401(k) · DOL Form 5500 · 2022

Montgomery General Health Care System, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
300
Participants Below avg headcount
55th
Percentile by assets National rank
$20,638
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan · Sponsored by Montgomery General Health Care System, Inc. · West Virginia · Healthcare & Social Assistance

$6M in assets, 300 participants

Montgomery General Health Care System, Inc.'s Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 300 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #12,212 in Healthcare & Social Assistance (20,060 peers)

Montgomery General Health Care System, Inc. multi-year trail

Montgomery General Health Care System, Inc.'s plans moved +10.5% in assets from 2022 to 2024; this filing shows Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan at $6M / 300 participants.

#12,212
in Healthcare & Social Assistance (20,060 peers)
-16.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,191,452 Top 45% higher than 55% 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 General Health Care System, Inc. 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. Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (300 participants).

Published 5500 schedule card

Filing strip 550632601 · Montgomery General Health Care System, Inc. PY 2022 · 401(k)

Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan · $6M · 300 · 55th

  • EBSA $6M
  • PART 300
  • TYPE 55th
  • NET 401(k)
  • BOOK near Southern New England Healthcare Organization, Inc. 401(k) Plan
  • VS-ST ind #12212

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 West Virginia →

Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Montgomery General Health Care System, Inc. 401(k) Profit Sharing PlanMontgomery General Health Ca…$6MSouthern New England Healthcare Organization, Inc. 401(k) PlanSouthern New England Healthc…$6MParker Ibrahim & Berg LLP 401(k) PlanParker Ibrahim & Berg LLP 40…$6MIh Services Retirement Savings PlanIh Services Retirement Savin…$6MYavapai Apache Nation Enterprise 401(k) Retirement PlanYavapai Apache Nation Enterp…$6M
End-of-year total assets ($M) among Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Montgomery General Health Care System, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Montgomery General Health Care System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 10.54376259397634% vs 2022
2024 filing year
$6M$6.2M$6.4M$6.6M$6.8M$7M 202220232024 $6.19M $6.84M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 300 $6M
2023 1 394 $6M
2024 1 287 $7M

Montgomery General Health Care System, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN550632601
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in West Virginia

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

Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan, Total assets ($M): 6.191452 · Participants: 300Montgomery General Health Care System, Inc. 401(k) Profit Sharing PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($M): 808.481738 · Participants: 1866Orrick, Herrington & Sutcliffe LLP Retirement PlanCamc Health System Basic Retirement Plan, Total assets ($M): 593.785275 · Participants: 0Camc Health System Basic Retirement PlanAmerican Public Education Retirement Plan, Total assets ($M): 214.783036 · Participants: 2951American Public Education Retirement PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($M): 201.672584 · Participants: 2978United Bankshares, Inc. Savings and Stock Investment PlanWesbanco, Inc. Ksop, Total assets ($M): 185.637266 · Participants: 2334Wesbanco, Inc. Ksop
Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Southern New England Healthcare Organization, Inc. 401(k) Plan in CT ($6M); by covered participants it is Parry's Pizza 401(k) Plan in CO (300 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (300 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 General Health Care System, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan declined sharply - down 16.8% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Montgomery General Health Care System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomery General Health Care System, Inc.'s sponsor-wide assets grew 10.5%, from $6M to $7M.
Which 401(k) plans are similar in size to Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southern New England Healthcare Organization, Inc. 401(k) Plan in CT ($6M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Parry's Pizza 401(k) Plan in CO (300 participants, $606K 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 550632601.

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.