210.43602793073984% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.46M $1.41M ▲ +206.5%
Year Plans Participants Total Assets
2022 1 20 $455K
2023 1 27 $999K
2024 1 18 $1M

Montgomery Family Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$329K
Net Assets (End of Year)$455K
Net Income$126K
Employer EIN853382560
Plan Effective Date2020-10-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Montgomery Family Enterprises, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Montgomery Family Enterprises, Inc. Retirement Plan, Total assets ($B): 0.000455269 · Participants: 20Montgomery Family Enterprises, Inc. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Montgomery Family Enterprises, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Montgomery Family Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Montgomery Family Enterprises, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Envista Group Inc. 401(k) Plan in WA ($455K); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($455K here).

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Montgomery Family Enterprises, Inc. Retirement Plan assets move in 2022? ▼
Montgomery Family Enterprises, Inc. Retirement Plan surged - up 38.2% during 2022, from $329K to $455K. Reported net income was $126K.
How have Montgomery Family Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomery Family Enterprises, Inc.'s sponsor-wide assets grew 210.4%, from $455K to $1M.
Where does Montgomery Family Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Montgomery Family Enterprises, Inc. Retirement Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Montgomery Family Enterprises, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Envista Group Inc. 401(k) Plan in WA ($455K, 34 participants).
Which 401(k) plans cover a similar participant headcount to Montgomery Family Enterprises, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 853382560.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.