401(k) · DOL Form 5500 · 2022

Montague Derose and Associates, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
14
Participants Small participant base
50th
Percentile by assets National rank
$346,200
Avg per participant High balance/head
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Official DOL plan name: Montague Derose and Associates, LLC 401(k) Plan · Sponsored by Montague Derose and Associates, LLC · California · Professional & Technical Services

$5M in assets, 14 participants

Montague Derose and Associates, LLC's Montague Derose and Associates, LLC 401(k) Plan reported $5M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #10,289 in Professional & Technical Services (21,562 peers)

Montague Derose and Associates, LLC multi-year trail

Montague Derose and Associates, LLC's plans moved +54.6% in assets from 2022 to 2024; this filing shows Montague Derose and Associates, LLC 401(k) Plan at $5M / 14 participants.

#10,289
in Professional & Technical Services (21,562 peers)
-16.0%
assets change YoY

The plan reported a net loss of $921K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montague Derose and Associates, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Montague Derose and Associates, LLC 401(k) Plan vs every filed plan by assets

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

$4,846,794 Top 50% higher than 50% 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

Montague Derose and Associates, LLC 401(k) 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. Montague Derose and Associates, LLC 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 954529722 · Montague Derose and Associates, LLC PY 2022 · 401(k)

Montague Derose and Associates, LLC 401(k) Plan · $5M · 14 · 50th

  • TYPE $5M
  • TYPE 14
  • TYPE 50th
  • TYPE 401(k)
  • TYPE near Tacoma Dodge Chrysler Jeep 401(k) Plan
  • TYPE ind #10289

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 Professional & Technical Services retirement plans → · Plans in California →

Montague Derose and Associates, LLC 401(k) Plan in the asset neighbourhood

Montague Derose and Associates, LLC 401(k) PlanMontague Derose and Associat…$5MTacoma Dodge Chrysler Jeep 401(k) PlanTacoma Dodge Chrysler Jeep 4…$5MTotal Care Rx Profit Sharing$5MNw Indiana Telco 401(k) Plan$5MDutton & Associates PC Retirement Savings PlanDutton & Associates PC Retir…$5M
End-of-year total assets ($M) among Montague Derose and Associates, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Montague Derose and Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Montague Derose and Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 54.577025555449644% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.85M $7.49M ▲ +54.4%
Year Plans Participants Total Assets
2022 1 14 $5M
2023 1 12 $6M
2024 1 12 $7M

Montague Derose and Associates, LLC filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$921K
Employer EIN954529722
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Montague Derose and Associates, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Montague Derose and Associates, LLC 401(k) Plan, Total assets ($B): 0.004846794 · Participants: 14Montague Derose and Associates, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Montague Derose and Associates, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Montague Derose and Associates, LLC 401(k) Plan side-by-side with 3 peers →

Montague Derose and Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tacoma Dodge Chrysler Jeep 401(k) Plan in WA ($5M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Montague Derose and Associates, LLC 401(k) Plan assets move in 2022? ▼
Montague Derose and Associates, LLC 401(k) Plan declined sharply - down 16.0% during 2022, from $6M to $5M. Reported net income was -$921K.
How have Montague Derose and Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montague Derose and Associates, LLC's sponsor-wide assets grew 54.6%, from $5M to $7M.
Which 401(k) plans are similar in size to Montague Derose and Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tacoma Dodge Chrysler Jeep 401(k) Plan in WA ($5M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Montague Derose and Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M 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 954529722.

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.