401(k) · DOL Form 5500 · 2024
Monterey Peninsula General Den 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 44
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $94,175
- Avg per participant Below avg balance/head
Official DOL plan name: Monterey Peninsula General Den 401(k) Profit Sharing Plan & Trust · Sponsored by Monterey Peninsula General Den · California · Healthcare & Social Assistance
$4M in assets, 44 participants
Monterey Peninsula General Den's Monterey Peninsula General Den 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 44 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #6,888 in Healthcare & Social Assistance (16,916 peers)
Monterey Peninsula General Den multi-year trail
Monterey Peninsula General Den's plans moved -32.2% in assets from 2022 to 2024; this filing shows Monterey Peninsula General Den 401(k) Profit Sharing Plan & Trust at $4M / 44 participants.
- #6,888
- in Healthcare & Social Assistance (16,916 peers)
- -9.8%
- assets change YoY
The plan reported a net loss of $450K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Monterey Peninsula General Den 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Monterey Peninsula General Den 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,143,702 39th percentile higher than 39% 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
Monterey Peninsula General Den 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. Monterey Peninsula General Den 401(k) Profit Sharing Plan & Trust is a small filing (44 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Monterey Peninsula General Den 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2023 filing to -$450K in the plan year 2024 filing.
- Monterey Peninsula General Den 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Monterey Peninsula General Den 401(k) Profit Sharing Plan & Trust reported participants rose from 43 in the plan year 2023 filing to 44 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 462275040 · Monterey Peninsula General Den PY 2024 · 401(k)
Monterey Peninsula General Den 401(k) Profit Sharing Plan & Trust · $4M · 44 · 39th
- ASSETS $4M
- PCT 44
- EIN 39th
- RANK 401(k)
- PHOTO near Sg Business Services Retirement Plan
- IND ind #6888
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Monterey Peninsula General Den 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Monterey Peninsula General Den multi-year asset trail
Sponsor-wide plan assets over time
All Monterey Peninsula General Den plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 32.24709417399197% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $6M |
| 2023 | 1 | 43 | $5M |
| 2024 | 1 | 44 | $4M |
Monterey Peninsula General Den filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$450K |
| Employer EIN | 462275040 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Monterey Peninsula General Den 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 Sg Business Services Retirement Plan in TX ($4M); by covered participants it is Hamilton-Ryker It Solutions, LLC 401(k) Plan in TN (44 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (44 participants); asset peers above are excluded.
- Hamilton-Ryker It Solutions, LLC 401(k) Plan (TN) 44 · 0 off
- The Republic Mortgage Insurance Company and Affiliated Companies Profit Sharing Plan (IL) 44 · 0 off
- Vanguard Properties Inc 401(k) Profit Sharing Plan & Trust (GA) 44 · 0 off
- B & B Medical Services Inc 401(k) Profit Sharing Plan & Trust (OK) 44 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.