401(k) · DOL Form 5500 · 2023

Montgomery Transport, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
600
Participants Below avg headcount
51st
Percentile by assets National rank
$11,661
Avg per participant Low balance/head
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Official DOL plan name: Montgomery Transport, LLC 401(k) Plan · Sponsored by Montgomery Transport, LLC · Alabama · Transportation & Warehousing

$7M in assets, 600 participants

Montgomery Transport, LLC's Montgomery Transport, LLC 401(k) Plan reported $7M in total assets and 600 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,737 in Transportation & Warehousing (3,362 peers)

Montgomery Transport, LLC multi-year trail

Montgomery Transport, LLC's plans moved +37.4% in assets from 2022 to 2024; this filing shows Montgomery Transport, LLC 401(k) Plan at $7M / 600 participants.

#1,737
in Transportation & Warehousing (3,362 peers)
+19.0%
assets growth YoY

Montgomery Transport, LLC 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Montgomery Transport, LLC 401(k) Plan vs every filed plan by assets

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

$6,996,340 Top 49% higher than 51% 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 Transport, LLC 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 Transport, LLC 401(k) Plan sits mid-pack in the medium band (600 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montgomery Transport, LLC 401(k) Plan reported net income rose from -$250K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Montgomery Transport, LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 451743971 · Montgomery Transport, LLC PY 2023 · 401(k)

Montgomery Transport, LLC 401(k) Plan · $7M · 600 · 51st

  • ASSETS $7M
  • ASSETS 600
  • ASSETS 51st
  • ASSETS 401(k)
  • ASSETS near Dicastal North America, Inc. 401(k) Plan & Trust
  • ASSETS ind #1737

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 Transportation & Warehousing retirement plans → · Plans in Alabama →

Montgomery Transport, LLC 401(k) Plan in the asset neighbourhood

Montgomery Transport, LLC 401(k) PlanMontgomery Transport, LLC 40…$7MDicastal North America, Inc. 401(k) Plan & TrustDicastal North America, Inc.…$7MParamount Die Company, Inc. Retirement Savings PlanParamount Die Company, Inc. …$7MStaffscapes, Inc. 401(k) Profit Sharing PlanStaffscapes, Inc. 401(k) Pro…$7MSwyfft Holdings LLC 401(k) PlanSwyfft Holdings LLC 401(k) P…$7M
End-of-year total assets ($M) among Montgomery Transport, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montgomery Transport, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Montgomery Transport, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 37.35524058307808% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.88M $8.07M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 598 $6M
2023 1 600 $7M
2024 1 657 $8M

Montgomery Transport, LLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN451743971
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Montgomery Transport, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Montgomery Transport, LLC 401(k) Plan, Total assets ($B): 0.00699634 · Participants: 600Montgomery Transport, LLC 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Montgomery Transport, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Montgomery Transport, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Dicastal North America, Inc. 401(k) Plan & Trust in MI ($7M); by covered participants it is The Pepper Companies, Inc. Retirement and Savings Plan in IL (600 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (600 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 Transport, LLC 401(k) Plan assets move in 2023? ▼
Montgomery Transport, LLC 401(k) Plan grew sharply - up 19.0% during 2023, from $6M to $7M. Reported net income was $2M.
How have Montgomery Transport, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomery Transport, LLC's sponsor-wide assets grew 37.4%, from $6M to $8M.
Which 401(k) plans are similar in size to Montgomery Transport, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dicastal North America, Inc. 401(k) Plan & Trust in MI ($7M, 482 participants).
Which 401(k) plans cover a similar participant headcount to Montgomery Transport, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Pepper Companies, Inc. Retirement and Savings Plan in IL (600 participants, $147M 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 451743971.

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.