Defined Benefit (Pension) · DOL Form 5500 · 2023

Montello & Associates, P.a. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$607,493
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Montello Defined Benefit Plan · Sponsored by Montello & Associates, P.a. · Florida · Professional & Technical Services

$1M in assets, 2 participants

Montello & Associates, P.a.'s Montello Defined Benefit Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,222 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Montello Defined Benefit Plan holds $1M for 2 participants - about $607,493 per participant, in the lower half of filed plans by assets.

#4,222
in Professional & Technical Services (20,321 peers)
+1.9%
assets growth YoY

Montello Defined Benefit Plan among the smaller filed plans by assets

Montello Defined Benefit Plan vs every filed plan by assets

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

$1,214,985 25th percentile higher than 25% 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

Montello Defined Benefit 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. Montello Defined Benefit Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montello Defined Benefit Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Montello Defined Benefit Plan reported net income fell from $26K in the plan year 2022 filing to $22K in the plan year 2023 filing.
  • Montello Defined Benefit Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 542138945 · Montello & Associates, P.a. PY 2023 · Defined Benefit (Pension)

Montello Defined Benefit Plan · $1M · 2 · 25th

  • BOY $1M
  • SCH 2
  • EBSA 25th
  • PART Defined Benefit (Pension)
  • TYPE near Six5 Productions Cash Balance Pension Plan
  • NET ind #4222

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 Professional & Technical Services retirement plans → · Plans in Florida →

Montello Defined Benefit Plan in the asset neighbourhood

Six5 Productions Cash Balance Pension PlanSix5 Productions Cash Balanc…$1MAmerican Heritage Bank Pension PlanAmerican Heritage Bank Pensi…$1MMontello Defined Benefit Plan$1MLuis a Segarra Financial & Insurance Services Defined Benefit PlanLuis a Segarra Financial & I…$1MAnthony Grant, Inc. Retirement PlanAnthony Grant, Inc. Retireme…$1M
End-of-year total assets ($M) among Montello Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$22K
Employer EIN542138945
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montello & Associates, P.a.)

Sponsor-wide plan assets over time

All Montello & Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 1.883503643759998% vs 2022
2024 filing year
$1.18M$1.19M$1.2M$1.21M$1.22M$1.23M 202220232024 $1.19M $1.22M ▲ +2.5%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Montello Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Montello Defined Benefit Plan, Total assets ($B): 0.001214985 · Participants: 2Montello Defined Benefit PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Montello Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Montello Defined Benefit Plan side-by-side with 3 peers →

Montello Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Six5 Productions Cash Balance Pension Plan in CA ($1M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (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 Montello Defined Benefit Plan assets move in 2023? ▼
Montello Defined Benefit Plan edged up modestly - up 1.9% during 2023, from $1M to $1M. Reported net income was $22K.
How have Montello & Associates, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montello & Associates, P.a.'s sponsor-wide assets grew 1.9%, from $1M to $1M.
Where does Montello Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Montello Defined Benefit Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Montello Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Six5 Productions Cash Balance Pension Plan in CA ($1M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Montello Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 542138945.

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.