401(k) · DOL Form 5500 · 2024
Montage Health 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 137
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $82,900
- Avg per participant Below avg balance/head
Official DOL plan name: Montage Health 401(k) Plan · Sponsored by Montage Health · California · Finance & Insurance
$11M in assets, 137 participants
Montage Health's Montage Health 401(k) Plan reported $11M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #3,622 in Finance & Insurance (8,549 peers)
Coverage in California
Montage Health 401(k) Plan covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $11M.
- #3,622
- in Finance & Insurance (8,549 peers)
- +48.2%
- assets growth YoY
Montage Health 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Montage Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,357,364 Top 42% higher than 58% 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
Montage Health 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. Montage Health 401(k) Plan sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montage Health 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Montage Health 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Montage Health 401(k) Plan reported participants rose from 116 in the plan year 2023 filing to 137 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 942789696 · Montage Health PY 2024 · 401(k)
Montage Health 401(k) Plan · $11M · 137 · 58th
- BOY $11M
- SCH 137
- EBSA 58th
- PART 401(k)
- TYPE near Asphalt Specialties Co. 401(k) Plan
- NET ind #3622
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 Finance & Insurance retirement plans → · Plans in California →
Montage Health 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $4M |
| Employer EIN | 942789696 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montage Health)
Sponsor-wide plan assets over time
All Montage Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 97.04413772140515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 120 | $6M |
| 2023 | 1 | 116 | $8M |
| 2024 | 1 | 137 | $11M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Montage Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Asphalt Specialties Co. 401(k) Plan in CO ($11M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Asphalt Specialties Co. 401(k) Plan (CO) $11M · 262
- Maggie Sottero Designs, LLC Retirement Plan (UT) $11M · 82
- Inproduction, Inc. Retirement Savings Plan (IL) $11M · 538
- Luminate, LLC 401(k) Plan (CO) $11M · 38
Similar participant headcount
Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.
- Ims Logistics 401(k) Employee Retirement Plan (MS) 137 · 0 off
- Johnstone Supply of Detroit 401(k) Plan (MI) 137 · 0 off
- Maval Industries, LLC 401(k) Plan (OH) 137 · 0 off
- Lloyd Management Retirement Savings Plan (MN) 137 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.