401(k) · DOL Form 5500 · 2023

Montrose Environmental Group, Inc. 401(k) Plan

Data updated 2026-08-11

$156M
Total assets
2,281
Participants
94th
Percentile by assets
$68,407
Avg per participant
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Official DOL plan name: Montrose Environmental Group 401(k) Plan · Sponsored by Montrose Environmental Group, Inc. · California · Professional & Technical Services

$156M in assets, 2,281 participants

Montrose Environmental Group, Inc.'s Montrose Environmental Group 401(k) Plan reported $156M in total assets and 2,281 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #19,290 in Professional & Technical Services (20,321 peers)

Coverage in California

Montrose Environmental Group 401(k) Plan covers 2,281 participants in California, 3.6x the typical California plan (state average ~630 per filing). Assets: $156M.

$156M
total plan assets (2023 EOY)
2,281
covered participants
94th
percentile by assets (of 127,072 plans)
$68,407
avg assets per participant

Where Montrose Environmental Group 401(k) Plan sits by total assets

Montrose Environmental Group 401(k) Plan vs every filed plan by assets

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

$156,036,937 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montrose Environmental Group 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Montrose Environmental Group 401(k) Plan reported participants rose from 1,676 in the plan year 2022 filing to 2,281 in the plan year 2023 filing.
  • Montrose Environmental Group 401(k) Plan end-of-year assets rose from $129M in the plan year 2022 filing to $156M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Montrose Environmental Group 401(k) Plan reports 2,281 participants - 3.6x that state average ($156M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$129M
Net Assets (End of Year)$156M
Net Income$27M
Employer EIN464195044
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montrose Environmental Group, Inc.)

$120M$140M$160M$180M$200M 202220232024 $129M $191M ▲ +48.4%
Total plan assets by year, all Montrose Environmental Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,676 $129M
2023 1 2,281 $156M
2024 1 2,052 $191M

Nearby 401(k) Plans in California

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

Montrose Environmental Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Montrose Environment…, Total assets ($B): 0.156036937 · Participants: 2281Montrose Environment…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Montrose Environmental Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Montrose Environmental Group 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Montrose Environmental Group 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Montrose Environmental Group 401(k) Plan assets move in 2023? ▼
Montrose Environmental Group 401(k) Plan grew sharply - up 21.2% during 2023, from $129M to $156M. Reported net income was $27M.
How have Montrose Environmental Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montrose Environmental Group, Inc.'s sponsor-wide assets grew 48.4%, from $129M to $191M.
Where does Montrose Environmental Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Montrose Environmental Group 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Montrose Environmental Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Engineering Consulting Services, Ltd. 401(k) Retirement Plan in VA ($156M, 2,183 participants).

Next read for Montrose Environmental Group 401(k) Plan

Filing takeaways

Ways to act on Montrose Environmental Group 401(k) Plan's numbers.

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 464195044.

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.