401(k)
2022 plan-year 401(k) DOL Form 5500

The North Fork Express/Montauk Bus Companies 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Montauk Bus Service, Inc. · New York · Transportation & Warehousing

What the 2023 filing shows

The North Fork Express/Montauk Bus Companies 401(k) Savings Plan holds $957K for 328 participants — about $2,917 per participant, up 28.3% over the 2022 plan year.

$957K
total plan assets (2022 EOY)
328
covered participants
$2,917
avg assets per participant
+28.3%
assets growth YoY
Total Assets (2023)
$957K
Participants
328
State
Industry
Transportation & Warehousing

What the Filing Says About The North Fork Express/Montauk Bus Companies 401(k) Savings Plan

The North Fork Express/Montauk Bus Companies 401(k) Savings Plan is a 401(k) retirement plan sponsored by Montauk Bus Service, Inc., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $957K in total end-of-year assets and covers 328 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 113459790, and the plan has been effective since 2019-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $746K at the beginning of 2022 to $957K at year-end — a gain of 28.3%. Net assets (after liabilities) closed the year at $957K, with reported net income of $224K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$746K
Total Assets (End of Year)$957K
Net Assets (End of Year)$957K
Net Income$224K
Plan Type401(k)
Employer EIN113459790
Plan Effective Date2019-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montauk Bus Service, Inc.)

Year Plans Participants Total Assets
2022 1 328 $957K
2023 1 350 $1M
2024 1 314 $2M

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Frequently Asked Questions

How much money is in the The North Fork Express/Montauk Bus Companies 401(k) Savings Plan?
As of the 2022 Form 5500 filing, The North Fork Express/Montauk Bus Companies 401(k) Savings Plan holds $957K in total assets with 328 participants. It is sponsored by Montauk Bus Service, Inc..
What type of plan is The North Fork Express/Montauk Bus Companies 401(k) Savings Plan?
The North Fork Express/Montauk Bus Companies 401(k) Savings Plan is a 401(k) plan. It has been effective since 2019-12-01. The plan is filed with the U.S. Department of Labor under EIN 113459790.
Who sponsors the The North Fork Express/Montauk Bus Companies 401(k) Savings Plan?
The North Fork Express/Montauk Bus Companies 401(k) Savings Plan is sponsored by Montauk Bus Service, Inc., located in New York. The sponsor's EIN is 113459790 and the plan operates in the Transportation & Warehousing industry.
How did The North Fork Express/Montauk Bus Companies 401(k) Savings Plan perform in 2022?
The North Fork Express/Montauk Bus Companies 401(k) Savings Plan grew by 28.3% during 2022, moving from $746K to $957K in total assets. Net income was $224K.
Where can I find official filings for The North Fork Express/Montauk Bus Companies 401(k) Savings Plan?
Official Form 5500 filings for The North Fork Express/Montauk Bus Companies 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 113459790 or plan name at efast.dol.gov.
How does The North Fork Express/Montauk Bus Companies 401(k) Savings Plan compare to other plans?
You can compare The North Fork Express/Montauk Bus Companies 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 113459790.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.