401(k) · DOL Form 5500 · 2023
Montgomery Hospitality, Inc. Devitt 401(k) Plan
Data updated 2026-08-25
- $166K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $41,444
- Avg per participant Low balance/head
Official DOL plan name: Montgomery Hospitality, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Montgomery Hospitality, Inc. Devitt · New York · Food Services & Accommodation
$166K in assets, 4 participants
Montgomery Hospitality, Inc. Devitt's Montgomery Hospitality, Inc. 401(k) Profit Sharing Plan and Trust reported $166K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.
- #913 in Food Services & Accommodation (3,828 peers)
Montgomery Hospitality, Inc. Devitt multi-year trail
Montgomery Hospitality, Inc. Devitt's plans moved +122.6% in assets from 2022 to 2024; this filing shows Montgomery Hospitality, Inc. 401(k) Profit Sharing Plan and Trust at $166K / 4 participants.
- #913
- in Food Services & Accommodation (3,828 peers)
- +58.0%
- assets growth YoY
Montgomery Hospitality, Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Montgomery Hospitality, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$165,776 9th percentile higher than 9% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Montgomery Hospitality, Inc. 401(k) Profit Sharing Plan and Trust 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 Hospitality, Inc. 401(k) Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Montgomery Hospitality, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $29K in the plan year 2022 filing to $61K in the plan year 2023 filing.
- Montgomery Hospitality, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $105K in the plan year 2022 filing to $166K in the plan year 2023 filing.
- Montgomery Hospitality, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 274805939 · Montgomery Hospitality, Inc. Devitt PY 2023 · 401(k)
Montgomery Hospitality, Inc. 401(k) Profit Sharing Plan and Trust · $166K · 4 · 9th
- BOOK $166K
- VS-ST 4
- BOY 9th
- SCH 401(k)
- EBSA near West Cameron Realty Corp 401(k) Plan
- PART ind #913
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 New York →
Montgomery Hospitality, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Montgomery Hospitality, Inc. Devitt multi-year asset trail
Sponsor-wide plan assets over time
All Montgomery Hospitality, Inc. Devitt plans reported in each filing year
- Latest sponsor-wide plan assets
- $234K 122.61942212181009% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $105K |
| 2023 | 1 | 4 | $166K |
| 2024 | 1 | 4 | $234K |
Montgomery Hospitality, Inc. Devitt filing trail (2023)
| Total Assets (Beginning of Year) | $105K |
|---|---|
| Net Assets (End of Year) | $166K |
| Net Income | $61K |
| Employer EIN | 274805939 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Montgomery Hospitality, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is West Cameron Realty Corp 401(k) Plan in NC ($166K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($166K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.