401(k) · DOL Form 5500 · 2022
Montgomery Place 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 194
- Participants Below avg headcount
- 27th
- Percentile by assets National rank
- $6,131
- Avg per participant Low balance/head
Official DOL plan name: Montgomery Place Employee Retirement Plan · Sponsored by Montgomery Place · Illinois · Other Services
$1M in assets, 194 participants
Montgomery Place's Montgomery Place Employee Retirement Plan reported $1M in total assets and 194 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #4,250 in Other Services (8,398 peers)
Coverage in Illinois
Montgomery Place Employee Retirement Plan covers 194 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $1M.
- #4,250
- in Other Services (8,398 peers)
- -4.0%
- assets change YoY
The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Montgomery Place Employee Retirement Plan among the smaller filed plans by assets
Montgomery Place Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,189,493 27th percentile higher than 27% 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
Montgomery Place Employee Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montgomery Place Employee Retirement Plan sits mid-pack in the medium band (194 participants).
EBSA filing schedule strip
Filing strip 363582046 · Montgomery Place PY 2022 · 401(k)
Montgomery Place Employee Retirement Plan · $1M · 194 · 27th
- VS-ST $1M
- BOY 194
- SCH 27th
- EBSA 401(k)
- PART near Hnm Systems 401(k) Plan
- TYPE ind #4250
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 Other Services retirement plans → · Plans in Illinois →
Montgomery Place Employee Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$50K |
| Employer EIN | 363582046 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Montgomery Place Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Hnm Systems 401(k) Plan in CA ($1M); by covered participants it is L.I.F. Industries, Inc. 401(k) Plan in NY (194 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 (194 participants); asset peers above are excluded.
- L.I.F. Industries, Inc. 401(k) Plan (NY) 194 · 0 off
- B.E.a.T., LLC 401(k) Plan (TX) 194 · 0 off
- Rainbow Grocery Cooperative, Inc. Retirement Plan (CA) 194 · 0 off
- Msr- Fsr 401(k) Plan (AZ) 194 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.