401(k) · DOL Form 5500 · 2022

Montereau, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
345
Participants Below avg headcount
52nd
Percentile by assets National rank
$15,331
Avg per participant Low balance/head
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Official DOL plan name: Montereau, Inc. 401(k) Plan · Sponsored by Montereau, Inc. · Oklahoma · Healthcare & Social Assistance

$5M in assets, 345 participants

Montereau, Inc.'s Montereau, Inc. 401(k) Plan reported $5M in total assets and 345 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #11,535 in Healthcare & Social Assistance (20,060 peers)

Coverage in Oklahoma

Montereau, Inc. 401(k) Plan covers 345 participants in Oklahoma, about 45% of the average Oklahoma filer (state average ~760 per filing). Assets: $5M.

#11,535
in Healthcare & Social Assistance (20,060 peers)
-25.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montereau, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Montereau, Inc. 401(k) Plan vs every filed plan by assets

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

$5,289,058 Top 48% higher than 52% 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

Montereau, Inc. 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. Montereau, Inc. 401(k) Plan sits mid-pack in the medium band (345 participants).

DOL schedule card

Filing strip 731571795 · Montereau, Inc. PY 2022 · 401(k)

Montereau, Inc. 401(k) Plan · $5M · 345 · 52nd

  • PCT $5M
  • EIN 345
  • RANK 52nd
  • PHOTO 401(k)
  • IND near Capital Southwest Corporation Employee Savings Plan
  • EOY ind #11535

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 Oklahoma →

Montereau, Inc. 401(k) Plan in the asset neighbourhood

Montereau, Inc. 401(k) Plan$5MCapital Southwest Corporation Employee Savings PlanCapital Southwest Corporatio…$5MAristacare Mep 401(k) Plan$5MPoseidon Barge Ltd 401(k) Profit Sharing Plan & TrustPoseidon Barge Ltd 401(k) Pr…$5MStoler of Westbury, Inc. 401(k) PlanStoler of Westbury, Inc. 401…$5M
End-of-year total assets ($M) among Montereau, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN731571795
Plan Effective Date2016-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Montereau, Inc.)

Sponsor-wide plan assets over time

All Montereau, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 2.8612278405719884% vs 2022
2024 filing year
$5.1M$5.2M$5.3M$5.4M$5.5M 202220232024 $5.29M $5.44M ▲ +2.8%
Year Plans Participants Total Assets
2022 1 345 $5M
2023 1 301 $5M
2024 1 314 $5M

Nearby 401(k) Plans in Oklahoma

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

Montereau, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Montereau, Inc. 401(k) Plan, Total assets ($B): 0.005289058 · Participants: 345Montereau, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Montereau, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Montereau, Inc. 401(k) Plan side-by-side with 3 peers →

Montereau, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Capital Southwest Corporation Employee Savings Plan in TX ($5M); by covered participants it is Sentry Data Systems, Inc. 401(k) Profit Sharing Plan in FL (345 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (345 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 Montereau, Inc. 401(k) Plan assets move in 2022? ▼
Montereau, Inc. 401(k) Plan declined sharply - down 25.2% during 2022, from $7M to $5M. Reported net income was -$2M.
How have Montereau, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montereau, Inc.'s sponsor-wide assets grew 2.9%, from $5M to $5M.
Which 401(k) plans are similar in size to Montereau, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Southwest Corporation Employee Savings Plan in TX ($5M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Montereau, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentry Data Systems, Inc. 401(k) Profit Sharing Plan in FL (345 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 731571795.

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.