401(k) · DOL Form 5500 · 2023

Malone-Montgomery Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$7K
Total assets Small plan by assets
3
Participants Small participant base
1st
Percentile by assets National rank
$2,167
Avg per participant Low balance/head
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Official DOL plan name: Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Malone-Montgomery Enterprises, Inc. · California · Food Services & Accommodation

$7K in assets, 3 participants

Malone-Montgomery Enterprises, Inc.'s Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan reported $7K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #95 in Food Services & Accommodation (3,828 peers)

Malone-Montgomery Enterprises, Inc. multi-year trail

Malone-Montgomery Enterprises, Inc.'s plans moved +48.5% in assets from 2022 to 2023; this filing shows Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan at $7K / 3 participants.

#95
in Food Services & Accommodation (3,828 peers)
+48.5%
assets growth YoY

Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,502 1st percentile higher than 1% of 127,068 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 2023

Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan reported net income rose from -$58K in the plan year 2022 filing to $2K in the plan year 2023 filing.
  • Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4K in the plan year 2022 filing to $7K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 841947671 · Malone-Montgomery Enterprises, Inc. PY 2023 · 401(k)

Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan · $7K · 3 · 1st

  • PHOTO $7K
  • IND 3
  • EOY 1st
  • 5500 401(k)
  • ASSETS near Thg Properties, Inc 401(k) Plan
  • PCT ind #95

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 Food Services & Accommodation retirement plans → · Plans in California →

Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing PlanMalone-Montgomery Enterprise…$7KThg Properties, Inc 401(k) PlanThg Properties, Inc 401(k) P…$7KJireh Lanes and Pizza Investment PlanJireh Lanes and Pizza Invest…$7KLake Bluff Property Group Ltd 401(k) Profit Sharing Plan & TrustLake Bluff Property Group Lt…$6KAndrea Castle Real Estate LLC 401(k) Profit Sharing Plan & TrustAndrea Castle Real Estate LL…$7K
End-of-year total assets ($M) among Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Malone-Montgomery Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Malone-Montgomery Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7K 48.549234635595155% vs 2022
2023 filing year
$0M$0.01M$0.01M$0.02M 20222023 $0M $0.01M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 3 $4K
2023 2 3 $7K

Malone-Montgomery Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4K
Net Assets (End of Year)$7K
Net Income$2K
Employer EIN841947671
Plan Effective Date2019-06-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000006502 · Participants: 3Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Thg Properties, Inc 401(k) Plan in TX ($7K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan surged - up 48.5% during 2023, from $4K to $7K. Reported net income was $2K.
How have Malone-Montgomery Enterprises, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Malone-Montgomery Enterprises, Inc.'s sponsor-wide assets grew 48.5%, from $4K to $7K.
Where does Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thg Properties, Inc 401(k) Plan in TX ($7K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Malone-Montgomery Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841947671.

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.