401(k)
2024 plan-year 401(k) DOL Form 5500

Montrose Environmental Group 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Montrose Environmental Group, Inc. · California · Professional & Technical Services

What the 2023 filing shows

Montrose Environmental Group 401(k) Plan holds $191M for 2,052 participants — about $93,139 per participant, up 22.5% over the 2024 plan year.

$191M
total plan assets (2024 EOY)
2,052
covered participants
$93,139
avg assets per participant
+22.5%
assets growth YoY
Total Assets (2023)
$191M
Participants
2,052
State
Industry
Professional & Technical Services

What the Filing Says About Montrose Environmental Group 401(k) Plan

Montrose Environmental Group 401(k) Plan is a 401(k) retirement plan sponsored by Montrose Environmental Group, Inc., headquartered in California. As of the 2024 Form 5500 filing, the plan reports $191M in total end-of-year assets and covers 2,052 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 464195044, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $156M at the beginning of 2024 to $191M at year-end — a gain of 22.5%. Net assets (after liabilities) closed the year at $191M, with reported net income of $35M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$156M
Total Assets (End of Year)$191M
Net Assets (End of Year)$191M
Net Income$35M
Plan Type401(k)
Employer EIN464195044
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montrose Environmental Group, Inc.)

Year Plans Participants Total Assets
2022 1 1,676 $129M
2023 1 2,281 $156M
2024 1 2,052 $191M

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Frequently Asked Questions

How much money is in the Montrose Environmental Group 401(k) Plan?
As of the 2024 Form 5500 filing, Montrose Environmental Group 401(k) Plan holds $191M in total assets with 2,052 participants. It is sponsored by Montrose Environmental Group, Inc..
What type of plan is Montrose Environmental Group 401(k) Plan?
Montrose Environmental Group 401(k) Plan is a 401(k) plan. It has been effective since 2014-01-01. The plan is filed with the U.S. Department of Labor under EIN 464195044.
Who sponsors the Montrose Environmental Group 401(k) Plan?
Montrose Environmental Group 401(k) Plan is sponsored by Montrose Environmental Group, Inc., located in California. The sponsor's EIN is 464195044 and the plan operates in the Professional & Technical Services industry.
How did Montrose Environmental Group 401(k) Plan perform in 2024?
Montrose Environmental Group 401(k) Plan grew by 22.5% during 2024, moving from $156M to $191M in total assets. Net income was $35M.
Where can I find official filings for Montrose Environmental Group 401(k) Plan?
Official Form 5500 filings for Montrose Environmental Group 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 464195044 or plan name at efast.dol.gov.
How does Montrose Environmental Group 401(k) Plan compare to other plans?
You can compare Montrose Environmental Group 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 464195044.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.