401(k) · DOL Form 5500 · 2022

Montgomerys Furniture, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
115
Participants Small participant base
44th
Percentile by assets National rank
$30,875
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Montgomery's 401(k) Plan · Sponsored by Montgomerys Furniture, Inc. · South Dakota · Retail Trade

$4M in assets, 115 participants

Montgomerys Furniture, Inc.'s Montgomery's 401(k) Plan reported $4M in total assets and 115 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.

  • #5,048 in Retail Trade (9,519 peers)

Coverage in South Dakota

Montgomery's 401(k) Plan covers 115 participants in South Dakota, about 34% of the average South Dakota filer (state average ~340 per filing). Assets: $4M.

#5,048
in Retail Trade (9,519 peers)
-13.1%
assets change YoY

The plan reported a net loss of $537K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montgomery's 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Montgomery's 401(k) Plan vs every filed plan by assets

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

$3,550,632 44th percentile higher than 44% 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

Montgomery's 401(k) 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's 401(k) Plan sits mid-pack in the medium band (115 participants).

Plan-year Form 5500 strip

Filing strip 460399263 · Montgomerys Furniture, Inc. PY 2022 · 401(k)

Montgomery's 401(k) Plan · $4M · 115 · 44th

  • EOY $4M
  • 5500 115
  • ASSETS 44th
  • PCT 401(k)
  • EIN near The British Home 401(k) Plan
  • RANK ind #5048

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 South Dakota →

Montgomery's 401(k) Plan in the asset neighbourhood

Montgomery's 401(k) Plan$4MThe British Home 401(k) Plan$4MAdvanced Blending Solutions 401(k) PlanAdvanced Blending Solutions …$4MPrecision Franchising, Inc 401(k) PlanPrecision Franchising, Inc 4…$4MLendistry 401(k) Profit Sharing PlanLendistry 401(k) Profit Shar…$4M
End-of-year total assets ($M) among Montgomery's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Dakota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$537K
Employer EIN460399263
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montgomerys Furniture, Inc.)

Sponsor-wide plan assets over time

All Montgomerys Furniture, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.64052822145466% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.55M $4.82M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 115 $4M
2023 1 119 $4M
2024 1 112 $5M

Nearby 401(k) Plans in South Dakota

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

Montgomery's 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Montgomery's 401(k) Plan, Total assets ($M): 3.550632 · Participants: 115Montgomery's 401(k) PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 615.260397 · Participants: 2873Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 212.264423 · Participants: 13988Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 189.289255 · Participants: 2033Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 183.910332 · Participants: 1883Premier 401(k) PlanPoet Biorefining 401(k) Plan, Total assets ($M): 171.826935 · Participants: 2022Poet Biorefining 401(k) Plan
Montgomery's 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Montgomery's 401(k) Plan side-by-side with 3 peers →

Montgomery's 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is The British Home 401(k) Plan in IL ($4M); by covered participants it is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 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 (115 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 Montgomery's 401(k) Plan assets move in 2022? ▼
Montgomery's 401(k) Plan pulled back noticeably - down 13.1% during 2022, from $4M to $4M. Reported net income was -$537K.
How have Montgomerys Furniture, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomerys Furniture, Inc.'s sponsor-wide assets grew 35.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Montgomery's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The British Home 401(k) Plan in IL ($4M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Montgomery's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants, N/A 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 460399263.

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.