401(k) · DOL Form 5500 · 2023

Mta Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
415
Participants Below avg headcount
56th
Percentile by assets National rank
$21,601
Avg per participant Low balance/head
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Official DOL plan name: Montrose Auto Group 401(k) Retirement Savings Plan · Sponsored by Mta Investments, Inc. · Ohio · Retail Trade

$9M in assets, 415 participants

Mta Investments, Inc.'s Montrose Auto Group 401(k) Retirement Savings Plan reported $9M in total assets and 415 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,621 in Retail Trade (8,414 peers)

Mta Investments, Inc. multi-year trail

Mta Investments, Inc.'s plans moved +38.7% in assets from 2022 to 2024; this filing shows Montrose Auto Group 401(k) Retirement Savings Plan at $9M / 415 participants.

#5,621
in Retail Trade (8,414 peers)
+19.0%
assets growth YoY

Montrose Auto Group 401(k) Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Montrose Auto Group 401(k) Retirement Savings Plan vs every filed plan by assets

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

$8,964,443 Top 44% higher than 56% 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

Montrose Auto Group 401(k) Retirement Savings 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. Montrose Auto Group 401(k) Retirement Savings Plan sits mid-pack in the medium band (415 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montrose Auto Group 401(k) Retirement Savings Plan reported net income rose from -$446K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Montrose Auto Group 401(k) Retirement Savings Plan reported participants rose from 294 in the plan year 2022 filing to 415 in the plan year 2023 filing.
  • Montrose Auto Group 401(k) Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 592738546 · Mta Investments, Inc. PY 2023 · 401(k)

Montrose Auto Group 401(k) Retirement Savings Plan · $9M · 415 · 56th

  • VS-ST $9M
  • VS-ST 415
  • VS-ST 56th
  • VS-ST 401(k)
  • VS-ST near River Holding Company Retirement Plan
  • VS-ST ind #5621

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 Ohio →

Montrose Auto Group 401(k) Retirement Savings Plan in the asset neighbourhood

Montrose Auto Group 401(k) Retirement Savings PlanMontrose Auto Group 401(k) R…$9MRiver Holding Company Retirement PlanRiver Holding Company Retire…$9MSpec 401(k) Plan$9MCentral Georgia Heart Center, PC Profit Sharing PlanCentral Georgia Heart Center…$9MD-a Lubricant Company Inc. Retirement PlanD-a Lubricant Company Inc. R…$9M
End-of-year total assets ($M) among Montrose Auto Group 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mta Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mta Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 38.74612165171533% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.53M $10.5M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 294 $8M
2023 1 415 $9M
2024 1 282 $10M

Mta Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN592738546
Plan Effective Date1999-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Montrose Auto Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Montrose Auto Group 401(k) Retirement Savings Plan, Total assets ($B): 0.008964443 · Participants: 415Montrose Auto Group 401(k) Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Montrose Auto Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Montrose Auto Group 401(k) Retirement Savings Plan side-by-side with 3 peers →

Montrose Auto Group 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is River Holding Company Retirement Plan in WI ($9M); by covered participants it is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (415 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 Montrose Auto Group 401(k) Retirement Savings Plan assets move in 2023? ▼
Montrose Auto Group 401(k) Retirement Savings Plan grew sharply - up 19.0% during 2023, from $8M to $9M. Reported net income was $1M.
How have Mta Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mta Investments, Inc.'s sponsor-wide assets grew 38.7%, from $8M to $10M.
Which 401(k) plans are similar in size to Montrose Auto Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is River Holding Company Retirement Plan in WI ($9M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Montrose Auto Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants, $42M 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 592738546.

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.