401(k) · DOL Form 5500 · 2024

Montgomery Community Action 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
246
Participants Below avg headcount
35th
Percentile by assets National rank
$12,974
Avg per participant Low balance/head
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Official DOL plan name: Montgomery Community Action Agency 401(k) Retirement Plan · Sponsored by Montgomery Community Action · Alabama · Other Services

$3M in assets, 246 participants

Montgomery Community Action's Montgomery Community Action Agency 401(k) Retirement Plan reported $3M in total assets and 246 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,524 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Montgomery Community Action Agency 401(k) Retirement Plan ranks #4,524 of 7,719 2024 filers by assets (629% of the sector average)-$3M for 246 participants.

#4,524
in Other Services (7,719 peers)
-6.8%
assets change YoY

The plan reported a net loss of $231K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montgomery Community Action Agency 401(k) Retirement Plan's mid-pack asset rank among Other Services and all filers

Montgomery Community Action Agency 401(k) Retirement Plan vs every filed plan by assets

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

$3,191,598 35th percentile higher than 35% 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

Montgomery Community Action Agency 401(k) Retirement 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 Community Action Agency 401(k) Retirement Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Montgomery Community Action Agency 401(k) Retirement Plan reported net income fell from $244K in the plan year 2023 filing to -$231K in the plan year 2024 filing.
  • Montgomery Community Action Agency 401(k) Retirement Plan reported participants rose from 210 in the plan year 2023 filing to 246 in the plan year 2024 filing.
  • Montgomery Community Action Agency 401(k) Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 636054097 · Montgomery Community Action PY 2024 · 401(k)

Montgomery Community Action Agency 401(k) Retirement Plan · $3M · 246 · 35th

  • TYPE $3M
  • TYPE 246
  • TYPE 35th
  • TYPE 401(k)
  • TYPE near Becker & Scott, Dds, LLC 401(k) Profit Sharing Plan
  • TYPE ind #4524

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 Other Services retirement plans → · Plans in Alabama →

Montgomery Community Action Agency 401(k) Retirement Plan in the asset neighbourhood

Montgomery Community Action Agency 401(k) Retirement PlanMontgomery Community Action …$3MBecker & Scott, Dds, LLC 401(k) Profit Sharing PlanBecker & Scott, Dds, LLC 401…$3MBonfire Funds Inc 401(k) Plan$3MAip-Ecs Holdings, LLC 401(k) PlanAip-Ecs Holdings, LLC 401(k)…$3MBowditch Ford Inc. Retirement PlanBowditch Ford Inc. Retiremen…$3M
End-of-year total assets ($M) among Montgomery Community Action Agency 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$231K
Employer EIN636054097
Plan Effective Date1993-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montgomery Community Action)

Sponsor-wide plan assets over time

All Montgomery Community Action plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.762225999204224% vs 2023
2024 filing year
$3.1M$3.2M$3.3M$3.4M$3.5M 20232024 $3.42M $3.19M ▼ -6.7%
Year Plans Participants Total Assets
2023 1 210 $3M
2024 1 246 $3M

Nearby 401(k) Plans in Alabama

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

Montgomery Community Action Agency 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Montgomery Community Action Agency 401(k) Retirement Plan, Total assets ($B): 0.003191598 · Participants: 246Montgomery Community Action Agency 401(k) Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Montgomery Community Action Agency 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Montgomery Community Action Agency 401(k) Retirement Plan side-by-side with 3 peers →

Montgomery Community Action Agency 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Becker & Scott, Dds, LLC 401(k) Profit Sharing Plan in MO ($3M); by covered participants it is Russ' Restaurants Savings and Retirement Plan in MI (246 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Montgomery Community Action Agency 401(k) Retirement Plan assets move in 2024? ▼
Montgomery Community Action Agency 401(k) Retirement Plan pulled back noticeably - down 6.8% during 2024, from $3M to $3M. Reported net income was -$231K.
How have Montgomery Community Action plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Montgomery Community Action's sponsor-wide assets declined 6.8%, from $3M to $3M.
Which 401(k) plans are similar in size to Montgomery Community Action Agency 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Becker & Scott, Dds, LLC 401(k) Profit Sharing Plan in MO ($3M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Montgomery Community Action Agency 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Russ' Restaurants Savings and Retirement Plan in MI (246 participants, $6M 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 636054097.

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.