Defined Benefit (Pension) · DOL Form 5500 · 2024

Global Montello Group Corp. Pension Plan

Data updated 2026-08-25

$558K
Total assets Small plan by assets
45
Participants Small participant base
19th
Percentile by assets National rank
$12,390
Avg per participant Low balance/head
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Official DOL plan name: Global Montello Group Corp. Pension Plan · Sponsored by Global Montello Group Corp. · Massachusetts · Retail Trade

$558K in assets, 45 participants

Global Montello Group Corp.'s Global Montello Group Corp. Pension Plan reported $558K in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,373 in Retail Trade (8,048 peers)

Global Montello Group Corp. multi-year trail

Global Montello Group Corp.'s plans moved -83.9% in assets from 2022 to 2024; this filing shows Global Montello Group Corp. Pension Plan at $558K / 45 participants.

#2,373
in Retail Trade (8,048 peers)
-86.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Global Montello Group Corp. Pension Plan among the smaller filed plans by assets

Global Montello Group Corp. Pension Plan vs every filed plan by assets

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

$557,535 19th percentile higher than 19% 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

Global Montello Group Corp. Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Global Montello Group Corp. Pension Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Global Montello Group Corp. Pension Plan reported net income fell from $365K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Global Montello Group Corp. Pension Plan end-of-year assets fell from $4M in the plan year 2023 filing to $558K in the plan year 2024 filing.
  • Global Montello Group Corp. Pension Plan reported participants fell from 48 in the plan year 2023 filing to 45 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043443028 · Global Montello Group Corp. PY 2024 · Defined Benefit (Pension)

Global Montello Group Corp. Pension Plan · $558K · 45 · 19th

  • EIN $558K
  • EIN 45
  • EIN 19th
  • EIN Defined Benefit (Pension)
  • EIN near Steven G. Selter Md Defined Benefit Plan
  • EIN ind #2373

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 Retail Trade retirement plans → · Plans in Massachusetts →

Global Montello Group Corp. Pension Plan in the asset neighbourhood

Global Montello Group Corp. Pension PlanGlobal Montello Group Corp. …$558KRetirement Plan for Employees of City Center Development Co.Retirement Plan for Employee…$562KLeverty Financial Group Cash Balance Pension PlanLeverty Financial Group Cash…$563KTotal Spine & Wellness Defined Benefit PlanTotal Spine & Wellness Defin…$564KSteven G. Selter Md Defined Benefit PlanSteven G. Selter Md Defined …$555K
End-of-year total assets ($M) among Global Montello Group Corp. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Global Montello Group Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Global Montello Group Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$558K 83.93360254026217% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $3.47M $0.56M ▼ -83.9%
Year Plans Participants Total Assets
2022 1 53 $3M
2023 1 48 $4M
2024 1 45 $558K

Global Montello Group Corp. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$533K
Net Income-$3M
Employer EIN043443028
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Global Montello Group Corp. Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Global Montello Group Corp. Pension Plan, Total assets ($B): 0.000557535 · Participants: 45Global Montello Group Corp. Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Global Montello Group Corp. Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Global Montello Group Corp. Pension Plan side-by-side with 3 peers →

Global Montello Group Corp. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Steven G. Selter Md Defined Benefit Plan in NY ($555K); by covered participants it is Employee Benefits Plan of Cp Rochester in NY (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Global Montello Group Corp. Pension Plan assets move in 2024? ▼
Global Montello Group Corp. Pension Plan contracted severely - down 86.9% during 2024, from $4M to $558K. Reported net income was -$3M.
How have Global Montello Group Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Global Montello Group Corp.'s sponsor-wide assets declined 83.9%, from $3M to $558K.
Where does Global Montello Group Corp. Pension Plan rank by assets among Form 5500 filers? ▼
Global Montello Group Corp. Pension Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Global Montello Group Corp. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Steven G. Selter Md Defined Benefit Plan in NY ($555K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Global Montello Group Corp. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employee Benefits Plan of Cp Rochester in NY (45 participants, N/A 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 043443028.

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.