401(k) · DOL Form 5500 · 2024

Montagu Ventures Inc. 401(k) Plan

Data updated 2026-08-25

$24K
Total assets Small plan by assets: N/A
Participants Small participant base: 2nd
Percentile by assets National rank

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Official DOL plan name: Montagu Ventures Inc. 401(k) Plan · Sponsored by Montagu Ventures Inc. · California · Food Services & Accommodation

$24K in assets, N/A participants

Montagu Ventures Inc.'s Montagu Ventures Inc. 401(k) Plan reported $24K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.

#196 in Food Services & Accommodation (3,672 peers)

What the 2024 filing shows

Montagu Ventures Inc. 401(k) Plan holds $24K for N/A participants, among the smaller plans by assets on file.

#196
in Food Services & Accommodation (3,672 peers): -4.2%
assets change YoY

The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montagu Ventures Inc. 401(k) Plan among the smaller filed plans by assets

Montagu Ventures Inc. 401(k) Plan vs every filed plan by assets

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

$24,219 2nd percentile higher than 2% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Montagu Ventures Inc. 401(k) Plan reported net income fell from -$91 in the plan year 2023 filing to -$1K in the plan year 2024 filing.
Montagu Ventures Inc. 401(k) Plan reported participants fell from 1 in the plan year 2023 filing to N/A in the plan year 2024 filing.
Montagu Ventures Inc. 401(k) Plan end-of-year assets fell from $25K in the plan year 2023 filing to $24K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 872077216 · Montagu Ventures Inc. PY 2024 · 401(k)

Montagu Ventures Inc. 401(k) Plan · $24K · N/A · 2nd

VS-ST $24K
VS-ST N/A
VS-ST 2nd
VS-ST 401(k)
VS-ST near Ceo Organizational Health Corporation 401(k) Plan
VS-ST ind #196

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 Food Services & Accommodation retirement plans → · Plans in California →

End-of-year total assets ($M) among Montagu Ventures Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$25K
Net Assets (End of Year)	$24K
Net Income	-$1K
Employer EIN	872077216
Plan Effective Date	2021-08-04
Filing Status	FILING RECEIVED

Sponsor Plan History (Montagu Ventures Inc.)

Latest sponsor-wide plan assets: $24K 4.56318713795957% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$25K
2023	1	1	$25K
2024	1	N/A	$24K

Nearby 401(k) Plans in California

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

Montagu Ventures Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Montagu Ventures Inc. 401(k) Plan side-by-side with 3 peers →

Montagu Ventures Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside California, the nearest 401(k) by end-of-year assets is Ceo Organizational Health Corporation 401(k) Plan in NC at $24K (this filing: $24K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24K here).

Ceo Organizational Health Corporation 401(k) Plan (NC) $24K · N/A
Holy City Hues Inc 401(k) Plan (SC) $24K · N/A
Eaton Visual Effects I401k Plan (NY) $24K · 1
Crafted Life Creations, Inc. 401(k) Profit Sharing Plan (MI) $24K · 2

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 Montagu Ventures Inc. 401(k) Plan assets move in 2024? ▼

Montagu Ventures Inc. 401(k) Plan edged down modestly - down 4.2% during 2024, from $25K to $24K. Reported net income was -$1K.

How have Montagu Ventures Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Montagu Ventures Inc.'s sponsor-wide assets declined 4.6%, from $25K to $24K.

Where does Montagu Ventures Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Montagu Ventures Inc. 401(k) Plan ranks in the 2nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Montagu Ventures Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ceo Organizational Health Corporation 401(k) Plan in NC ($24K, N/A participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 872077216.