401(k) · DOL Form 5500 · 2023

Montgomerys Furniture, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
119
Participants Small participant base
41st
Percentile by assets National rank
$35,478
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Montgomery's 401(k) Plan · Sponsored by Montgomerys Furniture, Inc. · South Dakota · Retail Trade

$4M in assets, 119 participants

Montgomerys Furniture, Inc.'s Montgomery's 401(k) Plan reported $4M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,380 in Retail Trade (8,414 peers)

Coverage in South Dakota

Montgomery's 401(k) Plan covers 119 participants in South Dakota, about 35% of the average South Dakota filer (state average ~340 per filing). Assets: $4M.

#4,380
in Retail Trade (8,414 peers)
+18.9%
assets growth YoY

Montgomery's 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Montgomery's 401(k) Plan vs every filed plan by assets

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

$4,221,886 41st percentile higher than 41% 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's 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montgomery's 401(k) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montgomery's 401(k) Plan reported net income rose from -$537K in the plan year 2022 filing to $671K in the plan year 2023 filing.
  • Montgomery's 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Montgomery's 401(k) Plan reported participants rose from 115 in the plan year 2022 filing to 119 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 460399263 · Montgomerys Furniture, Inc. PY 2023 · 401(k)

Montgomery's 401(k) Plan · $4M · 119 · 41st

  • BOY $4M
  • BOY 119
  • BOY 41st
  • BOY 401(k)
  • BOY near Ampco Contracting, Inc. 401(k) Prevailing Wage Plan
  • BOY ind #4380

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 Retail Trade retirement plans → · Plans in South Dakota →

Montgomery's 401(k) Plan in the asset neighbourhood

Montgomery's 401(k) Plan$4MAmpco Contracting, Inc. 401(k) Prevailing Wage PlanAmpco Contracting, Inc. 401(…$4MBrian B. Blatter, D.D.S. Profit Sharing 401(k) PlanBrian B. Blatter, D.D.S. Pro…$4MBenchmark Engineering Corporation 401(k) Profit Sharing Plan and TrustBenchmark Engineering Corpor…$4MCis 401(k) Savings Plan$4M
End-of-year total assets ($M) among Montgomery's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Dakota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$671K
Employer EIN460399263
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montgomerys Furniture, Inc.)

Sponsor-wide plan assets over time

All Montgomerys Furniture, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.64052822145466% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.55M $4.82M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 115 $4M
2023 1 119 $4M
2024 1 112 $5M

Nearby 401(k) Plans in South Dakota

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

Montgomery's 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Montgomery's 401(k) Plan, Total assets ($M): 4.221886 · Participants: 119Montgomery's 401(k) PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
Montgomery's 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Montgomery's 401(k) Plan side-by-side with 3 peers →

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

Outside South Dakota, the nearest 401(k) by assets is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA ($4M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Montgomery's 401(k) Plan assets move in 2023? ▼
Montgomery's 401(k) Plan grew sharply - up 18.9% during 2023, from $4M to $4M. Reported net income was $671K.
How have Montgomerys Furniture, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomerys Furniture, Inc.'s sponsor-wide assets grew 35.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Montgomery's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA ($4M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Montgomery's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants, N/A 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 460399263.

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.