401(k) · DOL Form 5500 · 2023

Montrose Environmental Group, Inc. 401(k) Plan

Data updated 2026-08-25

$156M
Total assets Near avg plan size
2,281
Participants Above avg headcount
94th
Percentile by assets National rank
$68,407
Avg per participant Below avg balance/head
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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.

  • #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.

#19,290
in Professional & Technical Services (20,321 peers)
+21.2%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Montrose Environmental Group 401(k) Plan's outsized position 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 $2,050,000,000 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

Montrose Environmental Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montrose Environmental Group 401(k) Plan lands in the large band (2,281 participants).

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 →

Published 5500 schedule card

Filing strip 464195044 · Montrose Environmental Group, Inc. PY 2023 · 401(k)

Montrose Environmental Group 401(k) Plan · $156M · 2,281 · 94th

  • PART $156M
  • TYPE 2,281
  • NET 94th
  • BOOK 401(k)
  • VS-ST near Engineering Consulting Services, Ltd. 401(k) Retirement Plan
  • BOY ind #19290

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 California →

Montrose Environmental Group 401(k) Plan in the asset neighbourhood

The Shape Family of Companies Retirement PlanThe Shape Family of Companie…$156MMontrose Environmental Group 401(k) PlanMontrose Environmental Group…$156MEngineering Consulting Services, Ltd. 401(k) Retirement PlanEngineering Consulting Servi…$156MAmundi US, Inc. Savings and Investment PlanAmundi US, Inc. Savings and …$156MStillwater Mining Company 401(k) PlanStillwater Mining Company 40…$156M
End-of-year total assets ($M) among Montrose Environmental Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Montrose Environmental Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$191M 48.424606511289326% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $129M $191M ▲ +48.4%
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 ($B) Participants Montrose Environmental Group 401(k) Plan, Total assets ($B): 0.156036937 · Participants: 2281Montrose Environmental Group 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 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 →

Montrose Environmental Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Engineering Consulting Services, Ltd. 401(k) Retirement Plan in VA ($156M); by covered participants it is Janney Montgomery Scott LLC Profit Sharing and Savings Plan in PA (2,282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,281 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 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).
Which 401(k) plans cover a similar participant headcount to Montrose Environmental Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Janney Montgomery Scott LLC Profit Sharing and Savings Plan in PA (2,282 participants, $664M 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 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.