Profit Sharing · DOL Form 5500 · 2022

Monterey Financial Services, LLC Profit Sharing Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
88
Participants Small participant base
83rd
Percentile by assets National rank
$338,921
Avg per participant High balance/head
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Official DOL plan name: Monterey Financial Services, LLC Profit Sharing Plan and Trust · Sponsored by Monterey Financial Services, LLC · California · Finance & Insurance

$30M in assets, 88 participants

Monterey Financial Services, LLC's Monterey Financial Services, LLC Profit Sharing Plan and Trust reported $30M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,681 in Finance & Insurance (9,261 peers)

Where Monterey Financial Services, LLC Profit Sharing Plan and Trust sits by assets

Monterey Financial Services, LLC Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $30M for 88 participants (~$338,921/participant), down 8.4% in 2022.

#6,681
in Finance & Insurance (9,261 peers)
-8.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monterey Financial Services, LLC Profit Sharing Plan and Trust's outsized position by total assets

Monterey Financial Services, LLC Profit Sharing Plan and Trust vs every filed plan by assets

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

$29,825,089 Top 17% higher than 83% 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

Monterey Financial Services, LLC Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monterey Financial Services, LLC Profit Sharing Plan and Trust is a small filing (88 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 330369207 · Monterey Financial Services, LLC PY 2022 · Profit Sharing

Monterey Financial Services, LLC Profit Sharing Plan and Trust · $30M · 88 · 83rd

  • PHOTO $30M
  • PHOTO 88
  • PHOTO 83rd
  • PHOTO Profit Sharing
  • PHOTO near Rail Group 401(k) & Profit Sharing Plan
  • PHOTO ind #6681

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 Finance & Insurance retirement plans → · Plans in California →

Monterey Financial Services, LLC Profit Sharing Plan and Trust in the asset neighbourhood

IBEW Local No. 607 Annuity FundIBEW Local No. 607 Annuity F…$30MRail Group 401(k) & Profit Sharing PlanRail Group 401(k) & Profit S…$30MMonterey Financial Services, LLC Profit Sharing Plan and TrustMonterey Financial Services,…$30MBen Hill Griffin, Inc. Employees' Profit Sharing Plan and Trust AgreementBen Hill Griffin, Inc. Emplo…$30MTeamsters Local 814 Annuity FundTeamsters Local 814 Annuity …$30M
End-of-year total assets ($M) among Monterey Financial Services, LLC Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$30M
Net Income-$3M
Employer EIN330369207
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monterey Financial Services, LLC)

Sponsor-wide plan assets over time

All Monterey Financial Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 0.9724499111056831% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.1M $38.5M ▲ +1.0%
Year Plans Participants Total Assets
2022 2 178 $38M
2023 2 188 $46M
2024 1 91 $38M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Monterey Financial Services, LLC Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Monterey Financial Services, LLC Profit Sharing Plan and Trust, Total assets ($B): 0.029825089 · Participants: 88Monterey Financial Services, LLC Profit Sharing Plan and TrustIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Monterey Financial Services, LLC Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Monterey Financial Services, LLC Profit Sharing Plan and Trust side-by-side with 3 peers →

Monterey Financial Services, LLC Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Rail Group 401(k) & Profit Sharing Plan in WA ($30M); by covered participants it is Cb Squared Services, Inc. Profit Sharing Plan in VA (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Monterey Financial Services, LLC Profit Sharing Plan and Trust assets move in 2022? ▼
Monterey Financial Services, LLC Profit Sharing Plan and Trust pulled back noticeably - down 8.4% during 2022, from $33M to $30M. Reported net income was -$3M.
How have Monterey Financial Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monterey Financial Services, LLC's sponsor-wide assets grew 1.0%, from $38M to $38M.
Where does Monterey Financial Services, LLC Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Monterey Financial Services, LLC Profit Sharing Plan and Trust ranks in the 83rd 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 Profit Sharing plans are similar in size to Monterey Financial Services, LLC Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Rail Group 401(k) & Profit Sharing Plan in WA ($30M, 1,300 participants).
Which Profit Sharing plans cover a similar participant headcount to Monterey Financial Services, LLC Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cb Squared Services, Inc. Profit Sharing Plan in VA (88 participants, $1M 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 330369207.

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.