401(k) · DOL Form 5500 · 2022

Monterey Mushrooms, LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
1,575
Participants Near avg headcount
85th
Percentile by assets National rank
$22,829
Avg per participant Low balance/head
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Official DOL plan name: Monterey Mushrooms 401(k) Plan · Sponsored by Monterey Mushrooms, LLC · California · Agriculture, Forestry & Fishing

$36M in assets, 1,575 participants

Monterey Mushrooms, LLC's Monterey Mushrooms 401(k) Plan reported $36M in total assets and 1,575 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #1,386 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in California

Monterey Mushrooms 401(k) Plan covers 1,575 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $36M.

#1,386
in Agriculture, Forestry & Fishing (1,523 peers)
-17.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monterey Mushrooms 401(k) Plan's outsized position by total assets

Monterey Mushrooms 401(k) Plan vs every filed plan by assets

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

$35,955,487 Top 15% higher than 85% 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

Monterey Mushrooms 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monterey Mushrooms 401(k) Plan lands in the large band (1,575 participants).

Form 5500 schedule snapshot

Filing strip 770185497 · Monterey Mushrooms, LLC PY 2022 · 401(k)

Monterey Mushrooms 401(k) Plan · $36M · 1,575 · 85th

  • ASSETS $36M
  • ASSETS 1,575
  • ASSETS 85th
  • ASSETS 401(k)
  • ASSETS near Global Risk Consultants Corp. Tax Deferred Savings Plan
  • ASSETS ind #1386

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Monterey Mushrooms 401(k) Plan in the asset neighbourhood

The Employees of Alto-Shaam Retirement PlanThe Employees of Alto-Shaam …$36MIsaacson Retirement Plan$36MMonterey Mushrooms 401(k) PlanMonterey Mushrooms 401(k) Pl…$36MGlobal Risk Consultants Corp. Tax Deferred Savings PlanGlobal Risk Consultants Corp…$36MOak Hill Capital 401(k) Plan$36M
End-of-year total assets ($M) among Monterey Mushrooms 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$36M
Net Income-$8M
Employer EIN770185497
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monterey Mushrooms, LLC)

Sponsor-wide plan assets over time

All Monterey Mushrooms, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 1.2867549256112147% vs 2022
2024 filing year
$35M$36M$37M$38M$39M 202220232024 $36M $35.5M ▼ -1.3%
Year Plans Participants Total Assets
2022 1 1,575 $36M
2023 1 1,455 $38M
2024 1 1,268 $35M

Nearby 401(k) Plans in California

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

Monterey Mushrooms 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Monterey Mushrooms 401(k) Plan, Total assets ($B): 0.035955487 · Participants: 1575Monterey Mushrooms 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
Monterey Mushrooms 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Monterey Mushrooms 401(k) Plan side-by-side with 3 peers →

Monterey Mushrooms 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Global Risk Consultants Corp. Tax Deferred Savings Plan in MA ($36M); by covered participants it is Century Communities, Inc. 401(k) Plan in CO (1,575 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,575 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 Monterey Mushrooms 401(k) Plan assets move in 2022? ▼
Monterey Mushrooms 401(k) Plan declined sharply - down 17.9% during 2022, from $44M to $36M. Reported net income was -$8M.
How have Monterey Mushrooms, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monterey Mushrooms, LLC's sponsor-wide assets declined 1.3%, from $36M to $35M.
Where does Monterey Mushrooms 401(k) Plan rank by assets among Form 5500 filers? ▼
Monterey Mushrooms 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Monterey Mushrooms 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Global Risk Consultants Corp. Tax Deferred Savings Plan in MA ($36M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Monterey Mushrooms 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Century Communities, Inc. 401(k) Plan in CO (1,575 participants, $70M 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 770185497.

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.