401(k) · DOL Form 5500 · 2022

Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
14
Participants Small participant base
28th
Percentile by assets National rank
$91,337
Avg per participant Below avg balance/head
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Official DOL plan name: Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan · Sponsored by Montenegro, Thompson, Montenegro & Genz, P.C. · New Jersey · Professional & Technical Services

$1M in assets, 14 participants

Montenegro, Thompson, Montenegro & Genz, P.C.'s Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan reported $1M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,161 in Professional & Technical Services (21,562 peers)

2022 asset change

Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan pulled back noticeably 13.6% in 2022 ($1M → $1M) for 14 participants.

#5,161
in Professional & Technical Services (21,562 peers)
-13.6%
assets change YoY

The plan reported a net loss of $202K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan among the smaller filed plans by assets

Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan vs every filed plan by assets

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

$1,278,718 28th percentile higher than 28% 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

Montenegro, Thompson, Montenegro & Genz, P.C. 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. Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 222126637 · Montenegro, Thompson, Montenegro & Genz, P.C. PY 2022 · 401(k)

Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan · $1M · 14 · 28th

  • VS-ST $1M
  • VS-ST 14
  • VS-ST 28th
  • VS-ST 401(k)
  • VS-ST near Georgia Living Mgmt Inc. Retirement Svgs Plan
  • VS-ST ind #5161

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 New Jersey →

Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan in the asset neighbourhood

Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) PlanMontenegro, Thompson, Monten…$1MGeorgia Living Mgmt Inc. Retirement Svgs PlanGeorgia Living Mgmt Inc. Ret…$1MStancy Health Care Corp. 401(k) PlanStancy Health Care Corp. 401…$1MSouthland Polymers, Inc. 401(k) PlanSouthland Polymers, Inc. 401…$1MThe Dii 401(k) Plan$1M
End-of-year total assets ($M) among Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$202K
Employer EIN222126637
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan, Total assets ($B): 0.001278718 · Participants: 14Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan side-by-side with 3 peers →

Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Georgia Living Mgmt Inc. Retirement Svgs Plan in GA ($1M); 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 ($1M 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 Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan assets move in 2022? ▼
Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan pulled back noticeably - down 13.6% during 2022, from $1M to $1M. Reported net income was -$202K.
Which 401(k) plans are similar in size to Montenegro, Thompson, Montenegro & Genz, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Georgia Living Mgmt Inc. Retirement Svgs Plan in GA ($1M, 653 participants).
Which 401(k) plans cover a similar participant headcount to Montenegro, Thompson, Montenegro & Genz, P.C. 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 222126637.

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.