401(k) · DOL Form 5500 · 2024
Montgomery General Health Care System, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 287
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $23,848
- Avg per participant Low balance/head
Official DOL plan name: Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan · Sponsored by Montgomery General Health Care System, Inc. · West Virginia · Healthcare & Social Assistance
$7M in assets, 287 participants
Montgomery General Health Care System, Inc.'s Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 287 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #8,857 in Healthcare & Social Assistance (16,916 peers)
Montgomery General Health Care System, Inc. multi-year trail
Montgomery General Health Care System, Inc.'s plans moved +10.5% in assets from 2022 to 2024; this filing shows Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan at $7M / 287 participants.
- #8,857
- in Healthcare & Social Assistance (16,916 peers)
- +6.1%
- assets growth YoY
Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,844,264 48th percentile higher than 48% 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
Montgomery General Health Care System, Inc. 401(k) Profit Sharing 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. Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (287 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan reported net income rose from $260K in the plan year 2023 filing to $374K in the plan year 2024 filing.
- Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan reported participants fell from 394 in the plan year 2023 filing to 287 in the plan year 2024 filing.
- Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 550632601 · Montgomery General Health Care System, Inc. PY 2024 · 401(k)
Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan · $7M · 287 · 48th
- PART $7M
- PART 287
- PART 48th
- PART 401(k)
- PART near Ford Restaurant Group Retirement Savings Plan
- PART ind #8857
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 Healthcare & Social Assistance retirement plans → · Plans in West Virginia →
Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Montgomery General Health Care System, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Montgomery General Health Care System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 10.54376259397634% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 300 | $6M |
| 2023 | 1 | 394 | $6M |
| 2024 | 1 | 287 | $7M |
Montgomery General Health Care System, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $374K |
| Employer EIN | 550632601 |
| Plan Effective Date | 2002-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in West Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Orrick, Herrington & Sutcliffe LLP Retirement Plan $1.2B · 1,845
- Vandalia Health System 401(k) Retirement Savings P $853M · N/A
- American Public Education Retirement Plan $303M · 5,717
- West Virginia University Health System 401(k) Plan $255M · 4,549
- United Bankshares, Inc. Savings and Stock Investment Plan $249M · 2,561
Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside West Virginia, the nearest 401(k) by assets is Ford Restaurant Group Retirement Savings Plan in TX ($7M); by covered participants it is Capital Excavation Company 401(k) Retirement Savings Plan in TX (287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (287 participants); asset peers above are excluded.
- Capital Excavation Company 401(k) Retirement Savings Plan (TX) 287 · 0 off
- Keany Produce & Gourmet and Related Entities 401(k) Plan (MD) 287 · 0 off
- Belting Company of Cincinnati, Inc. Retirement Savings Plan (OH) 287 · 0 off
- First Savings Bank Employees' Savings & Profit Sharing Plan (IN) 287 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.