401(k) · DOL Form 5500 · 2024

Montes Tydrich Inc. 401(k) Plan

Data updated 2026-08-25

$50K
Total assets Small plan by assets
2
Participants Small participant base
4th
Percentile by assets National rank
$25,041
Avg per participant Low balance/head
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Official DOL plan name: Montes Tydrich 401(k) · Sponsored by Montes Tydrich Inc. · Wisconsin · Finance & Insurance

$50K in assets, 2 participants

Montes Tydrich Inc.'s Montes Tydrich 401(k) reported $50K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 4th 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.

  • #194 in Finance & Insurance (8,549 peers)

Montes Tydrich Inc. multi-year trail

Montes Tydrich Inc.'s plans moved -10.8% in assets from 2022 to 2024; this filing shows Montes Tydrich 401(k) at $50K / 2 participants.

#194
in Finance & Insurance (8,549 peers)
-10.8%
assets change YoY

The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montes Tydrich 401(k) among the smaller filed plans by assets

Montes Tydrich 401(k) vs every filed plan by assets

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

$50,082 4th percentile higher than 4% 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

Montes Tydrich 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montes Tydrich 401(k) is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Montes Tydrich 401(k) reported net income rose from -$7K in the plan year 2023 filing to -$6K in the plan year 2024 filing.
  • Montes Tydrich 401(k) end-of-year assets rose from $49K in the plan year 2023 filing to $50K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 852809004 · Montes Tydrich Inc. PY 2024 · 401(k)

Montes Tydrich 401(k) · $50K · 2 · 4th

  • SCH $50K
  • EBSA 2
  • PART 4th
  • TYPE 401(k)
  • NET near K-Rod, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #194

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 Wisconsin →

Montes Tydrich 401(k) in the asset neighbourhood

Montes Tydrich 401(k)$50KK-Rod, Inc. 401(k) Profit Sharing PlanK-Rod, Inc. 401(k) Profit Sh…$50KAlbright Business Solutions, Inc. 401(k) PlanAlbright Business Solutions,…$50KAcolar Inc. 401(k) Plan$50KBhaven Senior Care Inc. Retirement PlanBhaven Senior Care Inc. Reti…$50K
End-of-year total assets ($M) among Montes Tydrich 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Montes Tydrich Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Montes Tydrich Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50K 10.825825291122111% vs 2022
2024 filing year
$0.05M$0.05M$0.06M$0.06M$0.07M 202220232024 $0.06M $0.05M ▼ -16.7%
Year Plans Participants Total Assets
2022 1 2 $56K
2023 1 2 $49K
2024 1 2 $50K

Montes Tydrich Inc. filing trail (2024)

Total Assets (Beginning of Year)$56K
Net Assets (End of Year)$50K
Net Income-$6K
Employer EIN852809004
Plan Effective Date2020-09-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Montes Tydrich 401(k) vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Montes Tydrich 401(k), Total assets ($B): 0.000050082 · Participants: 2Montes Tydrich 401(k)Advocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Montes Tydrich 401(k) vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Montes Tydrich 401(k) side-by-side with 3 peers →

Montes Tydrich 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is K-Rod, Inc. 401(k) Profit Sharing Plan in MO ($50K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Montes Tydrich 401(k) assets move in 2024? ▼
Montes Tydrich 401(k) pulled back noticeably - down 10.8% during 2024, from $56K to $50K. Reported net income was -$6K.
How have Montes Tydrich Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montes Tydrich Inc.'s sponsor-wide assets declined 10.8%, from $56K to $50K.
Where does Montes Tydrich 401(k) rank by assets among Form 5500 filers? ▼
Montes Tydrich 401(k) ranks in the 4th 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 401(k) plans are similar in size to Montes Tydrich 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is K-Rod, Inc. 401(k) Profit Sharing Plan in MO ($50K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Montes Tydrich 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 852809004.

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.