401(k) · DOL Form 5500 · 2024
Montgomery Entities, LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $66,487
- Avg per participant Below avg balance/head
Official DOL plan name: Montgomery Entities, LLC 401(k) Plan · Sponsored by Montgomery Entities, LLC · Alabama · Management of Enterprises
$1M in assets, 21 participants
Montgomery Entities, LLC's Montgomery Entities, LLC 401(k) Plan reported $1M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #197 in Management of Enterprises (1,133 peers)
2024 asset change
Montgomery Entities, LLC 401(k) Plan grew sharply 23.7% in 2024 ($1M → $1M) for 21 participants.
- #197
- in Management of Enterprises (1,133 peers)
- +23.7%
- assets growth YoY
Montgomery Entities, LLC 401(k) Plan among the smaller filed plans by assets
Montgomery Entities, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,396,224 26th percentile higher than 26% 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
Montgomery Entities, LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montgomery Entities, LLC 401(k) Plan is a small filing (21 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 850497146 · Montgomery Entities, LLC PY 2024 · 401(k)
Montgomery Entities, LLC 401(k) Plan · $1M · 21 · 26th
- EOY $1M
- EOY 21
- EOY 26th
- EOY 401(k)
- EOY near Braaksma Venture Investments Enterprise, Inc. 401(k) Plan
- EOY ind #197
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 Management of Enterprises retirement plans → · Plans in Alabama →
Montgomery Entities, LLC 401(k) Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $267K |
| Employer EIN | 850497146 |
| Plan Effective Date | 2022-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Montgomery Entities, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Braaksma Venture Investments Enterprise, Inc. 401(k) Plan in CA ($1M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 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.