401(k) · DOL Form 5500 · 2024

Montgomery Bancorporation, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
214
Participants Below avg headcount
75th
Percentile by assets National rank
$118,631
Avg per participant Near avg balance/head
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Official DOL plan name: Montgomery Bank 401(k) Plan · Sponsored by Montgomery Bancorporation, Inc. · Missouri · Finance & Insurance

$25M in assets, 214 participants

Montgomery Bancorporation, Inc.'s Montgomery Bank 401(k) Plan reported $25M in total assets and 214 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,216 in Finance & Insurance (8,549 peers)

Coverage in Missouri

Montgomery Bank 401(k) Plan covers 214 participants in Missouri, about 29% of the average Missouri filer (state average ~737 per filing). Assets: $25M.

#5,216
in Finance & Insurance (8,549 peers)
+9.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Montgomery Bank 401(k) Plan's outsized position by total assets

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

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

$25,387,008 Top 25% higher than 75% 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 Bank 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 Bank 401(k) Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Montgomery Bank 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Montgomery Bank 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Montgomery Bank 401(k) Plan reported participants rose from 200 in the plan year 2023 filing to 214 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 431350414 · Montgomery Bancorporation, Inc. PY 2024 · 401(k)

Montgomery Bank 401(k) Plan · $25M · 214 · 75th

  • PART $25M
  • PART 214
  • PART 75th
  • PART 401(k)
  • PART near Chesapeake Employers' Insurance Company 401(k) Plan
  • PART ind #5216

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 Finance & Insurance retirement plans → · Plans in Missouri →

Montgomery Bank 401(k) Plan in the asset neighbourhood

Montgomery Bank 401(k) Plan$25MChesapeake Employers' Insurance Company 401(k) PlanChesapeake Employers' Insura…$25MMetabolon 401(k) Plan$25MStone Industries, Inc. 401(k) Profit-Sharing PlanStone Industries, Inc. 401(k…$25MUnited Automobile Holdings 401(k) PlanUnited Automobile Holdings 4…$25M
End-of-year total assets ($M) among Montgomery Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN431350414
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montgomery Bancorporation, Inc.)

Sponsor-wide plan assets over time

All Montgomery Bancorporation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 25.63948955750436% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.2M $25.4M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 175 $20M
2023 1 200 $23M
2024 1 214 $25M

Nearby 401(k) Plans in Missouri

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

Montgomery Bank 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Montgomery Bank 401(k) Plan, Total assets ($B): 0.025387008 · Participants: 214Montgomery Bank 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Montgomery Bank 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Montgomery Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Chesapeake Employers' Insurance Company 401(k) Plan in MD ($25M); by covered participants it is Premier Health Services, Inc. 401(k) Plan in DC (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Bank 401(k) Plan assets move in 2024? ▼
Montgomery Bank 401(k) Plan grew at a solid clip - up 9.6% during 2024, from $23M to $25M. Reported net income was $2M.
How have Montgomery Bancorporation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomery Bancorporation, Inc.'s sponsor-wide assets grew 25.6%, from $20M to $25M.
Where does Montgomery Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Montgomery Bank 401(k) Plan ranks in the 75th 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 Montgomery Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chesapeake Employers' Insurance Company 401(k) Plan in MD ($25M, 294 participants).
Which 401(k) plans cover a similar participant headcount to Montgomery Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Health Services, Inc. 401(k) Plan in DC (214 participants, $322K 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 431350414.

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.