401(k) · DOL Form 5500 · 2022
Monte Vista Grove Homes 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $39,957
- Avg per participant Low balance/head
Official DOL plan name: Monte Vista Grove 401(k) Plan · Sponsored by Monte Vista Grove Homes · California · Healthcare & Social Assistance
$4M in assets, 90 participants
Monte Vista Grove Homes's Monte Vista Grove 401(k) Plan reported $4M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #9,719 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Monte Vista Grove 401(k) Plan contracted severely 32.3% in 2022 ($5M → $4M) for 90 participants.
- #9,719
- in Healthcare & Social Assistance (20,060 peers)
- -32.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Monte Vista Grove 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Monte Vista Grove 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,596,134 44th percentile higher than 44% 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
Monte Vista Grove 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. Monte Vista Grove 401(k) Plan is a small filing (90 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 951652915 · Monte Vista Grove Homes PY 2022 · 401(k)
Monte Vista Grove 401(k) Plan · $4M · 90 · 44th
- 5500 $4M
- ASSETS 90
- PCT 44th
- EIN 401(k)
- RANK near Wachusett Brewing Company, Inc. 401(k) Plan
- PHOTO ind #9719
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 California →
Monte Vista Grove 401(k) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$2M |
| Employer EIN | 951652915 |
| Plan Effective Date | 1997-11-01 |
| Filing Status | FILING RECEIVED |
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
Monte Vista Grove 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Wachusett Brewing Company, Inc. 401(k) Plan in MA ($4M); by covered participants it is Choicelegal Retirement Savings Plan in FL (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (90 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.