401(k) · DOL Form 5500 · 2024

Montebello Packaging 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 207
Participants Below avg headcount: 51st
Percentile by assets National rank: $38,110
Avg per participant Low balance/head

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Official DOL plan name: Montebello 401(k) Plan · Sponsored by Montebello Packaging · Kentucky · Manufacturing

$8M in assets, 207 participants

Montebello Packaging's Montebello 401(k) Plan reported $8M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

#6,253 in Manufacturing (17,777 peers)

Coverage in Kentucky

Montebello 401(k) Plan covers 207 participants in Kentucky, about 32% of the average Kentucky filer (state average ~647 per filing). Assets: $8M.

#6,253
in Manufacturing (17,777 peers): -13.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montebello 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Montebello 401(k) Plan vs every filed plan by assets

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

$7,888,741 Top 49% higher than 51% 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

Montebello 401(k) 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. Montebello 401(k) Plan sits mid-pack in the medium band (207 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Montebello 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
Montebello 401(k) Plan reported participants fell from 270 in the plan year 2023 filing to 207 in the plan year 2024 filing.
Montebello 401(k) Plan end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 363792281 · Montebello Packaging PY 2024 · 401(k)

Montebello 401(k) Plan · $8M · 207 · 51st

ASSETS $8M
PCT 207
EIN 51st
RANK 401(k)
PHOTO near Burton Construction 401(k) Profit Sharing Plan
IND ind #6253

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 Manufacturing retirement plans → · Plans in Kentucky →

End-of-year total assets ($M) among Montebello 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$8M
Net Income	-$1M
Employer EIN	363792281
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Montebello Packaging)

Latest sponsor-wide plan assets: $8M 0.16061645534632205% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	267	$8M
2023	1	270	$9M
2024	1	207	$8M

Nearby 401(k) Plans in Kentucky

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

Montebello 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
Humana Retirement Savings Plan $7.7B · 45,706
UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
Scionhealth 401(k) Plan $1.3B · 23,753
Lexmark Savings Plan $1.2B · 1,919

Compare Montebello 401(k) Plan side-by-side with 3 peers →

Montebello 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Burton Construction 401(k) Profit Sharing Plan in TX ($8M); by covered participants it is California Retina Associates 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Burton Construction 401(k) Profit Sharing Plan (TX) $8M · 74
Saunders & Associates, LLC 401(k) Profit Sharing Plan (AZ) $8M · 30
Advanced Composites 401(k) Plan (UT) $8M · 78
Bmac Retirement Plan (AZ) $8M · 456

Similar participant headcount

Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.

California Retina Associates 401(k) Plan (CA) 207 · 0 off
The Las Olas Company, Inc. 401(k) Plan (FL) 207 · 0 off
Gmfs, LLC 401(k) Plan (LA) 207 · 0 off
The Simon Konover Company 401(k) Savings Plan (CT) 207 · 0 off

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 Montebello 401(k) Plan assets move in 2024? ▼

Montebello 401(k) Plan pulled back noticeably - down 13.9% during 2024, from $9M to $8M. Reported net income was -$1M.

How have Montebello Packaging plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Montebello Packaging's sponsor-wide assets declined 0.2%, from $8M to $8M.

Which 401(k) plans are similar in size to Montebello 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Burton Construction 401(k) Profit Sharing Plan in TX ($8M, 74 participants).

Which 401(k) plans cover a similar participant headcount to Montebello 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (207 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 363792281.