Other · DOL Form 5500 · 2022
Montclair Kimberley Academy Foundation Retirement Plan
Data updated 2026-08-11
- $88M
- Total assets
- 227
- Participants
- 92nd
- Percentile by assets
- $388,625
- Avg per participant
Official DOL plan name: Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan · Sponsored by Montclair Kimberley Academy Foundation · New Jersey · Educational Services
$88M in assets, 227 participants
Montclair Kimberley Academy Foundation's Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan reported $88M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #3,448 in Educational Services (4,024 peers)
Coverage in New Jersey
Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan covers 227 participants in New Jersey, about 27% of the average New Jersey filer (state average ~844 per filing). Assets: $88M.
- $88M
- total plan assets (2022 EOY)
- 227
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $388,625
- avg assets per participant
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan reports 227 participants - about 27% of that state average ($88M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $101M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | -$13M |
| Employer EIN | 237365263 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montclair Kimberley Academy Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 227 | $88M |
| 2023 | 1 | 234 | $99M |
| 2024 | 1 | 242 | $108M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan vs. nearby Other plans in New Jersey, assets vs. participants
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.6B · 18,619
- Princeton University Retirement Savings Plan $1.3B · 7,627
- Rwjbarnabas Health 403(b) Savings Plan $1.2B · 29,563
- Educational Testing Service 403(b) Retirement Savings Plan $822M · 3,797
- Atlantic Health System 403(b) Retirement Savings Plan $759M · 19,041
Similar-Sized Other Plans Nationally
Other plans in other states closest to Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan by total assets, not by location.
- Johns Hopkins Home Care Group 403(b) Plan (MD) $88M · 1,399
- Intermountain Ironworkers' Tax Deferral Plan (UT) $88M · 1,774
- The South County Hospital 403(b) Retirement Plan (RI) $88M · 1,446
- Retirement Savings Plan of Finger Lakes Regional Health System (NY) $88M · 1,154
Frequently Asked Questions
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Filing takeaways
Ways to act on Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan's numbers.
- By total assets, Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
- Montclair Kimberley Academy Foundation's sponsor-wide assets have grown 22.9% since 2022 across 3 plan years on file. More Educational Services plans