401(k) · DOL Form 5500 · 2023

Montage Health 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
116
Participants Small participant base
53rd
Percentile by assets National rank
$66,073
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Montage Health 401(k) Plan · Sponsored by Montage Health · California · Finance & Insurance

$8M in assets, 116 participants

Montage Health's Montage Health 401(k) Plan reported $8M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,372 in Finance & Insurance (8,869 peers)

Coverage in California

Montage Health 401(k) Plan covers 116 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $8M.

#3,372
in Finance & Insurance (8,869 peers)
+33.0%
assets growth YoY

Montage Health 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Montage Health 401(k) Plan vs every filed plan by assets

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

$7,664,489 Top 47% higher than 53% 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

Montage Health 401(k) 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. Montage Health 401(k) Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montage Health 401(k) Plan reported net income rose from -$142K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Montage Health 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Montage Health 401(k) Plan reported participants fell from 120 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942789696 · Montage Health PY 2023 · 401(k)

Montage Health 401(k) Plan · $8M · 116 · 53rd

  • PCT $8M
  • PCT 116
  • PCT 53rd
  • PCT 401(k)
  • PCT near P.B. Bell Companies 401(k) Profit Sharing Plan
  • PCT ind #3372

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 California →

Montage Health 401(k) Plan in the asset neighbourhood

Montage Health 401(k) Plan$8MP.B. Bell Companies 401(k) Profit Sharing PlanP.B. Bell Companies 401(k) P…$8MBeaty Chevrolet Company 401(k) PlanBeaty Chevrolet Company 401(…$8MCoastal Forest Resources Company Retirement Income Savings PlanCoastal Forest Resources Com…$8MKissito Healthcare 401(k) PlanKissito Healthcare 401(k) Pl…$8M
End-of-year total assets ($M) among Montage Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN942789696
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montage Health)

Sponsor-wide plan assets over time

All Montage Health plans reported in each filing year

Latest sponsor-wide plan assets
$11M 97.04413772140515% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.76M $11.4M ▲ +97.2%
Year Plans Participants Total Assets
2022 1 120 $6M
2023 1 116 $8M
2024 1 137 $11M

Nearby 401(k) Plans in California

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

Montage Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Montage Health 401(k) Plan, Total assets ($B): 0.007664489 · Participants: 116Montage Health 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
Montage Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Montage Health 401(k) Plan side-by-side with 3 peers →

Montage Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is P.B. Bell Companies 401(k) Profit Sharing Plan in AZ ($8M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Montage Health 401(k) Plan assets move in 2023? ▼
Montage Health 401(k) Plan surged - up 33.0% during 2023, from $6M to $8M. Reported net income was $2M.
How have Montage Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montage Health's sponsor-wide assets grew 97.0%, from $6M to $11M.
Which 401(k) plans are similar in size to Montage Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is P.B. Bell Companies 401(k) Profit Sharing Plan in AZ ($8M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Montage Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 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 942789696.

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.