401(k) · DOL Form 5500 · 2022
Montgomery Inn, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 111
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $40,847
- Avg per participant Low balance/head
Official DOL plan name: Montgomery Inn, Inc. Profit Sharing Plan · Sponsored by Montgomery Inn, Inc. · Ohio · Food Services & Accommodation
$5M in assets, 111 participants
Montgomery Inn, Inc.'s Montgomery Inn, Inc. Profit Sharing Plan reported $5M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #3,733 in Food Services & Accommodation (4,592 peers)
Coverage in Ohio
Montgomery Inn, Inc. Profit Sharing Plan covers 111 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $5M.
- #3,733
- in Food Services & Accommodation (4,592 peers)
- +2.9%
- assets growth YoY
Montgomery Inn, Inc. Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Montgomery Inn, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,534,009 49th percentile higher than 49% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Montgomery Inn, Inc. 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 Inn, Inc. Profit Sharing Plan sits mid-pack in the medium band (111 participants).
Plan-year Form 5500 strip
Filing strip 310970090 · Montgomery Inn, Inc. PY 2022 · 401(k)
Montgomery Inn, Inc. Profit Sharing Plan · $5M · 111 · 49th
- VS-ST $5M
- BOY 111
- SCH 49th
- EBSA 401(k)
- PART near Foreland Refining Corporation 401(k) Profit Sharing Plan & Trust
- TYPE ind #3733
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 Ohio →
Montgomery Inn, Inc. Profit Sharing Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $128K |
| Employer EIN | 310970090 |
| Plan Effective Date | 1979-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Montgomery Inn, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Foreland Refining Corporation 401(k) Profit Sharing Plan & Trust in UT ($5M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- Green Box Loans Inc, 401(k) Plan (CA) 111 · 0 off
- Ivhp 401(k) Retirement Savings Plan (CA) 111 · 0 off
- Vador Ventures Inc 401(k) Profit Sharing Plan & Trust (MD) 111 · 0 off
- Lehi Valley Trading Co. 401(k) Plan (AZ) 111 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.