401(k) · DOL Form 5500 · 2022

Mta Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
294
Participants Below avg headcount
59th
Percentile by assets National rank
$25,619
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Montrose Auto Group 401(k) Retirement Savings Plan · Sponsored by Mta Investments, Inc. · Ohio · Retail Trade

$8M in assets, 294 participants

Mta Investments, Inc.'s Montrose Auto Group 401(k) Retirement Savings Plan reported $8M in total assets and 294 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #6,608 in Retail Trade (9,519 peers)

Coverage in Ohio

Montrose Auto Group 401(k) Retirement Savings Plan covers 294 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $8M.

#6,608
in Retail Trade (9,519 peers)
-5.6%
assets change YoY

The plan reported a net loss of $446K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montrose Auto Group 401(k) Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Montrose Auto Group 401(k) Retirement Savings Plan vs every filed plan by assets

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

$7,531,879 Top 41% higher than 59% 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

Montrose Auto Group 401(k) Retirement Savings 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. Montrose Auto Group 401(k) Retirement Savings Plan sits mid-pack in the medium band (294 participants).

DOL schedule card

Filing strip 592738546 · Mta Investments, Inc. PY 2022 · 401(k)

Montrose Auto Group 401(k) Retirement Savings Plan · $8M · 294 · 59th

  • SCH $8M
  • SCH 294
  • SCH 59th
  • SCH 401(k)
  • SCH near Uss Midway Museum 403(b) Plan
  • SCH ind #6608

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 Retail Trade retirement plans → · Plans in Ohio →

Montrose Auto Group 401(k) Retirement Savings Plan in the asset neighbourhood

Montrose Auto Group 401(k) Retirement Savings PlanMontrose Auto Group 401(k) R…$8MUss Midway Museum 403(b) Plan$8MAce Metal Crafts Co 401(k) Profit Sharing & Retirement PlanAce Metal Crafts Co 401(k) P…$8MAmerican Restoration Operations 401(k) PlanAmerican Restoration Operati…$8MFoxmar, Inc. Dba Etr 401(k) PlanFoxmar, Inc. Dba Etr 401(k) …$8M
End-of-year total assets ($M) among Montrose Auto Group 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$446K
Employer EIN592738546
Plan Effective Date1999-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mta Investments, Inc.)

Sponsor-wide plan assets over time

All Mta Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 38.74612165171533% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.53M $10.5M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 294 $8M
2023 1 415 $9M
2024 1 282 $10M

Nearby 401(k) Plans in Ohio

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

Montrose Auto Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Montrose Auto Group 401(k) Retirement Savings Plan, Total assets ($B): 0.007531879 · Participants: 294Montrose Auto Group 401(k) Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Montrose Auto Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Montrose Auto Group 401(k) Retirement Savings Plan side-by-side with 3 peers →

Montrose Auto Group 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Uss Midway Museum 403(b) Plan in CA ($8M); by covered participants it is Bueno Foods 401(k) Plan in NM (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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 Montrose Auto Group 401(k) Retirement Savings Plan assets move in 2022? ▼
Montrose Auto Group 401(k) Retirement Savings Plan pulled back noticeably - down 5.6% during 2022, from $8M to $8M. Reported net income was -$446K.
How have Mta Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mta Investments, Inc.'s sponsor-wide assets grew 38.7%, from $8M to $10M.
Which 401(k) plans are similar in size to Montrose Auto Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Uss Midway Museum 403(b) Plan in CA ($8M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Montrose Auto Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bueno Foods 401(k) Plan in NM (294 participants, $7M 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 592738546.

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.