401(k) · DOL Form 5500 · 2022

Wallace, Montgomery & Associates 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
194
Participants Below avg headcount
84th
Percentile by assets National rank
$166,991
Avg per participant Above avg balance/head
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Official DOL plan name: Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan · Sponsored by Wallace, Montgomery & Associates · Maryland · Professional & Technical Services

$32M in assets, 194 participants

Wallace, Montgomery & Associates's Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan reported $32M in total assets and 194 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #18,202 in Professional & Technical Services (21,562 peers)

Coverage in Maryland

Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan covers 194 participants in Maryland, about 21% of the average Maryland filer (state average ~929 per filing). Assets: $32M.

#18,202
in Professional & Technical Services (21,562 peers)
-15.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan's outsized position by total assets

Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$32,396,217 Top 16% higher than 84% 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

Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing 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. Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (194 participants).

EBSA filing schedule strip

Filing strip 521051946 · Wallace, Montgomery & Associates PY 2022 · 401(k)

Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan · $32M · 194 · 84th

  • BOOK $32M
  • VS-ST 194
  • BOY 84th
  • SCH 401(k)
  • EBSA near Interface Rehab, Inc. 401(k) Retirement Savings Plan
  • PART ind #18202

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 Maryland →

Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing PlanWallace, Montgomery & Associ…$32MInterface Rehab, Inc. 401(k) Retirement Savings PlanInterface Rehab, Inc. 401(k)…$32MNovaria Holdings 401(k) Plan$32MAutoneum North America, Inc. Bloomsburg Union Retirement and Savings PlanAutoneum North America, Inc.…$32MBrr Architecture, Inc. Profit Sharing 401(k) PlanBrr Architecture, Inc. Profi…$32M
End-of-year total assets ($M) among Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$32M
Net Income-$6M
Employer EIN521051946
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wallace, Montgomery & Associates)

Sponsor-wide plan assets over time

All Wallace, Montgomery & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$45M 38.31622994746578% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.4M $44.8M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 194 $32M
2023 1 193 $38M
2024 1 211 $45M

Nearby 401(k) Plans in Maryland

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

Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.032396217 · Participants: 194Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Interface Rehab, Inc. 401(k) Retirement Savings Plan in CA ($32M); 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.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan declined sharply - down 15.6% during 2022, from $38M to $32M. Reported net income was -$6M.
How have Wallace, Montgomery & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wallace, Montgomery & Associates's sponsor-wide assets grew 38.3%, from $32M to $45M.
Where does Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Interface Rehab, Inc. 401(k) Retirement Savings Plan in CA ($32M, 835 participants).
Which 401(k) plans cover a similar participant headcount to Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is L.I.F. Industries, Inc. 401(k) Plan in NY (194 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 521051946.

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.