Profit Sharing · DOL Form 5500 · 2024
Montauk Bus Service, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 314
- Participants Below avg headcount
- 28th
- Percentile by assets National rank
- $5,486
- Avg per participant Low balance/head
Official DOL plan name: The North Fork Express/Montauk Bus Companies 401(k) Savings Plan · Sponsored by Montauk Bus Service, Inc. · New York · Transportation & Warehousing
$2M in assets, 314 participants
Montauk Bus Service, Inc.'s The North Fork Express/Montauk Bus Companies 401(k) Savings Plan reported $2M in total assets and 314 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #940 in Transportation & Warehousing (3,299 peers)
Coverage in New York
The North Fork Express/Montauk Bus Companies 401(k) Savings Plan covers 314 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $2M.
- #940
- in Transportation & Warehousing (3,299 peers)
- +26.3%
- assets growth YoY
The North Fork Express/Montauk Bus Companies 401(k) Savings Plan among the smaller filed plans by assets
The North Fork Express/Montauk Bus Companies 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,722,675 28th percentile higher than 28% 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
The North Fork Express/Montauk Bus Companies 401(k) Savings 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. The North Fork Express/Montauk Bus Companies 401(k) Savings Plan sits mid-pack in the medium band (314 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The North Fork Express/Montauk Bus Companies 401(k) Savings Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The North Fork Express/Montauk Bus Companies 401(k) Savings Plan reported net income fell from $407K in the plan year 2023 filing to $358K in the plan year 2024 filing.
- The North Fork Express/Montauk Bus Companies 401(k) Savings Plan reported participants fell from 350 in the plan year 2023 filing to 314 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 113459790 · Montauk Bus Service, Inc. PY 2024 · Profit Sharing
The North Fork Express/Montauk Bus Companies 401(k) Savings Plan · $2M · 314 · 28th
- IND $2M
- IND 314
- IND 28th
- IND Profit Sharing
- IND near William M. Todd, Dmd, Msd Profit-Sharing Plan
- IND ind #940
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 Transportation & Warehousing retirement plans → · Plans in New York →
The North Fork Express/Montauk Bus Companies 401(k) Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $358K |
| Employer EIN | 113459790 |
| Plan Effective Date | 2019-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montauk Bus Service, Inc.)
Sponsor-wide plan assets over time
All Montauk Bus Service, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 80.05807262841357% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 328 | $957K |
| 2023 | 1 | 350 | $1M |
| 2024 | 1 | 314 | $2M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
The North Fork Express/Montauk Bus Companies 401(k) Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is William M. Todd, Dmd, Msd Profit-Sharing Plan in IL ($2M); by covered participants it is Monsanto Caribe Retirement Savings Plan in NJ (314 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (314 participants); asset peers above are excluded.
- Monsanto Caribe Retirement Savings Plan (NJ) 314 · 0 off
- The Carol Woods Profit Sharing Plan (NC) 314 · 0 off
- Mbi, Inc. Profit Sharing Plan & Trust (CT) 314 · 0 off
- Hirschvogel 401(k) Plan (OH) 315 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.