Defined Benefit (Pension) · DOL Form 5500 · 2024
Montello & Associates, P.a. Pension Plan
Data updated 2026-08-11
- $1M
- Total assets
- 2
- Participants
- 25th
- Percentile by assets
- $607,595
- Avg per participant
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.
- 25th percentile by assets (of 123,622 plans)
- #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.
- $1M
- total plan assets (2024 EOY)
- 2
- covered participants
- 25th
- percentile by assets (of 123,622 plans)
- $607,595
- avg assets per participant
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.
Defined Benefit (Pension) filing for Montello Defined Benefit Plan
Defined Benefit (Pension) filing for plan year 2024: EIN 542138945 ; effective since 2013-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $204 |
| Employer EIN | 542138945 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montello & Associates, P.a.)
| 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
- L3harris Technologies Consolidated Pension Plan $7.6B · 4,996
- Nextera Energy, Inc. Employee Pension Plan $5.3B · 14,419
- Retirement Accumulation Plan for Partners of Pwc $2.7B · 3,950
- Csx Pension Plan $2.3B · 2,293
- Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,001
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Montello Defined Benefit Plan by total assets, not by location.
Frequently Asked Questions
How did Montello Defined Benefit Plan assets move in 2024? ▼
How have Montello & Associates, P.a. plan assets changed over time? ▼
Where does Montello Defined Benefit Plan rank by assets among Form 5500 filers? ▼
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Next read for Montello Defined Benefit Plan
Filing takeaways
Ways to act on Montello Defined Benefit Plan's numbers.
- By total assets, Montello Defined Benefit Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Florida. Compare plans
- Montello & Associates, P.a.'s sponsor-wide assets have grown 1.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans