401(k) · DOL Form 5500 · 2022
Montage Hotels and Resorts, LLC 401(k) Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 2,369
- Participants Above avg headcount
- 90th
- Percentile by assets National rank
- $28,616
- Avg per participant Low balance/head
Official DOL plan name: Montage Hotels & Resorts 401(k) Plan · Sponsored by Montage Hotels and Resorts, LLC · California · Food Services & Accommodation
$68M in assets, 2,369 participants
Montage Hotels and Resorts, LLC's Montage Hotels & Resorts 401(k) Plan reported $68M in total assets and 2,369 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #4,485 in Food Services & Accommodation (4,592 peers)
Coverage in California
Montage Hotels & Resorts 401(k) Plan covers 2,369 participants in California, 3.8x the typical California plan (state average ~630 per filing). Assets: $68M.
- #4,485
- in Food Services & Accommodation (4,592 peers)
- -11.4%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Montage Hotels & Resorts 401(k) Plan's outsized position by total assets
Montage Hotels & Resorts 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$67,792,268 Top 10% higher than 90% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Montage Hotels & Resorts 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. Montage Hotels & Resorts 401(k) Plan lands in the large band (2,369 participants).
Plan-year Form 5500 strip
Filing strip 030387343 · Montage Hotels and Resorts, LLC PY 2022 · 401(k)
Montage Hotels & Resorts 401(k) Plan · $68M · 2,369 · 90th
- SCH $68M
- EBSA 2,369
- PART 90th
- TYPE 401(k)
- NET near North American Electric Reliability Corporation Savings and Investment Plan
- BOOK ind #4485
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 Food Services & Accommodation retirement plans → · Plans in California →
Montage Hotels & Resorts 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | -$9M |
| Employer EIN | 030387343 |
| Plan Effective Date | 2003-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montage Hotels and Resorts, LLC)
Sponsor-wide plan assets over time
All Montage Hotels and Resorts, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $113M 66.2659965882835% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,369 | $68M |
| 2023 | 1 | 4,931 | $91M |
| 2024 | 1 | 3,814 | $113M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Montage Hotels & Resorts 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is North American Electric Reliability Corporation Savings and Investment Plan in GA ($68M); by covered participants it is Wls 401(k) Plan in IN (2,368 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
- North American Electric Reliability Corporation Savings and Investment Plan (GA) $68M · 206
- Humana Puerto Rico Retirement Savings Plan (KY) $68M · 1,109
- Cambridge Systematics, Inc. 401(k) Plan (MA) $68M · 220
- International Sos and the International Sos Group of Companies 401(k) Plan (PA) $68M · 1,094
Similar participant headcount
Nearest other-state filings by covered participants (2,369 participants); asset peers above are excluded.
- Wls 401(k) Plan (IN) 2,368 · 1 off
- Retirement Savings Plan (CT) 2,371 · 2 off
- Nibe USA 401(k) Retirement Plan (IN) 2,367 · 2 off
- Delmar Gardens Enterprises, Inc. 401(k) Profit Sharing Plan (MO) 2,367 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.