Profit Sharing · DOL Form 5500 · 2023

Montauk Bus Service, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
350
Participants Below avg headcount
26th
Percentile by assets National rank
$3,898
Avg per participant Low balance/head
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Official DOL plan name: The North Fork Express/Montauk Bus Companies 401(k) Savings Plan · Sponsored by Montauk Bus Service, Inc. · New York · Transportation & Warehousing

$1M in assets, 350 participants

Montauk Bus Service, Inc.'s The North Fork Express/Montauk Bus Companies 401(k) Savings Plan reported $1M in total assets and 350 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

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

Coverage in New York

The North Fork Express/Montauk Bus Companies 401(k) Savings Plan covers 350 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $1M.

#881
in Transportation & Warehousing (3,362 peers)
+42.6%
assets growth YoY

The North Fork Express/Montauk Bus Companies 401(k) Savings Plan among the smaller filed plans by assets

The North Fork Express/Montauk Bus Companies 401(k) Savings Plan vs every filed plan by assets

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

$1,364,213 26th percentile higher than 26% 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

The North Fork Express/Montauk Bus Companies 401(k) 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. The North Fork Express/Montauk Bus Companies 401(k) Savings Plan sits mid-pack in the medium band (350 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The North Fork Express/Montauk Bus Companies 401(k) Savings Plan reported net income rose from $224K in the plan year 2022 filing to $407K in the plan year 2023 filing.
  • The North Fork Express/Montauk Bus Companies 401(k) Savings Plan end-of-year assets rose from $957K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The North Fork Express/Montauk Bus Companies 401(k) Savings Plan reported participants rose from 328 in the plan year 2022 filing to 350 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113459790 · Montauk Bus Service, Inc. PY 2023 · Profit Sharing

The North Fork Express/Montauk Bus Companies 401(k) Savings Plan · $1M · 350 · 26th

  • IND $1M
  • EOY 350
  • 5500 26th
  • ASSETS Profit Sharing
  • PCT near Sports Medicine Caguas, LLC Profit Sharing Retirement Plan
  • EIN ind #881

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 New York →

The North Fork Express/Montauk Bus Companies 401(k) Savings Plan in the asset neighbourhood

The North Fork Express/Montauk Bus Companies 401(k) Savings PlanThe North Fork Express/Monta…$1MSports Medicine Caguas, LLC Profit Sharing Retirement PlanSports Medicine Caguas, LLC …$1MNorthshore Veterinary Hospital Inc Profit Sharing PlanNorthshore Veterinary Hospit…$1MNokes & Quinn, a Professional Corporation Profit Sharing PlanNokes & Quinn, a Professiona…$1MJose M. Sala Colon Retirement PlanJose M. Sala Colon Retiremen…$1M
End-of-year total assets ($M) among The North Fork Express/Montauk Bus Companies 401(k) Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$957K
Net Assets (End of Year)$1M
Net Income$407K
Employer EIN113459790
Plan Effective Date2019-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montauk Bus Service, Inc.)

Sponsor-wide plan assets over time

All Montauk Bus Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 80.05807262841357% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.96M $1.72M ▲ +79.2%
Year Plans Participants Total Assets
2022 1 328 $957K
2023 1 350 $1M
2024 1 314 $2M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The North Fork Express/Montauk Bus Companies 401(k) Savings Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants The North Fork Express/Montauk Bus Companies 401(k) Savings Plan, Total assets ($B): 0.001364213 · Participants: 350The North Fork Express/Montauk Bus Companies 401(k) Savings PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
The North Fork Express/Montauk Bus Companies 401(k) Savings Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare The North Fork Express/Montauk Bus Companies 401(k) Savings Plan side-by-side with 3 peers →

The North Fork Express/Montauk Bus Companies 401(k) Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Sports Medicine Caguas, LLC Profit Sharing Retirement Plan in PR ($1M); by covered participants it is Lenape Valley Foundation 403b Plan in PA (350 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (350 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 The North Fork Express/Montauk Bus Companies 401(k) Savings Plan assets move in 2023? ▼
The North Fork Express/Montauk Bus Companies 401(k) Savings Plan surged - up 42.6% during 2023, from $957K to $1M. Reported net income was $407K.
How have Montauk Bus Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montauk Bus Service, Inc.'s sponsor-wide assets grew 80.1%, from $957K to $2M.
Which Profit Sharing plans are similar in size to The North Fork Express/Montauk Bus Companies 401(k) Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sports Medicine Caguas, LLC Profit Sharing Retirement Plan in PR ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to The North Fork Express/Montauk Bus Companies 401(k) Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lenape Valley Foundation 403b Plan in PA (350 participants, $10M 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 113459790.

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.