401(k) · DOL Form 5500 · 2024
Montague-Betts Company 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $3.4M
- Avg per participant High balance/head
Official DOL plan name: Montague Betts Company 401(k) Plan · Sponsored by Montague-Betts Company · Virginia · Management of Enterprises
$3M in assets, 1 participants
Montague-Betts Company's Montague Betts Company 401(k) Plan reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #286 in Management of Enterprises (1,133 peers)
Montague-Betts Company multi-year trail
Montague-Betts Company's plans moved +25.2% in assets from 2022 to 2024; this filing shows Montague Betts Company 401(k) Plan at $3M / 1 participant.
- #286
- in Management of Enterprises (1,133 peers)
- +12.7%
- assets growth YoY
Montague Betts Company 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers
Montague Betts Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,446,000 36th percentile higher than 36% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Montague Betts Company 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montague Betts Company 401(k) Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montague Betts Company 401(k) Plan reported net income rose from $306K in the plan year 2023 filing to $388K in the plan year 2024 filing.
- Montague Betts Company 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 540600930 · Montague-Betts Company PY 2024 · 401(k)
Montague Betts Company 401(k) Plan · $3M · 1 · 36th
- NET $3M
- BOOK 1
- VS-ST 36th
- BOY 401(k)
- SCH near Kukio Community Association 401(k) Plan
- EBSA ind #286
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 Management of Enterprises retirement plans → · Plans in Virginia →
Montague Betts Company 401(k) Plan in the asset neighbourhood
Montague-Betts Company multi-year asset trail
Sponsor-wide plan assets over time
All Montague-Betts Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 25.245329650359814% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $3M |
| 2023 | 1 | 1 | $3M |
| 2024 | 1 | 1 | $3M |
Montague-Betts Company filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $388K |
| Employer EIN | 540600930 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Montague Betts Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Kukio Community Association 401(k) Plan in HI ($3M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.