401(k) · DOL Form 5500 · 2024

Montage Hotels and Resorts, LLC 401(k) Plan

Data updated 2026-08-25

$113M
Total assets Near avg plan size
3,814
Participants Above avg headcount
91st
Percentile by assets National rank
$29,553
Avg per participant Low balance/head
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Official DOL plan name: Montage Hotels & Resorts 401(k) Plan · Sponsored by Montage Hotels and Resorts, LLC · California · Food Services & Accommodation

$113M in assets, 3,814 participants

Montage Hotels and Resorts, LLC's Montage Hotels & Resorts 401(k) Plan reported $113M in total assets and 3,814 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,587 in Food Services & Accommodation (3,672 peers)

Coverage in California

Montage Hotels & Resorts 401(k) Plan covers 3,814 participants in California, 6.1x the typical California plan (state average ~630 per filing). Assets: $113M.

#3,587
in Food Services & Accommodation (3,672 peers)
+23.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Montage Hotels & Resorts 401(k) Plan's outsized position by total assets

Montage Hotels & Resorts 401(k) Plan vs every filed plan by assets

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

$112,715,490 Top 9% higher than 91% 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

Montage Hotels & Resorts 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montage Hotels & Resorts 401(k) Plan lands in the large band (3,814 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Montage Hotels & Resorts 401(k) Plan end-of-year assets rose from $91M in the plan year 2023 filing to $113M in the plan year 2024 filing.
  • Montage Hotels & Resorts 401(k) Plan reported participants fell from 4,931 in the plan year 2023 filing to 3,814 in the plan year 2024 filing.
  • Montage Hotels & Resorts 401(k) Plan reported net income fell from $24M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 030387343 · Montage Hotels and Resorts, LLC PY 2024 · 401(k)

Montage Hotels & Resorts 401(k) Plan · $113M · 3,814 · 91st

  • RANK $113M
  • RANK 3,814
  • RANK 91st
  • RANK 401(k)
  • RANK near Fairbanks Morse Retirement Savings Plan
  • RANK ind #3587

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 →

Montage Hotels & Resorts 401(k) Plan in the asset neighbourhood

Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings PlanCedar Valley Medical Special…$113MMontage Hotels & Resorts 401(k) PlanMontage Hotels & Resorts 401…$113MFairbanks Morse Retirement Savings PlanFairbanks Morse Retirement S…$113MLummus Technology Savings PlanLummus Technology Savings Pl…$113MMariner Finance LLC 401(k) PlanMariner Finance LLC 401(k) P…$113M
End-of-year total assets ($M) among Montage Hotels & Resorts 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$113M
Net Income$21M
Employer EIN030387343
Plan Effective Date2003-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montage Hotels and Resorts, LLC)

Sponsor-wide plan assets over time

All Montage Hotels and Resorts, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$113M 66.2659965882835% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $67.8M $113M ▲ +66.3%
Year Plans Participants Total Assets
2022 1 2,369 $68M
2023 1 4,931 $91M
2024 1 3,814 $113M

Nearby 401(k) Plans in California

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

Montage Hotels & Resorts 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Montage Hotels & Resorts 401(k) Plan, Total assets ($B): 0.11271549 · Participants: 3814Montage Hotels & Resorts 401(k) PlanGoogle 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
Montage Hotels & Resorts 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Montage Hotels & Resorts 401(k) Plan side-by-side with 3 peers →

Montage Hotels & Resorts 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fairbanks Morse Retirement Savings Plan in WI ($113M); by covered participants it is Cdm Smith Inc. Capital Accumulation Plan in MA (3,814 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,814 participants); 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.

Frequently Asked Questions

How did Montage Hotels & Resorts 401(k) Plan assets move in 2024? ▼
Montage Hotels & Resorts 401(k) Plan grew sharply - up 23.3% during 2024, from $91M to $113M. Reported net income was $21M.
How have Montage Hotels and Resorts, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montage Hotels and Resorts, LLC's sponsor-wide assets grew 66.3%, from $68M to $113M.
Where does Montage Hotels & Resorts 401(k) Plan rank by assets among Form 5500 filers? ▼
Montage Hotels & Resorts 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Montage Hotels & Resorts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fairbanks Morse Retirement Savings Plan in WI ($113M, 1,109 participants).
Which 401(k) plans cover a similar participant headcount to Montage Hotels & Resorts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cdm Smith Inc. Capital Accumulation Plan in MA (3,814 participants, $1.5B in assets).

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 030387343.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.