401(k) · DOL Form 5500 · 2023

Montgomery Enrichment, Inc. 401(k) Plan

Data updated 2026-08-25

$634
Total assets Small plan by assets
1
Participants Small participant base
0th
Percentile by assets National rank
$634
Avg per participant Low balance/head
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Official DOL plan name: Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan · Sponsored by Montgomery Enrichment, Inc. · New Hampshire · Educational Services

$634 in assets, 1 participants

Montgomery Enrichment, Inc.'s Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan reported $634 in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 0th 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.

  • #16 in Educational Services (3,735 peers)

Montgomery Enrichment, Inc. multi-year trail

Montgomery Enrichment, Inc.'s plans moved -93.1% in assets from 2022 to 2024; this filing shows Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan at $634 / 1 participant.

#16
in Educational Services (3,735 peers)
-99.2%
assets change YoY

The plan reported a net loss of $83K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$634 0th percentile higher than 0% 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

Montgomery Enrichment, 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. Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $84K in the plan year 2022 filing to $634 in the plan year 2023 filing.
  • Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan reported net income fell from -$76K in the plan year 2022 filing to -$83K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 872132294 · Montgomery Enrichment, Inc. PY 2023 · 401(k)

Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan · $634 · 1 · 0th

  • NET $634
  • BOOK 1
  • VS-ST 0th
  • BOY 401(k)
  • SCH near Fayzak LLC 401(k) Profit Sharing Plan & Trust
  • EBSA ind #16

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 Educational Services retirement plans → · Plans in New Hampshire →

Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Montgomery Enrichment, Inc. 401(k) Profit Sharing PlanMontgomery Enrichment, Inc. …$634Fayzak LLC 401(k) Profit Sharing Plan & TrustFayzak LLC 401(k) Profit Sha…$636Rex Direct Net Inc 401(k) Profit Sharing Plan & TrustRex Direct Net Inc 401(k) Pr…$637Kenam Services, Inc. Retirement PlanKenam Services, Inc. Retirem…$630Southwest Brokerage Company 401(k) Profit Sharing Plan & TrustSouthwest Brokerage Company …$639
End-of-year total assets ($M) among Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montgomery Enrichment, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Montgomery Enrichment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6K 93.06593262550793% vs 2022
2024 filing year
$0M$0.05M$0.1M 202220232024 $0.08M $0.01M ▼ -87.5%
Year Plans Participants Total Assets
2022 1 1 $84K
2023 1 1 $634
2024 1 2 $6K

Montgomery Enrichment, Inc. filing trail (2023)

Total Assets (Beginning of Year)$84K
Net Assets (End of Year)$634
Net Income-$83K
Employer EIN872132294
Plan Effective Date2021-08-13
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan, Total assets ($M): 0.000634 · Participants: 1Montgomery Enrichment, Inc. 401(k) Profit Sharing PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside New Hampshire, the nearest 401(k) by assets is Fayzak LLC 401(k) Profit Sharing Plan & Trust in NJ ($636); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan contracted severely - down 99.2% during 2023, from $84K to $634. Reported net income was -$83K.
How have Montgomery Enrichment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomery Enrichment, Inc.'s sponsor-wide assets declined 93.1%, from $84K to $6K.
Where does Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan ranks in the 0th 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 Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fayzak LLC 401(k) Profit Sharing Plan & Trust in NJ ($636, 2 participants).
Which 401(k) plans cover a similar participant headcount to Montgomery Enrichment, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 872132294.

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.