401(k) · DOL Form 5500 · 2024

Montgomerys Furniture, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
112
Participants Small participant base
41st
Percentile by assets National rank
$43,001
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Montgomery's 401(k) Plan · Sponsored by Montgomerys Furniture, Inc. · South Dakota · Retail Trade

$5M in assets, 112 participants

Montgomerys Furniture, Inc.'s Montgomery's 401(k) Plan reported $5M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,195 in Retail Trade (8,048 peers)

Coverage in South Dakota

Montgomery's 401(k) Plan covers 112 participants in South Dakota, about 33% of the average South Dakota filer (state average ~340 per filing). Assets: $5M.

#4,195
in Retail Trade (8,048 peers)
+14.1%
assets growth YoY

Montgomery's 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Montgomery's 401(k) Plan vs every filed plan by assets

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

$4,816,096 41st percentile higher than 41% 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

Montgomery's 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. Montgomery's 401(k) Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Montgomery's 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Montgomery's 401(k) Plan reported net income fell from $671K in the plan year 2023 filing to $594K in the plan year 2024 filing.
  • Montgomery's 401(k) Plan reported participants fell from 119 in the plan year 2023 filing to 112 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 460399263 · Montgomerys Furniture, Inc. PY 2024 · 401(k)

Montgomery's 401(k) Plan · $5M · 112 · 41st

  • IND $5M
  • IND 112
  • IND 41st
  • IND 401(k)
  • IND near Dell & Dean PLLC 401(k) Profit Sharing Plan and Trust
  • IND ind #4195

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 Retail Trade retirement plans → · Plans in South Dakota →

Montgomery's 401(k) Plan in the asset neighbourhood

Montgomery's 401(k) Plan$5MDell & Dean PLLC 401(k) Profit Sharing Plan and TrustDell & Dean PLLC 401(k) Prof…$5MTipton, Marler, Garner & Chastain 401(k) PlanTipton, Marler, Garner & Cha…$5MPharmacy Quality Solutions, Inc. 401(k) Profit Sharing Plan and TrustPharmacy Quality Solutions, …$5MFrederick R. Cho, Dds, Apc Profit Sharing 401(k) PlanFrederick R. Cho, Dds, Apc P…$5M
End-of-year total assets ($M) among Montgomery's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South Dakota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$594K
Employer EIN460399263
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montgomerys Furniture, Inc.)

Sponsor-wide plan assets over time

All Montgomerys Furniture, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.64052822145466% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.55M $4.82M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 115 $4M
2023 1 119 $4M
2024 1 112 $5M

Nearby 401(k) Plans in South Dakota

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

Montgomery's 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Montgomery's 401(k) Plan, Total assets ($M): 4.816096 · Participants: 112Montgomery's 401(k) PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 811.221285 · Participants: 2881Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 278.292791 · Participants: 12199Good Samaritan Society 401(k) PlanPoet 401(k) Plan, Total assets ($M): 265.689062 · Participants: 2380Poet 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 262.560689 · Participants: 2369Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 240.594371 · Participants: 1821Premier 401(k) Plan
Montgomery's 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Montgomery's 401(k) Plan side-by-side with 3 peers →

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

Outside South Dakota, the nearest 401(k) by assets is Dell & Dean PLLC 401(k) Profit Sharing Plan and Trust in NY ($5M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Montgomery's 401(k) Plan assets move in 2024? ▼
Montgomery's 401(k) Plan grew at a solid clip - up 14.1% during 2024, from $4M to $5M. Reported net income was $594K.
How have Montgomerys Furniture, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomerys Furniture, Inc.'s sponsor-wide assets grew 35.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Montgomery's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dell & Dean PLLC 401(k) Profit Sharing Plan and Trust in NY ($5M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Montgomery's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants, N/A 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 460399263.

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.