401(k) · DOL Form 5500 · 2023

Montage Medical Group 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
263
Participants Below avg headcount
66th
Percentile by assets National rank
$52,911
Avg per participant Low balance/head
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Official DOL plan name: Montage Medical Group 401(k) Profit Sharing Plan & Trust · Sponsored by Montage Medical Group · California · Healthcare & Social Assistance

$14M in assets, 263 participants

Montage Medical Group's Montage Medical Group 401(k) Profit Sharing Plan & Trust reported $14M in total assets and 263 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,514 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Montage Medical Group 401(k) Profit Sharing Plan & Trust covers 263 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $14M.

#12,514
in Healthcare & Social Assistance (17,684 peers)
+40.1%
assets growth YoY

Montage Medical Group 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Montage Medical Group 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$13,915,482 Top 34% higher than 66% 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 Medical Group 401(k) Profit Sharing Plan & Trust 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 Medical Group 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (263 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montage Medical Group 401(k) Profit Sharing Plan & Trust reported net income rose from $2K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Montage Medical Group 401(k) Profit Sharing Plan & Trust reported participants rose from 186 in the plan year 2022 filing to 263 in the plan year 2023 filing.
  • Montage Medical Group 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 264826604 · Montage Medical Group PY 2023 · 401(k)

Montage Medical Group 401(k) Profit Sharing Plan & Trust · $14M · 263 · 66th

  • PART $14M
  • PART 263
  • PART 66th
  • PART 401(k)
  • PART near Paperworks Industries Savings Plan for Union Hourly Employees
  • PART ind #12514

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Montage Medical Group 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Montage Medical Group 401(k) Profit Sharing Plan & TrustMontage Medical Group 401(k)…$14MBluewater Technologies Group, Inc. 401(k) Profit Sharing PlanBluewater Technologies Group…$14MEhca 401(k) Retirement Plan$14MMedtrials, Inc. 401(k) Profit Sharing PlanMedtrials, Inc. 401(k) Profi…$14MPaperworks Industries Savings Plan for Union Hourly EmployeesPaperworks Industries Saving…$14M
End-of-year total assets ($M) among Montage Medical Group 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN264826604
Plan Effective Date2009-03-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Montage Medical Group)

Sponsor-wide plan assets over time

All Montage Medical Group plans reported in each filing year

Latest sponsor-wide plan assets
$19M 88.88784603817545% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.93M $18.8M ▲ +88.9%
Year Plans Participants Total Assets
2022 1 186 $10M
2023 1 263 $14M
2024 1 304 $19M

Nearby 401(k) Plans in California

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

Montage Medical Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Montage Medical Group 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.013915482 · Participants: 263Montage Medical Group 401(k) Profit Sharing Plan & TrustWells 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 Medical Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Montage Medical Group 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Montage Medical Group 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Paperworks Industries Savings Plan for Union Hourly Employees in PA ($14M); by covered participants it is Mercer Valve Co., Inc. 401(k) Plan in OK (263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Medical Group 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Montage Medical Group 401(k) Profit Sharing Plan & Trust surged - up 40.1% during 2023, from $10M to $14M. Reported net income was $4M.
How have Montage Medical Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montage Medical Group's sponsor-wide assets grew 88.9%, from $10M to $19M.
Which 401(k) plans are similar in size to Montage Medical Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Paperworks Industries Savings Plan for Union Hourly Employees in PA ($14M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Montage Medical Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mercer Valve Co., Inc. 401(k) Plan in OK (263 participants, $4M 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 264826604.

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.