Profit Sharing · DOL Form 5500 · 2024
Montecito Investment Group Inc. Profit Sharing Plan
Data updated 2026-08-25
- $500K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $500,000
- Avg per participant High balance/head
Official DOL plan name: Montecito Investment Group Inc. Retirement Plan · Sponsored by Montecito Investment Group Inc. · Massachusetts · Professional & Technical Services
$500K in assets, 1 participants
Montecito Investment Group Inc.'s Montecito Investment Group Inc. Retirement Plan reported $500K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #2,716 in Professional & Technical Services (20,173 peers)
Montecito Investment Group Inc. multi-year trail
Montecito Investment Group Inc.'s plans moved +31.2% in assets from 2023 to 2024; this filing shows Montecito Investment Group Inc. Retirement Plan at $500K / 1 participant.
- #2,716
- in Professional & Technical Services (20,173 peers)
- +31.2%
- assets growth YoY
Montecito Investment Group Inc. Retirement Plan among the smaller filed plans by assets
Montecito Investment Group Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$500,000 18th percentile higher than 18% 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
Montecito Investment Group Inc. Retirement 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. Montecito Investment Group Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montecito Investment Group Inc. Retirement Plan reported net income fell from $381K in the plan year 2023 filing to $119K in the plan year 2024 filing.
- Montecito Investment Group Inc. Retirement Plan end-of-year assets rose from $381K in the plan year 2023 filing to $500K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 933068277 · Montecito Investment Group Inc. PY 2024 · Profit Sharing
Montecito Investment Group Inc. Retirement Plan · $500K · 1 · 18th
- SCH $500K
- SCH 1
- SCH 18th
- SCH Profit Sharing
- SCH near Xd Coffee Inc. Retirement Plan
- SCH ind #2716
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 Massachusetts →
Montecito Investment Group Inc. Retirement Plan in the asset neighbourhood
Montecito Investment Group Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Montecito Investment Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $500K 31.169904377139705% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1 | $381K |
| 2024 | 1 | 1 | $500K |
Montecito Investment Group Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $381K |
|---|---|
| Net Assets (End of Year) | $500K |
| Net Income | $119K |
| Employer EIN | 933068277 |
| Plan Effective Date | 2023-08-28 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
- Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
- Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065
Montecito Investment Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Xd Coffee Inc. Retirement Plan in FL ($500K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($500K here).
- Xd Coffee Inc. Retirement Plan (FL) $500K · 1
- Hibiscus Rainbow Gardens Inc. Retirement Plan (HI) $500K · 1
- G2mh Holdings Inc. Retirement Plan (CA) $500K · 12
- Tlc Strategy, Inc. Retirement Plan (NV) $500K · 11
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.