401(k) · DOL Form 5500 · 2022

Monticello Motor Club LLC 401(k) Plan

Data updated 2026-08-25

$142K
Total assets Small plan by assets
113
Participants Small participant base
8th
Percentile by assets National rank
$1,254
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust · Sponsored by Monticello Motor Club LLC · New York · Other Services

$142K in assets, 113 participants

Monticello Motor Club LLC's Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust reported $142K in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,518 in Other Services (8,398 peers)

Coverage in New York

Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust covers 113 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $142K.

#1,518
in Other Services (8,398 peers)
+42.7%
assets growth YoY

Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust among the smaller filed plans by assets

Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust vs every filed plan by assets

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

$141,670 8th percentile higher than 8% 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

Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust 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. Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust sits mid-pack in the medium band (113 participants).

Plan-year Form 5500 strip

Filing strip 205865569 · Monticello Motor Club LLC PY 2022 · 401(k)

Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust · $142K · 113 · 8th

  • PHOTO $142K
  • IND 113
  • EOY 8th
  • 5500 401(k)
  • ASSETS near Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan
  • PCT ind #1518

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 Other Services retirement plans → · Plans in New York →

Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust in the asset neighbourhood

Monticello Motor Club LLC 401(k) Profit Sharing Planand TrustMonticello Motor Club LLC 40…$142KStephanie Chung and Associates, Inc. 401(k) Profit Sharing PlanStephanie Chung and Associat…$142KCrizhek 401(k)$142KGrubb, Inc. 401(k) Plan$142KTam Ryatt Corp. 401(k) Profit Sharing PlanTam Ryatt Corp. 401(k) Profi…$142K
End-of-year total assets ($M) among Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$99K
Net Assets (End of Year)$142K
Net Income$50K
Employer EIN205865569
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust, Total assets ($B): 0.00014167 · Participants: 113Monticello Motor Club LLC 401(k) Profit Sharing Planand TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust vs. nearby 401(k) plans in New York, assets vs. participants

Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan in TX ($142K); by covered participants it is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($142K here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust assets move in 2022?
Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust surged - up 42.7% during 2022, from $99K to $142K. Reported net income was $50K.
Where does Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust rank by assets among Form 5500 filers?
Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust?
Among 401(k) plans in other states, the closest by assets is Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan in TX ($142K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Monticello Motor Club LLC 401(k) Profit Sharing Planand Trust?
Among 401(k) plans in other states, the closest by covered participants is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants, N/A in assets).