401(k) · DOL Form 5500 · 2023

Mtgl, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
46
Participants Small participant base
40th
Percentile by assets National rank
$86,274
Avg per participant Below avg balance/head
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Official DOL plan name: Mtgl, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Mtgl, Inc. · California · Professional & Technical Services

$4M in assets, 46 participants

Mtgl, Inc.'s Mtgl, Inc. 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,616 in Professional & Technical Services (20,321 peers)

Mtgl, Inc. multi-year trail

Mtgl, Inc.'s plans moved +33.2% in assets from 2022 to 2024; this filing shows Mtgl, Inc. 401(k) Profit Sharing Plan & Trust at $4M / 46 participants.

#7,616
in Professional & Technical Services (20,321 peers)
+20.1%
assets growth YoY

Mtgl, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Mtgl, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,968,584 40th percentile higher than 40% 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

Mtgl, Inc. 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mtgl, Inc. 401(k) Profit Sharing Plan & Trust is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mtgl, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$715K in the plan year 2022 filing to $663K in the plan year 2023 filing.
  • Mtgl, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Mtgl, Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 48 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330580168 · Mtgl, Inc. PY 2023 · 401(k)

Mtgl, Inc. 401(k) Profit Sharing Plan & Trust · $4M · 46 · 40th

  • BOOK $4M
  • VS-ST 46
  • BOY 40th
  • SCH 401(k)
  • EBSA near Roto-Mix, LLC Retirement Plan 1
  • PART ind #7616

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 →

Mtgl, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mtgl, Inc. 401(k) Profit Sharing Plan & TrustMtgl, Inc. 401(k) Profit Sha…$4MRoto-Mix, LLC Retirement Plan 1Roto-Mix, LLC Retirement Pla…$4MKear Civil Corporation & Spectra 401(k) PlanKear Civil Corporation & Spe…$4MAdvanced Functional Fabrics of America, Inc. 401(k) PlanAdvanced Functional Fabrics …$4MChild Care Services Association 401(k) PlanChild Care Services Associat…$4M
End-of-year total assets ($M) among Mtgl, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mtgl, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mtgl, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.15242516586106% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.31M $4.4M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 48 $3M
2023 1 46 $4M
2024 1 40 $4M

Mtgl, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$663K
Employer EIN330580168
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Mtgl, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mtgl, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003968584 · Participants: 46Mtgl, Inc. 401(k) Profit Sharing Plan & TrustWells 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
Mtgl, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Mtgl, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Mtgl, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Roto-Mix, LLC Retirement Plan 1 in KS ($4M); by covered participants it is Savant Learning Systems, Inc. 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Mtgl, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Mtgl, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 20.1% during 2023, from $3M to $4M. Reported net income was $663K.
How have Mtgl, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mtgl, Inc.'s sponsor-wide assets grew 33.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Mtgl, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Roto-Mix, LLC Retirement Plan 1 in KS ($4M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Mtgl, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Savant Learning Systems, Inc. 401(k) Plan in TN (46 participants, $857K 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 330580168.

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.