401(k) · DOL Form 5500 · 2023

Monterey Mushrooms, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
1,455
Participants Near avg headcount
82nd
Percentile by assets National rank
$26,176
Avg per participant Low balance/head
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Official DOL plan name: Monterey Mushrooms 401(k) Plan · Sponsored by Monterey Mushrooms, LLC · California · Agriculture, Forestry & Fishing

$38M in assets, 1,455 participants

Monterey Mushrooms, LLC's Monterey Mushrooms 401(k) Plan reported $38M in total assets and 1,455 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #1,144 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in California

Monterey Mushrooms 401(k) Plan covers 1,455 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $38M.

#1,144
in Agriculture, Forestry & Fishing (1,288 peers)
+5.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Monterey Mushrooms 401(k) Plan's outsized position by total assets

Monterey Mushrooms 401(k) Plan vs every filed plan by assets

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

$38,085,831 Top 18% higher than 82% 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

Monterey Mushrooms 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. Monterey Mushrooms 401(k) Plan lands in the large band (1,455 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monterey Mushrooms 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Monterey Mushrooms 401(k) Plan reported participants fell from 1,575 in the plan year 2022 filing to 1,455 in the plan year 2023 filing.
  • Monterey Mushrooms 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $38M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770185497 · Monterey Mushrooms, LLC PY 2023 · 401(k)

Monterey Mushrooms 401(k) Plan · $38M · 1,455 · 82nd

  • EBSA $38M
  • EBSA 1,455
  • EBSA 82nd
  • EBSA 401(k)
  • EBSA near The Ifp Group of Companies Profit Sharing 401(k) Plan
  • EBSA ind #1144

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Monterey Mushrooms 401(k) Plan in the asset neighbourhood

Monterey Mushrooms 401(k) PlanMonterey Mushrooms 401(k) Pl…$38MMag Automotive 401(k) Savings PlanMag Automotive 401(k) Saving…$38MThe Ifp Group of Companies Profit Sharing 401(k) PlanThe Ifp Group of Companies P…$38MPurdue Federal Credit Union 401(k) Plan and TrustPurdue Federal Credit Union …$38MPenske Entertainment 401(k) PlanPenske Entertainment 401(k) …$38M
End-of-year total assets ($M) among Monterey Mushrooms 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$38M
Net Income$2M
Employer EIN770185497
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monterey Mushrooms, LLC)

Sponsor-wide plan assets over time

All Monterey Mushrooms, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 1.2867549256112147% vs 2022
2024 filing year
$35M$36M$37M$38M$39M 202220232024 $36M $35.5M ▼ -1.3%
Year Plans Participants Total Assets
2022 1 1,575 $36M
2023 1 1,455 $38M
2024 1 1,268 $35M

Nearby 401(k) Plans in California

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

Monterey Mushrooms 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Monterey Mushrooms 401(k) Plan, Total assets ($B): 0.038085831 · Participants: 1455Monterey Mushrooms 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
Monterey Mushrooms 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Monterey Mushrooms 401(k) Plan side-by-side with 3 peers →

Monterey Mushrooms 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Ifp Group of Companies Profit Sharing 401(k) Plan in IA ($38M); by covered participants it is Imc Companies, LLC Retirement Plan in TN (1,455 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,455 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 Monterey Mushrooms 401(k) Plan assets move in 2023? ▼
Monterey Mushrooms 401(k) Plan grew at a solid clip - up 5.9% during 2023, from $36M to $38M. Reported net income was $2M.
How have Monterey Mushrooms, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monterey Mushrooms, LLC's sponsor-wide assets declined 1.3%, from $36M to $35M.
Where does Monterey Mushrooms 401(k) Plan rank by assets among Form 5500 filers? ▼
Monterey Mushrooms 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Monterey Mushrooms 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Ifp Group of Companies Profit Sharing 401(k) Plan in IA ($38M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Monterey Mushrooms 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Imc Companies, LLC Retirement Plan in TN (1,455 participants, $53M 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 770185497.

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.