401(k) · DOL Form 5500 · 2024

Montfort Bros., Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
23
Participants Small participant base
37th
Percentile by assets National rank
$160,317
Avg per participant Above avg balance/head
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Official DOL plan name: Montfort Group 401(k) Plan · Sponsored by Montfort Bros., Inc. · New York · Manufacturing

$4M in assets, 23 participants

Montfort Bros., Inc.'s Montfort Group 401(k) Plan reported $4M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,599 in Manufacturing (17,777 peers)

Montfort Bros., Inc. multi-year trail

Montfort Bros., Inc.'s plans moved +40.7% in assets from 2022 to 2024; this filing shows Montfort Group 401(k) Plan at $4M / 23 participants.

#3,599
in Manufacturing (17,777 peers)
+16.3%
assets growth YoY

Montfort Group 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Montfort Group 401(k) Plan vs every filed plan by assets

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

$3,687,300 37th percentile higher than 37% 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

Montfort Group 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. Montfort Group 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Montfort Group 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Montfort Group 401(k) Plan reported net income fell from $550K in the plan year 2023 filing to $517K in the plan year 2024 filing.
  • Montfort Group 401(k) Plan reported participants rose from 22 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 141402204 · Montfort Bros., Inc. PY 2024 · 401(k)

Montfort Group 401(k) Plan · $4M · 23 · 37th

  • EOY $4M
  • EOY 23
  • EOY 37th
  • EOY 401(k)
  • EOY near King & Frisch, P.C. 401(k) Profit Sharing Plan
  • EOY ind #3599

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 Manufacturing retirement plans → · Plans in New York →

Montfort Group 401(k) Plan in the asset neighbourhood

Montfort Group 401(k) Plan$4MKing & Frisch, P.C. 401(k) Profit Sharing PlanKing & Frisch, P.C. 401(k) P…$4MSpiritjets, LLC 401(k) Profit Sharing PlanSpiritjets, LLC 401(k) Profi…$4MCkmc 401(k) Plan$4MSlang Worldwide, Inc. 401(k) PlanSlang Worldwide, Inc. 401(k)…$4M
End-of-year total assets ($M) among Montfort Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Montfort Bros., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Montfort Bros., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 40.71306372710832% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.62M $3.69M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 20 $3M
2023 1 22 $3M
2024 1 23 $4M

Montfort Bros., Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$517K
Employer EIN141402204
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Montfort Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Montfort Group 401(k) Plan, Total assets ($B): 0.0036873 · Participants: 23Montfort Group 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Montfort Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Montfort Group 401(k) Plan side-by-side with 3 peers →

Montfort Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is King & Frisch, P.C. 401(k) Profit Sharing Plan in AZ ($4M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 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 (23 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 Montfort Group 401(k) Plan assets move in 2024? ▼
Montfort Group 401(k) Plan grew sharply - up 16.3% during 2024, from $3M to $4M. Reported net income was $517K.
How have Montfort Bros., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montfort Bros., Inc.'s sponsor-wide assets grew 40.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Montfort Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is King & Frisch, P.C. 401(k) Profit Sharing Plan in AZ ($4M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Montfort Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M 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 141402204.

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.