Defined Benefit (Pension) · DOL Form 5500 · 2024

Montello & Associates, P.a. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$607,595
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Montello Defined Benefit Plan · Sponsored by Montello & Associates, P.a. · Florida · Professional & Technical Services

$1M in assets, 2 participants

Montello & Associates, P.a.'s Montello Defined Benefit Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,018 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Montello Defined Benefit Plan holds $1M for 2 participants - about $607,595 per participant, in the lower half of filed plans by assets.

#4,018
in Professional & Technical Services (20,173 peers)
+0.0%
assets growth YoY

Montello Defined Benefit Plan among the smaller filed plans by assets

Montello Defined Benefit Plan vs every filed plan by assets

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

$1,215,189 25th percentile higher than 25% 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

Montello Defined Benefit Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montello Defined Benefit Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Montello Defined Benefit Plan reported net income fell from $22K in the plan year 2023 filing to $204 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 542138945 · Montello & Associates, P.a. PY 2024 · Defined Benefit (Pension)

Montello Defined Benefit Plan · $1M · 2 · 25th

  • VS-ST $1M
  • BOY 2
  • SCH 25th
  • EBSA Defined Benefit (Pension)
  • PART near Mills Property Partnership Defined Benefit Pension Plan
  • TYPE ind #4018

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 Professional & Technical Services retirement plans → · Plans in Florida →

Montello Defined Benefit Plan in the asset neighbourhood

Montello Defined Benefit Plan$1MMills Property Partnership Defined Benefit Pension PlanMills Property Partnership D…$1ME Gold USA Inc Pension Trust$1MWayne Savings Community Bank Defined Benefit Pension PlanWayne Savings Community Bank…$1MThe Law Offices of Bradford D. Brown, Apc Defined Benefit Pension PlanThe Law Offices of Bradford …$1M
End-of-year total assets ($M) among Montello Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$204
Employer EIN542138945
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montello & Associates, P.a.)

Sponsor-wide plan assets over time

All Montello & Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 1.883503643759998% vs 2022
2024 filing year
$1.18M$1.19M$1.2M$1.21M$1.22M$1.23M 202220232024 $1.19M $1.22M ▲ +2.5%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Montello Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Montello Defined Benefit Plan, Total assets ($B): 0.001215189 · Participants: 2Montello Defined Benefit PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
Montello Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Montello Defined Benefit Plan side-by-side with 3 peers →

Montello Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Mills Property Partnership Defined Benefit Pension Plan in TX ($1M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Montello Defined Benefit Plan assets move in 2024? ▼
Montello Defined Benefit Plan held essentially flat - up 0.0% during 2024, from $1M to $1M. Reported net income was $204.
How have Montello & Associates, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montello & Associates, P.a.'s sponsor-wide assets grew 1.9%, from $1M to $1M.
Where does Montello Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Montello Defined Benefit Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Montello Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mills Property Partnership Defined Benefit Pension Plan in TX ($1M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Montello Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 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 542138945.

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.