401(k) · DOL Form 5500 · 2024

Montereau, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 314
Participants Below avg headcount: 43rd
Percentile by assets National rank: $17,326
Avg per participant Low balance/head

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Official DOL plan name: Montereau, Inc. 401(k) Plan · Sponsored by Montereau, Inc. · Oklahoma · Healthcare & Social Assistance

$5M in assets, 314 participants

Montereau, Inc.'s Montereau, Inc. 401(k) Plan reported $5M in total assets and 314 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

#7,928 in Healthcare & Social Assistance (16,916 peers)

Coverage in Oklahoma

Montereau, Inc. 401(k) Plan covers 314 participants in Oklahoma, about 41% of the average Oklahoma filer (state average ~760 per filing). Assets: $5M.

#7,928
in Healthcare & Social Assistance (16,916 peers): +5.4%
assets growth YoY

Montereau, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Montereau, Inc. 401(k) Plan vs every filed plan by assets

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

$5,440,390 43rd percentile higher than 43% 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

Montereau, Inc. 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. Montereau, Inc. 401(k) Plan sits mid-pack in the medium band (314 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%)

Montereau, Inc. 401(k) Plan reported net income rose from -$127K in the plan year 2023 filing to $277K in the plan year 2024 filing.
Montereau, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Montereau, Inc. 401(k) Plan reported participants rose from 301 in the plan year 2023 filing to 314 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 731571795 · Montereau, Inc. PY 2024 · 401(k)

Montereau, Inc. 401(k) Plan · $5M · 314 · 43rd

EBSA $5M
PART 314
TYPE 43rd
NET 401(k)
BOOK near Gateway Companies 401(k) Plan
VS-ST ind #7928

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 Oklahoma →

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

Oklahoma filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$5M
Net Income	$277K
Employer EIN	731571795
Plan Effective Date	2016-12-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Montereau, Inc.)

Latest sponsor-wide plan assets: $5M 2.8612278405719884% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	345	$5M
2023	1	301	$5M
2024	1	314	$5M

Nearby 401(k) Plans in Oklahoma

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

Montereau, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Quiktrip Corporation Retirement Plan $4.8B · 13,369
The Williams Investment Plus Plan $2.0B · 5,204
Oneok, Inc. 401(k) Plan $1.4B · 4,756
Bok Financial 401(k) Plan $1.2B · 4,907
Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958

Compare Montereau, Inc. 401(k) Plan side-by-side with 3 peers →

Montereau, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Gateway Companies 401(k) Plan in AL ($5M); by covered participants it is Data Center, Inc. Savings & Retirement Plan in KS (314 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Gateway Companies 401(k) Plan (AL) $5M · 351
Iron Pony Motorsports Inc 401(k) Profit Sharing Plan & Trust (OH) $5M · 142
Architectural Glass & Metal 401(k) Plan (IN) $5M · 111
Metro Woodcrafter of Nc, Inc. Retirement Plan (NC) $5M · 30

Similar participant headcount

Nearest other-state filings by covered participants (314 participants); asset peers above are excluded.

Data Center, Inc. Savings & Retirement Plan (KS) 314 · 0 off
Truebeck Construction, Inc. 401(k) Plan (CA) 314 · 0 off
Roman Eagle 401(k) Plan (VA) 314 · 0 off
Wcf 401(k) Plan (UT) 314 · 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 Montereau, Inc. 401(k) Plan assets move in 2024? ▼

Montereau, Inc. 401(k) Plan grew at a solid clip - up 5.4% during 2024, from $5M to $5M. Reported net income was $277K.

How have Montereau, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Montereau, Inc.'s sponsor-wide assets grew 2.9%, from $5M to $5M.

Which 401(k) plans are similar in size to Montereau, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Gateway Companies 401(k) Plan in AL ($5M, 351 participants).

Which 401(k) plans cover a similar participant headcount to Montereau, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Data Center, Inc. Savings & Retirement Plan in KS (314 participants, $64M 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 731571795.