Other · DOL Form 5500 · 2022

The Montgomery Academy Retirement Plan

Data updated 2026-08-11

$22M
Total assets
105
Participants
79th
Percentile by assets
$213,854
Avg per participant
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Official DOL plan name: The Montgomery Academy Retirement Plan · Sponsored by The Montgomery Academy · Alabama · Educational Services

$22M in assets, 105 participants

The Montgomery Academy's The Montgomery Academy Retirement Plan reported $22M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 139,126 plans)
  • #2,556 in Educational Services (4,024 peers)

Coverage in Alabama

The Montgomery Academy Retirement Plan covers 105 participants in Alabama, about 29% of the average Alabama filer (state average ~360 per filing). Assets: $22M.

$22M
total plan assets (2022 EOY)
105
covered participants
79th
percentile by assets (of 139,126 plans)
$213,854
avg assets per participant

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where The Montgomery Academy Retirement Plan sits by total assets

The Montgomery Academy Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$22,454,654 Top 21% higher than 79% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
Alabama
Industry
Educational Services

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. The Montgomery Academy Retirement Plan reports 105 participants - about 29% of that state average ($22M EOY assets).

Alabama filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$22M
Net Income-$5M
Employer EIN630401358
Plan Effective Date1960-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Montgomery Academy)

$20M$22M$24M$26M$28M 202220232024 $22.5M $27.4M ▲ +21.9%
Total plan assets by year, all The Montgomery Academy plans on file
Year Plans Participants Total Assets
2022 1 105 $22M
2023 1 110 $25M
2024 1 170 $27M

Nearby Other Plans in Alabama

Peer Other plans, same state, same plan type, ranked by total assets.

The Montgomery Academy Retirement Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants The Montgomery Acade…, Total assets ($B): 0.022454654 · Participants: 105The Montgomery Acade…University of Alabam…, Total assets ($B): 1.163166856 · Participants: 4400University of Alabam…Drummond Company, In…, Total assets ($B): 0.10538525 · Participants: 451Drummond Company, In…Samford University 4…, Total assets ($B): 0.090578583 · Participants: 1760Samford University 4…Birmingham Southern …, Total assets ($B): 0.086964874 · Participants: 349Birmingham Southern …Uab Health System 40…, Total assets ($B): 0.067991852 · Participants: 500Uab Health System 40…
The Montgomery Academy Retirement Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare The Montgomery Academy Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Montgomery Academy Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Montgomery Academy Retirement Plan assets move in 2022? ▼
The Montgomery Academy Retirement Plan declined sharply - down 17.7% during 2022, from $27M to $22M. Reported net income was -$5M.
How have The Montgomery Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Montgomery Academy's sponsor-wide assets grew 21.8%, from $22M to $27M.
Where does The Montgomery Academy Retirement Plan rank by assets among Form 5500 filers? ▼
The Montgomery Academy Retirement Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Montgomery Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Safe Horizon 403(b) Retirement Savings Plan in NY ($22M, 786 participants).

Next read for The Montgomery Academy Retirement Plan

Filing takeaways

Ways to act on The Montgomery Academy Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630401358.

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.