401(k) · DOL Form 5500 · 2022

Montrose Environmental Group, Inc. 401(k) Plan

Data updated 2026-08-25

$129M
Total assets Near avg plan size
1,676
Participants Near avg headcount
94th
Percentile by assets National rank
$76,830
Avg per participant Below avg balance/head
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Official DOL plan name: Montrose Environmental Group 401(k) Plan · Sponsored by Montrose Environmental Group, Inc. · California · Professional & Technical Services

$129M in assets, 1,676 participants

Montrose Environmental Group, Inc.'s Montrose Environmental Group 401(k) Plan reported $129M in total assets and 1,676 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #20,506 in Professional & Technical Services (21,562 peers)

Coverage in California

Montrose Environmental Group 401(k) Plan covers 1,676 participants in California, 2.7x the typical California plan (state average ~630 per filing). Assets: $129M.

#20,506
in Professional & Technical Services (21,562 peers)
+35.8%
assets growth YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montrose Environmental Group 401(k) Plan's outsized position by total assets

Montrose Environmental Group 401(k) Plan vs every filed plan by assets

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

$128,766,909 Top 6% higher than 94% 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

Montrose Environmental Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montrose Environmental Group 401(k) Plan lands in the large band (1,676 participants).

Form 5500 schedule snapshot

Filing strip 464195044 · Montrose Environmental Group, Inc. PY 2022 · 401(k)

Montrose Environmental Group 401(k) Plan · $129M · 1,676 · 94th

  • RANK $129M
  • PHOTO 1,676
  • IND 94th
  • EOY 401(k)
  • 5500 near American Hospital Association 401(k) Thrift and Savings Plan
  • ASSETS ind #20506

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 Professional & Technical Services retirement plans → · Plans in California →

Montrose Environmental Group 401(k) Plan in the asset neighbourhood

American Hospital Association 401(k) Thrift and Savings PlanAmerican Hospital Associatio…$129MM/I Homes, Inc. 401(k) Profit Sharing PlanM/I Homes, Inc. 401(k) Profi…$129MMontrose Environmental Group 401(k) PlanMontrose Environmental Group…$129MMelroe Savings and Investment PlanMelroe Savings and Investmen…$129MPilot Catastrophe Services, Inc. 401(k) Profit Sharing PlanPilot Catastrophe Services, …$129M
End-of-year total assets ($M) among Montrose Environmental Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$129M
Net Income-$6M
Employer EIN464195044
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montrose Environmental Group, Inc.)

Sponsor-wide plan assets over time

All Montrose Environmental Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$191M 48.424606511289326% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $129M $191M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 1,676 $129M
2023 1 2,281 $156M
2024 1 2,052 $191M

Nearby 401(k) Plans in California

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

Montrose Environmental Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Montrose Environmental Group 401(k) Plan, Total assets ($B): 0.128766909 · Participants: 1676Montrose Environmental Group 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Montrose Environmental Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Montrose Environmental Group 401(k) Plan side-by-side with 3 peers →

Montrose Environmental Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is American Hospital Association 401(k) Thrift and Savings Plan in IL ($129M); by covered participants it is Uma Education, Inc. 401(k) Retirement Plan in FL (1,676 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,676 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 Montrose Environmental Group 401(k) Plan assets move in 2022? ▼
Montrose Environmental Group 401(k) Plan surged - up 35.8% during 2022, from $95M to $129M. Reported net income was -$6M.
How have Montrose Environmental Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montrose Environmental Group, Inc.'s sponsor-wide assets grew 48.4%, from $129M to $191M.
Where does Montrose Environmental Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Montrose Environmental Group 401(k) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Montrose Environmental Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Hospital Association 401(k) Thrift and Savings Plan in IL ($129M, 429 participants).
Which 401(k) plans cover a similar participant headcount to Montrose Environmental Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uma Education, Inc. 401(k) Retirement Plan in FL (1,676 participants, $30M 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 464195044.

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.