401(k) · DOL Form 5500 · 2023

Montreux Investments, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
2
Participants Small participant base
71st
Percentile by assets National rank
$9.0M
Avg per participant High balance/head
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Official DOL plan name: Montreux Investments, LLC Profit Sharing Plan · Sponsored by Montreux Investments, LLC · New York · Finance & Insurance

$18M in assets, 2 participants

Montreux Investments, LLC's Montreux Investments, LLC Profit Sharing Plan reported $18M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,029 in Finance & Insurance (8,869 peers)

Montreux Investments, LLC multi-year trail

Montreux Investments, LLC's plans moved +12.1% in assets from 2022 to 2024; this filing shows Montreux Investments, LLC Profit Sharing Plan at $18M / 2 participants.

#5,029
in Finance & Insurance (8,869 peers)
+10.5%
assets growth YoY

Montreux Investments, LLC Profit Sharing Plan's outsized position by total assets

Montreux Investments, LLC Profit Sharing Plan vs every filed plan by assets

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

$17,943,010 Top 29% higher than 71% 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

Montreux Investments, LLC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montreux Investments, LLC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montreux Investments, LLC Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Montreux Investments, LLC Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680656032 · Montreux Investments, LLC PY 2023 · 401(k)

Montreux Investments, LLC Profit Sharing Plan · $18M · 2 · 71st

  • EBSA $18M
  • PART 2
  • TYPE 71st
  • NET 401(k)
  • BOOK near Ort Tool & Die Corporation 401(k) Profit Sharing Plan
  • VS-ST ind #5029

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 Finance & Insurance retirement plans → · Plans in New York →

Montreux Investments, LLC Profit Sharing Plan in the asset neighbourhood

Freund-Vector Corporation Savings & Retirement PlanFreund-Vector Corporation Sa…$18MHaskell & White 401(k) Tax-Sheltered Savings PlanHaskell & White 401(k) Tax-S…$18MMontreux Investments, LLC Profit Sharing PlanMontreux Investments, LLC Pr…$18MOrt Tool & Die Corporation 401(k) Profit Sharing PlanOrt Tool & Die Corporation 4…$18MPointsmith 401(k) Profit Sharing Plan and TrustPointsmith 401(k) Profit Sha…$18M
End-of-year total assets ($M) among Montreux Investments, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montreux Investments, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Montreux Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 12.088250511222252% vs 2022
2024 filing year
$16M$17M$18M$19M 202220232024 $16.2M $18.2M ▲ +12.1%
Year Plans Participants Total Assets
2022 1 2 $16M
2023 1 2 $18M
2024 1 2 $18M

Montreux Investments, LLC filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN680656032
Plan Effective Date2003-12-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Montreux Investments, LLC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Montreux Investments, LLC Profit Sharing Plan, Total assets ($B): 0.01794301 · Participants: 2Montreux Investments, LLC Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Montreux Investments, LLC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Montreux Investments, LLC Profit Sharing Plan side-by-side with 3 peers →

Montreux Investments, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ort Tool & Die Corporation 401(k) Profit Sharing Plan in MI ($18M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Montreux Investments, LLC Profit Sharing Plan assets move in 2023? ▼
Montreux Investments, LLC Profit Sharing Plan grew at a solid clip - up 10.5% during 2023, from $16M to $18M. Reported net income was $2M.
How have Montreux Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montreux Investments, LLC's sponsor-wide assets grew 12.1%, from $16M to $18M.
Which 401(k) plans are similar in size to Montreux Investments, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ort Tool & Die Corporation 401(k) Profit Sharing Plan in MI ($18M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Montreux Investments, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 680656032.

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.