401(k) · DOL Form 5500 · 2024
Monterey Pacific, LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 221
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $40,377
- Avg per participant Low balance/head
Official DOL plan name: Monterey Pacific, LLC Retirement Plan · Sponsored by Monterey Pacific, LLC · California · Agriculture, Forestry & Fishing
$9M in assets, 221 participants
Monterey Pacific, LLC's Monterey Pacific, LLC Retirement Plan reported $9M in total assets and 221 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #705 in Agriculture, Forestry & Fishing (1,217 peers)
Coverage in California
Monterey Pacific, LLC Retirement Plan covers 221 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $9M.
- #705
- in Agriculture, Forestry & Fishing (1,217 peers)
- +10.8%
- assets growth YoY
Monterey Pacific, LLC Retirement Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers
Monterey Pacific, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,923,389 Top 47% higher than 53% 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
Monterey Pacific, LLC Retirement 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. Monterey Pacific, LLC Retirement Plan sits mid-pack in the medium band (221 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Monterey Pacific, LLC Retirement Plan reported participants rose from 190 in the plan year 2023 filing to 221 in the plan year 2024 filing.
- Monterey Pacific, LLC Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 770298005 · Monterey Pacific, LLC PY 2024 · 401(k)
Monterey Pacific, LLC Retirement Plan · $9M · 221 · 53rd
- EBSA $9M
- PART 221
- TYPE 53rd
- NET 401(k)
- BOOK near Titan Transfer, Inc. 401(k) Profit Sharing Plan and Trust
- VS-ST ind #705
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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →
Monterey Pacific, LLC Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 770298005 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monterey Pacific, LLC)
Sponsor-wide plan assets over time
All Monterey Pacific, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 33.98876303266582% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 189 | $7M |
| 2023 | 1 | 190 | $8M |
| 2024 | 1 | 221 | $9M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Monterey Pacific, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Titan Transfer, Inc. 401(k) Profit Sharing Plan and Trust in TN ($9M); by covered participants it is Sage Atc Environmental Consulting LLC 401(k) Plan in TX (221 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (221 participants); asset peers above are excluded.
- Sage Atc Environmental Consulting LLC 401(k) Plan (TX) 221 · 0 off
- Nymbus, Inc. 401(k) Profit Sharing Plan and Trust (FL) 221 · 0 off
- Cherry Hill Company/Lrc 401(k) Plan (NE) 221 · 0 off
- Twin Cities Public Television 401(k) Plan (MN) 221 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.