401(k) · DOL Form 5500 · 2024

Montage Medical Group 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
304
Participants Below avg headcount
69th
Percentile by assets National rank
$61,700
Avg per participant Low balance/head
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Official DOL plan name: Montage Medical Group 401(k) Profit Sharing Plan & Trust · Sponsored by Montage Medical Group · California · Healthcare & Social Assistance

$19M in assets, 304 participants

Montage Medical Group's Montage Medical Group 401(k) Profit Sharing Plan & Trust reported $19M in total assets and 304 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,479 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Montage Medical Group 401(k) Profit Sharing Plan & Trust covers 304 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $19M.

#12,479
in Healthcare & Social Assistance (16,916 peers)
+34.8%
assets growth YoY

Montage Medical Group 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Montage Medical Group 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$18,756,650 Top 31% higher than 69% 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

Montage Medical Group 401(k) Profit Sharing Plan & Trust 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 Medical Group 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (304 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Montage Medical Group 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $14M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Montage Medical Group 401(k) Profit Sharing Plan & Trust reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Montage Medical Group 401(k) Profit Sharing Plan & Trust reported participants rose from 263 in the plan year 2023 filing to 304 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 264826604 · Montage Medical Group PY 2024 · 401(k)

Montage Medical Group 401(k) Profit Sharing Plan & Trust · $19M · 304 · 69th

  • SCH $19M
  • EBSA 304
  • PART 69th
  • TYPE 401(k)
  • NET near H & M Bay, Inc. Corporate Profit Sharing Plan
  • BOOK ind #12479

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 California →

Montage Medical Group 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Montage Medical Group 401(k) Profit Sharing Plan & TrustMontage Medical Group 401(k)…$19MH & M Bay, Inc. Corporate Profit Sharing PlanH & M Bay, Inc. Corporate Pr…$19MThompson & Horton LLP 401(k) PlanThompson & Horton LLP 401(k)…$19MGarda Capital Partners 401(k) PlanGarda Capital Partners 401(k…$19MSentinel Trust Company, Lba 401(k) PlanSentinel Trust Company, Lba …$19M
End-of-year total assets ($M) among Montage Medical Group 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN264826604
Plan Effective Date2009-03-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Montage Medical Group)

Sponsor-wide plan assets over time

All Montage Medical Group plans reported in each filing year

Latest sponsor-wide plan assets
$19M 88.88784603817545% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.93M $18.8M ▲ +88.9%
Year Plans Participants Total Assets
2022 1 186 $10M
2023 1 263 $14M
2024 1 304 $19M

Nearby 401(k) Plans in California

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

Montage Medical Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Montage Medical Group 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.01875665 · Participants: 304Montage Medical Group 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Montage Medical Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Montage Medical Group 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Montage Medical Group 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is H & M Bay, Inc. Corporate Profit Sharing Plan in MD ($19M); by covered participants it is Max Credit Union Capital Accumulation Plan in AL (304 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (304 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 Montage Medical Group 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Montage Medical Group 401(k) Profit Sharing Plan & Trust surged - up 34.8% during 2024, from $14M to $19M. Reported net income was $5M.
How have Montage Medical Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montage Medical Group's sponsor-wide assets grew 88.9%, from $10M to $19M.
Which 401(k) plans are similar in size to Montage Medical Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is H & M Bay, Inc. Corporate Profit Sharing Plan in MD ($19M, 273 participants).
Which 401(k) plans cover a similar participant headcount to Montage Medical Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Max Credit Union Capital Accumulation Plan in AL (304 participants, $57M 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 264826604.

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.