401(k) · DOL Form 5500 · 2023

Monterey Pacific, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 190
Participants Below avg headcount: 54th
Percentile by assets National rank: $42,406
Avg per participant Low balance/head

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Official DOL plan name: Monterey Pacific, Inc. Retirement Plan · Sponsored by Monterey Pacific, Inc. · California · Agriculture, Forestry & Fishing

$8M in assets, 190 participants

Monterey Pacific, Inc.'s Monterey Pacific, Inc. Retirement Plan reported $8M in total assets and 190 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

#752 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in California

Monterey Pacific, Inc. Retirement Plan covers 190 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $8M.

#752
in Agriculture, Forestry & Fishing (1,288 peers): +21.0%
assets growth YoY

Monterey Pacific, Inc. Retirement Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Monterey Pacific, Inc. Retirement Plan vs every filed plan by assets

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

$8,057,047 Top 46% higher than 54% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Monterey Pacific, Inc. Retirement 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. Monterey Pacific, Inc. Retirement Plan sits mid-pack in the medium band (190 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Monterey Pacific, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Monterey Pacific, Inc. Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 770298005 · Monterey Pacific, Inc. PY 2023 · 401(k)

Monterey Pacific, Inc. Retirement Plan · $8M · 190 · 54th

VS-ST $8M
VS-ST 190
VS-ST 54th
VS-ST 401(k)
VS-ST near Devita & Associates, Inc. Savings and Investment Plan
VS-ST ind #752

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

End-of-year total assets ($M) among Monterey Pacific, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$1M
Employer EIN	770298005
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Monterey Pacific, Inc.)

Latest sponsor-wide plan assets: $9M 33.98876303266582% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	189	$7M
2023	1	190	$8M
2024	1	221	$9M

Nearby 401(k) Plans in California

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

Monterey Pacific, Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Monterey Pacific, Inc. Retirement Plan side-by-side with 3 peers →

Monterey Pacific, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Devita & Associates, Inc. Savings and Investment Plan in SC ($8M); by covered participants it is Nextpoint Group, LLC 401(k) Plan in VA (190 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Devita & Associates, Inc. Savings and Investment Plan (SC) $8M · 102
Wisconsin Metal Parts, Inc. Employee Savings Plan (WI) $8M · 137
Tanco Engineering 401(k) Plan & Trust (CO) $8M · 100
Senior Living Residences, LLC 401(k) Plan (MA) $8M · 1,101

Similar participant headcount

Nearest other-state filings by covered participants (190 participants); asset peers above are excluded.

Nextpoint Group, LLC 401(k) Plan (VA) 190 · 0 off
Bridgeman Civil, Inc. 401(k) Profit Sharing Plan (VA) 190 · 0 off
Appspace 401(k) Plan (FL) 190 · 0 off
Schoeneck Containers, Inc. 401(k) Plan (WI) 190 · 0 off

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 Monterey Pacific, Inc. Retirement Plan assets move in 2023? ▼

Monterey Pacific, Inc. Retirement Plan grew sharply - up 21.0% during 2023, from $7M to $8M. Reported net income was $1M.

How have Monterey Pacific, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Monterey Pacific, Inc.'s sponsor-wide assets grew 34.0%, from $7M to $9M.

Which 401(k) plans are similar in size to Monterey Pacific, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Devita & Associates, Inc. Savings and Investment Plan in SC ($8M, 102 participants).

Which 401(k) plans cover a similar participant headcount to Monterey Pacific, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Nextpoint Group, LLC 401(k) Plan in VA (190 participants, $36M 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 770298005.