401(k) · DOL Form 5500 · 2024

Montachusett Regional Transit Authority 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
115
Participants Small participant base
41st
Percentile by assets National rank
$40,905
Avg per participant Low balance/head
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Official DOL plan name: Montachusett Regional Transit Authority 401(k) Plan · Sponsored by Montachusett Regional Transit Authority · Massachusetts · Transportation & Warehousing

$5M in assets, 115 participants

Montachusett Regional Transit Authority's Montachusett Regional Transit Authority 401(k) Plan reported $5M in total assets and 115 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.

  • #1,374 in Transportation & Warehousing (3,299 peers)

Coverage in Massachusetts

Montachusett Regional Transit Authority 401(k) Plan covers 115 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#1,374
in Transportation & Warehousing (3,299 peers)
+20.3%
assets growth YoY

Montachusett Regional Transit Authority 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Montachusett Regional Transit Authority 401(k) Plan vs every filed plan by assets

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

$4,704,096 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

Montachusett Regional Transit Authority 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. Montachusett Regional Transit Authority 401(k) Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Montachusett Regional Transit Authority 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Montachusett Regional Transit Authority 401(k) Plan reported participants rose from 106 in the plan year 2023 filing to 115 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042677160 · Montachusett Regional Transit Authority PY 2024 · 401(k)

Montachusett Regional Transit Authority 401(k) Plan · $5M · 115 · 41st

  • BOOK $5M
  • BOOK 115
  • BOOK 41st
  • BOOK 401(k)
  • BOOK near Upward Projects 401(k) Plan
  • BOOK ind #1374

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 Massachusetts →

Montachusett Regional Transit Authority 401(k) Plan in the asset neighbourhood

Montachusett Regional Transit Authority 401(k) PlanMontachusett Regional Transi…$5MUpward Projects 401(k) Plan$5MTorchy's Tacos 401(k) Plan$5MHome and Body Company 401(k) Profit Sharing PlanHome and Body Company 401(k)…$5MBaucom's Nursery Company Retirement Savings PlanBaucom's Nursery Company Ret…$5M
End-of-year total assets ($M) among Montachusett Regional Transit Authority 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$793K
Employer EIN042677160
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montachusett Regional Transit Authority)

Sponsor-wide plan assets over time

All Montachusett Regional Transit Authority plans reported in each filing year

Latest sponsor-wide plan assets
$5M 51.00724011009435% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.12M $4.7M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 91 $3M
2023 1 106 $4M
2024 1 115 $5M

Nearby 401(k) Plans in Massachusetts

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

Montachusett Regional Transit Authority 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Montachusett Regional Transit Authority 401(k) Plan, Total assets ($B): 0.004704096 · Participants: 115Montachusett Regional Transit Authority 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Montachusett Regional Transit Authority 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Montachusett Regional Transit Authority 401(k) Plan side-by-side with 3 peers →

Montachusett Regional Transit Authority 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Upward Projects 401(k) Plan in AZ ($5M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Montachusett Regional Transit Authority 401(k) Plan assets move in 2024? ▼
Montachusett Regional Transit Authority 401(k) Plan grew sharply - up 20.3% during 2024, from $4M to $5M. Reported net income was $793K.
How have Montachusett Regional Transit Authority plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montachusett Regional Transit Authority's sponsor-wide assets grew 51.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Montachusett Regional Transit Authority 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Upward Projects 401(k) Plan in AZ ($5M, 1,025 participants).
Which 401(k) plans cover a similar participant headcount to Montachusett Regional Transit Authority 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants, $2M 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 042677160.

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.