401(k) · DOL Form 5500 · 2022

Montage Medical Group 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
186
Participants Below avg headcount
65th
Percentile by assets National rank
$53,387
Avg per participant Low balance/head
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Official DOL plan name: Montage Medical Group 401(k) Profit Sharing Plan & Trust · Sponsored by Montage Medical Group · California · Healthcare & Social Assistance

$10M in assets, 186 participants

Montage Medical Group's Montage Medical Group 401(k) Profit Sharing Plan & Trust reported $10M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #14,072 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Montage Medical Group 401(k) Profit Sharing Plan & Trust covers 186 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $10M.

#14,072
in Healthcare & Social Assistance (20,060 peers)
+0.0%
assets growth YoY

Montage Medical Group 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Montage Medical Group 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$9,930,046 Top 35% higher than 65% 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

Montage Medical Group 401(k) Profit Sharing Plan & Trust 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. Montage Medical Group 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (186 participants).

Form 5500 schedule snapshot

Filing strip 264826604 · Montage Medical Group PY 2022 · 401(k)

Montage Medical Group 401(k) Profit Sharing Plan & Trust · $10M · 186 · 65th

  • BOY $10M
  • BOY 186
  • BOY 65th
  • BOY 401(k)
  • BOY near Delta Health Alliance, Inc. Retirement Plan
  • BOY ind #14072

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Montage Medical Group 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Montage Medical Group 401(k) Profit Sharing Plan & TrustMontage Medical Group 401(k)…$10MDelta Health Alliance, Inc. Retirement PlanDelta Health Alliance, Inc. …$10MR.a Jones & Co. Savings and Investment Bargaining PlanR.a Jones & Co. Savings and …$10MAlbertina Kerr Centers 401(k) Retirement Savings PlanAlbertina Kerr Centers 401(k…$10MTricor Industrial, Inc. 401(k) PlanTricor Industrial, Inc. 401(…$10M
End-of-year total assets ($M) among Montage Medical Group 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$2K
Employer EIN264826604
Plan Effective Date2009-03-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Montage Medical Group)

Sponsor-wide plan assets over time

All Montage Medical Group plans reported in each filing year

Latest sponsor-wide plan assets
$19M 88.88784603817545% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.93M $18.8M ▲ +88.9%
Year Plans Participants Total Assets
2022 1 186 $10M
2023 1 263 $14M
2024 1 304 $19M

Nearby 401(k) Plans in California

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

Montage Medical Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Montage Medical Group 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.009930046 · Participants: 186Montage Medical Group 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Montage Medical Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Montage Medical Group 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Montage Medical Group 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Delta Health Alliance, Inc. Retirement Plan in MS ($10M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Montage Medical Group 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Montage Medical Group 401(k) Profit Sharing Plan & Trust held essentially flat - up 0.0% during 2022, from $10M to $10M. Reported net income was $2K.
How have Montage Medical Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montage Medical Group's sponsor-wide assets grew 88.9%, from $10M to $19M.
Which 401(k) plans are similar in size to Montage Medical Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Delta Health Alliance, Inc. Retirement Plan in MS ($10M, 412 participants).
Which 401(k) plans cover a similar participant headcount to Montage Medical Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (186 participants, $53K 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 264826604.

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.