Profit Sharing · DOL Form 5500 · 2024
Monterey Financial Services, LLC Profit Sharing Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 91
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $422,925
- Avg per participant High balance/head
Official DOL plan name: Monterey Financial Services, LLC Profit Sharing Plan and Trust · Sponsored by Monterey Financial Services, LLC · California · Finance & Insurance
$38M in assets, 91 participants
Monterey Financial Services, LLC's Monterey Financial Services, LLC Profit Sharing Plan and Trust reported $38M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #6,019 in Finance & Insurance (8,549 peers)
Where Monterey Financial Services, LLC Profit Sharing Plan and Trust sits by assets
Monterey Financial Services, LLC Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $38M for 91 participants (~$422,925/participant), up 7.8% in 2024.
- #6,019
- in Finance & Insurance (8,549 peers)
- +7.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Monterey Financial Services, LLC Profit Sharing Plan and Trust's outsized position by total assets
Monterey Financial Services, LLC Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,486,139 Top 19% higher than 81% 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 Financial Services, LLC Profit Sharing Plan and 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 Financial Services, LLC Profit Sharing Plan and Trust is a small filing (91 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Monterey Financial Services, LLC Profit Sharing Plan and Trust reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Monterey Financial Services, LLC Profit Sharing Plan and Trust end-of-year assets rose from $36M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Monterey Financial Services, LLC Profit Sharing Plan and Trust reported participants fell from 94 in the plan year 2023 filing to 91 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 330369207 · Monterey Financial Services, LLC PY 2024 · Profit Sharing
Monterey Financial Services, LLC Profit Sharing Plan and Trust · $38M · 91 · 81st
- RANK $38M
- PHOTO 91
- IND 81st
- EOY Profit Sharing
- 5500 near Danaher Corporation & Subsidiaries Puerto Rico Savings Plan
- ASSETS ind #6019
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 Finance & Insurance retirement plans → · Plans in California →
Monterey Financial Services, LLC Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $3M |
| Employer EIN | 330369207 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monterey Financial Services, LLC)
Sponsor-wide plan assets over time
All Monterey Financial Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 0.9724499111056831% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 178 | $38M |
| 2023 | 2 | 188 | $46M |
| 2024 | 1 | 91 | $38M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Monterey Financial Services, LLC Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Danaher Corporation & Subsidiaries Puerto Rico Savings Plan in DC ($38M); by covered participants it is H & T Medicals, Incorporated Retirement Plan in RI (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Danaher Corporation & Subsidiaries Puerto Rico Savings Plan (DC) $38M · 646
- Fontbonne University 403 (B) Plan (MO) $39M · 263
- Ball Homes, LLC Retirement Plan (KY) $39M · 220
- Snf Holding Company Retirement Savings Plan (GA) $39M · 1,669
Similar participant headcount
Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.
- H & T Medicals, Incorporated Retirement Plan (RI) 91 · 0 off
- Clark Insurance Profit Sharing Plan and Trust (ME) 91 · 0 off
- West Ohio Community Action Partnership 403(b) Plan (OH) 91 · 0 off
- B Lab 403b Retirement Plan (PA) 91 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.