401(k) · DOL Form 5500 · 2024

First Montgomery Payroll Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
118
Participants Small participant base
60th
Percentile by assets National rank
$105,574
Avg per participant Below avg balance/head
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Official DOL plan name: First Montgomery Payroll Inc 401(k) Plan · Sponsored by First Montgomery Payroll Inc. · New Jersey · Administrative & Support Services

$12M in assets, 118 participants

First Montgomery Payroll Inc.'s First Montgomery Payroll Inc 401(k) Plan reported $12M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,410 in Administrative & Support Services (4,368 peers)

Coverage in New Jersey

First Montgomery Payroll Inc 401(k) Plan covers 118 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $12M.

#3,410
in Administrative & Support Services (4,368 peers)
+18.2%
assets growth YoY

First Montgomery Payroll Inc 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

First Montgomery Payroll Inc 401(k) Plan vs every filed plan by assets

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

$12,457,708 Top 40% higher than 60% 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

First Montgomery Payroll Inc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Montgomery Payroll Inc 401(k) Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Montgomery Payroll Inc 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • First Montgomery Payroll Inc 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • First Montgomery Payroll Inc 401(k) Plan reported participants fell from 122 in the plan year 2023 filing to 118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 223455347 · First Montgomery Payroll Inc. PY 2024 · 401(k)

First Montgomery Payroll Inc 401(k) Plan · $12M · 118 · 60th

  • BOOK $12M
  • VS-ST 118
  • BOY 60th
  • SCH 401(k)
  • EBSA near Sba Defined Contribution Plan for First National Bank
  • PART ind #3410

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 Administrative & Support Services retirement plans → · Plans in New Jersey →

First Montgomery Payroll Inc 401(k) Plan in the asset neighbourhood

First Montgomery Payroll Inc 401(k) PlanFirst Montgomery Payroll Inc…$12MSba Defined Contribution Plan for First National BankSba Defined Contribution Pla…$12MUnited Alloy, Inc. 401(k) Employee Savings PlanUnited Alloy, Inc. 401(k) Em…$12MOwen Steel Company Inc. 401(k) Savings PlanOwen Steel Company Inc. 401(…$12MPueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and TrustPueblo of Laguna Commercial …$12M
End-of-year total assets ($M) among First Montgomery Payroll Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN223455347
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Montgomery Payroll Inc.)

Sponsor-wide plan assets over time

All First Montgomery Payroll Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 39.2350809992078% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.95M $12.5M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 115 $9M
2023 1 122 $11M
2024 1 118 $12M

Nearby 401(k) Plans in New Jersey

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

First Montgomery Payroll Inc 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants First Montgomery Payroll Inc 401(k) Plan, Total assets ($B): 0.012457708 · Participants: 118First Montgomery Payroll Inc 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
First Montgomery Payroll Inc 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare First Montgomery Payroll Inc 401(k) Plan side-by-side with 3 peers →

First Montgomery Payroll Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Sba Defined Contribution Plan for First National Bank in VA ($12M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 First Montgomery Payroll Inc 401(k) Plan assets move in 2024? ▼
First Montgomery Payroll Inc 401(k) Plan grew sharply - up 18.2% during 2024, from $11M to $12M. Reported net income was $2M.
How have First Montgomery Payroll Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Montgomery Payroll Inc.'s sponsor-wide assets grew 39.2%, from $9M to $12M.
Which 401(k) plans are similar in size to First Montgomery Payroll Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sba Defined Contribution Plan for First National Bank in VA ($12M, 176 participants).
Which 401(k) plans cover a similar participant headcount to First Montgomery Payroll Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants, $3M 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 223455347.

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.