401(k) · DOL Form 5500 · 2024

Monterey Mushrooms, LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
1,268
Participants Near avg headcount
80th
Percentile by assets National rank
$27,991
Avg per participant Low balance/head
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Official DOL plan name: Monterey Mushrooms 401(k) Plan · Sponsored by Monterey Mushrooms, LLC · Texas · Agriculture, Forestry & Fishing

$35M in assets, 1,268 participants

Monterey Mushrooms, LLC's Monterey Mushrooms 401(k) Plan reported $35M in total assets and 1,268 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #1,060 in Agriculture, Forestry & Fishing (1,217 peers)

Where Monterey Mushrooms 401(k) Plan sits by assets

Monterey Mushrooms 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 1,268 participants (~$27,991/participant), down 6.8% in 2024.

#1,060
in Agriculture, Forestry & Fishing (1,217 peers)
-6.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monterey Mushrooms 401(k) Plan's outsized position by total assets

Monterey Mushrooms 401(k) Plan vs every filed plan by assets

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

$35,492,828 Top 20% higher than 80% 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

Monterey Mushrooms 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monterey Mushrooms 401(k) Plan lands in the large band (1,268 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Monterey Mushrooms 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Monterey Mushrooms 401(k) Plan reported participants fell from 1,455 in the plan year 2023 filing to 1,268 in the plan year 2024 filing.
  • Monterey Mushrooms 401(k) Plan end-of-year assets fell from $38M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 770185497 · Monterey Mushrooms, LLC PY 2024 · 401(k)

Monterey Mushrooms 401(k) Plan · $35M · 1,268 · 80th

  • SCH $35M
  • SCH 1,268
  • SCH 80th
  • SCH 401(k)
  • SCH near Banyan Software Retirement Plan
  • SCH ind #1060

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Texas →

Monterey Mushrooms 401(k) Plan in the asset neighbourhood

Banyan Software Retirement PlanBanyan Software Retirement P…$35MRockcastle Hospital and Subsidiaries Retirement PlanRockcastle Hospital and Subs…$35MMonterey Mushrooms 401(k) PlanMonterey Mushrooms 401(k) Pl…$35MHoward, Wershbale & Co. Profit Sharing & 401(k) Plan and TrustHoward, Wershbale & Co. Prof…$35MLuvata Appleton LLC Investment PlanLuvata Appleton LLC Investme…$35M
End-of-year total assets ($M) among Monterey Mushrooms 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$35M
Net Income-$3M
Employer EIN770185497
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monterey Mushrooms, LLC)

Sponsor-wide plan assets over time

All Monterey Mushrooms, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 1.2867549256112147% vs 2022
2024 filing year
$35M$36M$37M$38M$39M 202220232024 $36M $35.5M ▼ -1.3%
Year Plans Participants Total Assets
2022 1 1,575 $36M
2023 1 1,455 $38M
2024 1 1,268 $35M

Nearby 401(k) Plans in Texas

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

Monterey Mushrooms 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Monterey Mushrooms 401(k) Plan, Total assets ($B): 0.035492828 · Participants: 1268Monterey Mushrooms 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Monterey Mushrooms 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Monterey Mushrooms 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Banyan Software Retirement Plan in GA ($35M); by covered participants it is Kpff, Inc. 401(k) Plan in WA (1,268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,268 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 Monterey Mushrooms 401(k) Plan assets move in 2024? ▼
Monterey Mushrooms 401(k) Plan pulled back noticeably - down 6.8% during 2024, from $38M to $35M. Reported net income was -$3M.
How have Monterey Mushrooms, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monterey Mushrooms, LLC's sponsor-wide assets declined 1.3%, from $36M to $35M.
Where does Monterey Mushrooms 401(k) Plan rank by assets among Form 5500 filers? ▼
Monterey Mushrooms 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Monterey Mushrooms 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Banyan Software Retirement Plan in GA ($35M, 401 participants).
Which 401(k) plans cover a similar participant headcount to Monterey Mushrooms 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kpff, Inc. 401(k) Plan in WA (1,268 participants, $220M 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 770185497.

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.