Defined Benefit (Pension) · DOL Form 5500 · 2023

Global Montello Group Corp. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
48
Participants Small participant base
41st
Percentile by assets National rank
$88,629
Avg per participant Below avg balance/head
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Official DOL plan name: Global Montello Group Corp. Pension Plan · Sponsored by Global Montello Group Corp. · Massachusetts · Retail Trade

$4M in assets, 48 participants

Global Montello Group Corp.'s Global Montello Group Corp. Pension Plan reported $4M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,391 in Retail Trade (8,414 peers)

Global Montello Group Corp. multi-year trail

Global Montello Group Corp.'s plans moved -83.9% in assets from 2022 to 2024; this filing shows Global Montello Group Corp. Pension Plan at $4M / 48 participants.

#4,391
in Retail Trade (8,414 peers)
+22.6%
assets growth YoY

Global Montello Group Corp. Pension Plan's mid-pack asset rank among Retail Trade and all filers

Global Montello Group Corp. Pension Plan vs every filed plan by assets

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

$4,254,214 41st percentile higher than 41% 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

Global Montello Group Corp. Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Global Montello Group Corp. Pension Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Global Montello Group Corp. Pension Plan reported net income rose from -$900K in the plan year 2022 filing to $365K in the plan year 2023 filing.
  • Global Montello Group Corp. Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Global Montello Group Corp. Pension Plan reported participants fell from 53 in the plan year 2022 filing to 48 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043443028 · Global Montello Group Corp. PY 2023 · Defined Benefit (Pension)

Global Montello Group Corp. Pension Plan · $4M · 48 · 41st

  • PART $4M
  • PART 48
  • PART 41st
  • PART Defined Benefit (Pension)
  • PART near Abarta Coca-Cola Beverages, LLC Teamsters Local 585 Pension Plan
  • PART ind #4391

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 Retail Trade retirement plans → · Plans in Massachusetts →

Global Montello Group Corp. Pension Plan in the asset neighbourhood

Abarta Coca-Cola Beverages, LLC Teamsters Local 585 Pension PlanAbarta Coca-Cola Beverages, …$4MMizuho Bank, Ltd. Pension PlanMizuho Bank, Ltd. Pension Pl…$4MAlmatis, Inc. Retirement Plan for Collectively Bargained EmployeesAlmatis, Inc. Retirement Pla…$4MGlobal Montello Group Corp. Pension PlanGlobal Montello Group Corp. …$4MMarketing & Trade Consultants, Corp. Retirement PlanMarketing & Trade Consultant…$4M
End-of-year total assets ($M) among Global Montello Group Corp. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Global Montello Group Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Global Montello Group Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$558K 83.93360254026217% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $3.47M $0.56M ▼ -83.9%
Year Plans Participants Total Assets
2022 1 53 $3M
2023 1 48 $4M
2024 1 45 $558K

Global Montello Group Corp. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$365K
Employer EIN043443028
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Global Montello Group Corp. Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Global Montello Group Corp. Pension Plan, Total assets ($B): 0.004254214 · Participants: 48Global Montello Group Corp. Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Global Montello Group Corp. Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Global Montello Group Corp. Pension Plan side-by-side with 3 peers →

Global Montello Group Corp. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Abarta Coca-Cola Beverages, LLC Teamsters Local 585 Pension Plan in PA ($4M); by covered participants it is Employees' Retirement Plan of the Kensico Cemetery in NY (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Global Montello Group Corp. Pension Plan assets move in 2023? ▼
Global Montello Group Corp. Pension Plan grew sharply - up 22.6% during 2023, from $3M to $4M. Reported net income was $365K.
How have Global Montello Group Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Global Montello Group Corp.'s sponsor-wide assets declined 83.9%, from $3M to $558K.
Which Defined Benefit (Pension) plans are similar in size to Global Montello Group Corp. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Abarta Coca-Cola Beverages, LLC Teamsters Local 585 Pension Plan in PA ($4M, 141 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Global Montello Group Corp. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of the Kensico Cemetery in NY (48 participants, $19M 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 043443028.

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.