401(k) · DOL Form 5500 · 2024

Mta Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
282
Participants Below avg headcount
57th
Percentile by assets National rank
$37,057
Avg per participant Low balance/head
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Official DOL plan name: Montrose Auto Group 401(k) Retirement Savings Plan · Sponsored by Mta Investments, Inc. · Ohio · Retail Trade

$10M in assets, 282 participants

Mta Investments, Inc.'s Montrose Auto Group 401(k) Retirement Savings Plan reported $10M in total assets and 282 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,419 in Retail Trade (8,048 peers)

Coverage in Ohio

Montrose Auto Group 401(k) Retirement Savings Plan covers 282 participants in Ohio, about 37% of the average Ohio filer (state average ~765 per filing). Assets: $10M.

#5,419
in Retail Trade (8,048 peers)
+16.6%
assets growth YoY

Montrose Auto Group 401(k) Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Montrose Auto Group 401(k) Retirement Savings Plan vs every filed plan by assets

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

$10,450,190 Top 43% higher than 57% 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

Montrose Auto Group 401(k) Retirement 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. Montrose Auto Group 401(k) Retirement Savings Plan sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Montrose Auto Group 401(k) Retirement Savings Plan reported participants fell from 415 in the plan year 2023 filing to 282 in the plan year 2024 filing.
  • Montrose Auto Group 401(k) Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Montrose Auto Group 401(k) Retirement Savings Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 592738546 · Mta Investments, Inc. PY 2024 · 401(k)

Montrose Auto Group 401(k) Retirement Savings Plan · $10M · 282 · 57th

  • TYPE $10M
  • NET 282
  • BOOK 57th
  • VS-ST 401(k)
  • BOY near Clearview Consulting, Inc. 401(k) Plan
  • SCH ind #5419

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 Retail Trade retirement plans → · Plans in Ohio →

Montrose Auto Group 401(k) Retirement Savings Plan in the asset neighbourhood

Montrose Auto Group 401(k) Retirement Savings PlanMontrose Auto Group 401(k) R…$10MClearview Consulting, Inc. 401(k) PlanClearview Consulting, Inc. 4…$10MCompass Construction 401(k) PlanCompass Construction 401(k) …$10M1e, Inc. 401(k) Plan$10MFrancotyp-Postalia Inc 401(k) PlanFrancotyp-Postalia Inc 401(k…$10M
End-of-year total assets ($M) among Montrose Auto Group 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN592738546
Plan Effective Date1999-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mta Investments, Inc.)

Sponsor-wide plan assets over time

All Mta Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 38.74612165171533% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.53M $10.5M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 294 $8M
2023 1 415 $9M
2024 1 282 $10M

Nearby 401(k) Plans in Ohio

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

Montrose Auto Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Montrose Auto Group 401(k) Retirement Savings Plan, Total assets ($B): 0.01045019 · Participants: 282Montrose Auto Group 401(k) Retirement Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Montrose Auto Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Montrose Auto Group 401(k) Retirement Savings Plan side-by-side with 3 peers →

Montrose Auto Group 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Clearview Consulting, Inc. 401(k) Plan in MD ($10M); by covered participants it is Alliance Shippers, Inc. 401(k) Savings Plan in NJ (282 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Montrose Auto Group 401(k) Retirement Savings Plan assets move in 2024? ▼
Montrose Auto Group 401(k) Retirement Savings Plan grew sharply - up 16.6% during 2024, from $9M to $10M. Reported net income was $1M.
How have Mta Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mta Investments, Inc.'s sponsor-wide assets grew 38.7%, from $8M to $10M.
Which 401(k) plans are similar in size to Montrose Auto Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clearview Consulting, Inc. 401(k) Plan in MD ($10M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Montrose Auto Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alliance Shippers, Inc. 401(k) Savings Plan in NJ (282 participants, N/A 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 592738546.

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.