401(k) · DOL Form 5500 · 2023

Montage Hotels and Resorts, LLC 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
4,931
Participants Above avg headcount
91st
Percentile by assets National rank
$18,542
Avg per participant Low balance/head
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Official DOL plan name: Montage Hotels & Resorts 401(k) Plan · Sponsored by Montage Hotels and Resorts, LLC · California · Food Services & Accommodation

$91M in assets, 4,931 participants

Montage Hotels and Resorts, LLC's Montage Hotels & Resorts 401(k) Plan reported $91M in total assets and 4,931 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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 (3,828 peers)

Coverage in California

Montage Hotels & Resorts 401(k) Plan covers 4,931 participants in California, 7.8x the typical California plan (state average ~630 per filing). Assets: $91M.

#3,733
in Food Services & Accommodation (3,828 peers)
+34.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Montage Hotels & Resorts 401(k) Plan's outsized position by total assets

Montage Hotels & Resorts 401(k) Plan vs every filed plan by assets

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

$91,428,646 Top 9% higher than 91% 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

Montage Hotels & Resorts 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montage Hotels & Resorts 401(k) Plan lands in the large band (4,931 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montage Hotels & Resorts 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Montage Hotels & Resorts 401(k) Plan reported participants rose from 2,369 in the plan year 2022 filing to 4,931 in the plan year 2023 filing.
  • Montage Hotels & Resorts 401(k) Plan end-of-year assets rose from $68M in the plan year 2022 filing to $91M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030387343 · Montage Hotels and Resorts, LLC PY 2023 · 401(k)

Montage Hotels & Resorts 401(k) Plan · $91M · 4,931 · 91st

  • SCH $91M
  • SCH 4,931
  • SCH 91st
  • SCH 401(k)
  • SCH near Bard Rao Athanas Consulting Engineers, LLC 401(k) Plan
  • SCH 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 California →

Montage Hotels & Resorts 401(k) Plan in the asset neighbourhood

Hyundai 401(k) Plan$91MMontage Hotels & Resorts 401(k) PlanMontage Hotels & Resorts 401…$91MEmployees' Profit Sharing Plan of Anesthesia Group of Albany, P. C.Employees' Profit Sharing Pl…$91MBard Rao Athanas Consulting Engineers, LLC 401(k) PlanBard Rao Athanas Consulting …$91MNorthrim Bank Savings Incentive PlanNorthrim Bank Savings Incent…$91M
End-of-year total assets ($M) among Montage Hotels & Resorts 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$91M
Net Income$24M
Employer EIN030387343
Plan Effective Date2003-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montage Hotels and Resorts, LLC)

Sponsor-wide plan assets over time

All Montage Hotels and Resorts, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$113M 66.2659965882835% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $67.8M $113M ▲ +66.3%
Year Plans Participants Total Assets
2022 1 2,369 $68M
2023 1 4,931 $91M
2024 1 3,814 $113M

Nearby 401(k) Plans in California

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

Montage Hotels & Resorts 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Montage Hotels & Resorts 401(k) Plan, Total assets ($B): 0.091428646 · Participants: 4931Montage Hotels & Resorts 401(k) PlanWells 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
Montage Hotels & Resorts 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Montage Hotels & Resorts 401(k) Plan side-by-side with 3 peers →

Montage Hotels & Resorts 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bard Rao Athanas Consulting Engineers, LLC 401(k) Plan in MA ($91M); by covered participants it is Doctors Hospital at Renaissance 401(k) Plan in TX (4,930 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,931 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 Montage Hotels & Resorts 401(k) Plan assets move in 2023? ▼
Montage Hotels & Resorts 401(k) Plan surged - up 34.9% during 2023, from $68M to $91M. Reported net income was $24M.
How have Montage Hotels and Resorts, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montage Hotels and Resorts, LLC's sponsor-wide assets grew 66.3%, from $68M to $113M.
Where does Montage Hotels & Resorts 401(k) Plan rank by assets among Form 5500 filers? ▼
Montage Hotels & Resorts 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Montage Hotels & Resorts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bard Rao Athanas Consulting Engineers, LLC 401(k) Plan in MA ($91M, 478 participants).
Which 401(k) plans cover a similar participant headcount to Montage Hotels & Resorts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Doctors Hospital at Renaissance 401(k) Plan in TX (4,930 participants, $190M 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 030387343.

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.