401(k) · DOL Form 5500 · 2024

Mtgl, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
40
Participants Small participant base
40th
Percentile by assets National rank
$110,023
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mtgl, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Mtgl, Inc. · California · Professional & Technical Services

$4M in assets, 40 participants

Mtgl, Inc.'s Mtgl, Inc. 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,484 in Professional & Technical Services (20,173 peers)

Mtgl, Inc. multi-year trail

Mtgl, Inc.'s plans moved +33.2% in assets from 2022 to 2024; this filing shows Mtgl, Inc. 401(k) Profit Sharing Plan & Trust at $4M / 40 participants.

#7,484
in Professional & Technical Services (20,173 peers)
+10.9%
assets growth YoY

Mtgl, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Mtgl, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,400,922 40th percentile higher than 40% of 123,620 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 2024

Mtgl, Inc. 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mtgl, Inc. 401(k) Profit Sharing Plan & Trust is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mtgl, Inc. 401(k) Profit Sharing Plan & Trust reported net income fell from $663K in the plan year 2023 filing to $432K in the plan year 2024 filing.
  • Mtgl, Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 46 in the plan year 2023 filing to 40 in the plan year 2024 filing.
  • Mtgl, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 330580168 · Mtgl, Inc. PY 2024 · 401(k)

Mtgl, Inc. 401(k) Profit Sharing Plan & Trust · $4M · 40 · 40th

  • IND $4M
  • IND 40
  • IND 40th
  • IND 401(k)
  • IND near Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan
  • IND ind #7484

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 →

Mtgl, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mtgl, Inc. 401(k) Profit Sharing Plan & TrustMtgl, Inc. 401(k) Profit Sha…$4MSouthworth Chevrolet, Buick, Gmc, Inc. Retirement Savings PlanSouthworth Chevrolet, Buick,…$4MHeelstone Renewable Energy, LLC 401(k) PlanHeelstone Renewable Energy, …$4MMunn's Air Conditioning & Heating 401(k) PlanMunn's Air Conditioning & He…$4MEnterprise Bank of South Carolina Profit Sharing PlanEnterprise Bank of South Car…$4M
End-of-year total assets ($M) among Mtgl, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mtgl, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mtgl, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.15242516586106% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.31M $4.4M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 48 $3M
2023 1 46 $4M
2024 1 40 $4M

Mtgl, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$432K
Employer EIN330580168
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Mtgl, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mtgl, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004400922 · Participants: 40Mtgl, Inc. 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Mtgl, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Mtgl, Inc. 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 Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan in WI ($4M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mtgl, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2024?
Mtgl, Inc. 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 10.9% during 2024, from $4M to $4M. Reported net income was $432K.
How have Mtgl, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Mtgl, Inc.'s sponsor-wide assets grew 33.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Mtgl, Inc. 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan in WI ($4M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Mtgl, Inc. 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants, $982K in assets).