Other · DOL Form 5500 · 2022
Montclair Kimberley Academy Foundation Retirement Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 227
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $388,625
- Avg per participant High balance/head
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.
- #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.
- #3,448
- in Educational Services (4,024 peers)
- -13.0%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
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.
Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan's outsized position by total assets
Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$88,217,923 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan sits mid-pack in the medium band (227 participants).
Form 5500 schedule snapshot
Filing strip 237365263 · Montclair Kimberley Academy Foundation PY 2022 · Other
Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan · $88M · 227 · 92nd
- EBSA $88M
- EBSA 227
- EBSA 92nd
- EBSA Other
- EBSA near Johns Hopkins Home Care Group 403(b) Plan
- EBSA ind #3448
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 Educational Services retirement plans → · Plans in New Jersey →
Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Montclair Kimberley Academy Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 22.885861867321452% vs 2022
- 2024 filing year
| 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.
- 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
Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Johns Hopkins Home Care Group 403(b) Plan in MD ($88M); by covered participants it is Moore College of Art & Design 403 (B) DC Plan in PA (227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (227 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.