Other · DOL Form 5500 · 2022

The Montgomery Academy Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
105
Participants Small participant base
79th
Percentile by assets National rank
$213,854
Avg per participant Above avg balance/head
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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.

  • #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.

#2,556
in Educational Services (4,024 peers)
-17.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

The Montgomery Academy Retirement Plan's outsized position 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 $2,050,000,000 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 2022

The Montgomery Academy Retirement 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. The Montgomery Academy Retirement Plan sits mid-pack in the medium band (105 participants).

Published 5500 schedule card

Filing strip 630401358 · The Montgomery Academy PY 2022 · Other

The Montgomery Academy Retirement Plan · $22M · 105 · 79th

  • PCT $22M
  • PCT 105
  • PCT 79th
  • PCT Other
  • PCT near Safe Horizon 403(b) Retirement Savings Plan
  • PCT ind #2556

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 Alabama →

The Montgomery Academy Retirement Plan in the asset neighbourhood

Tiaa-Cref Annuity Plan for the Faculty and the Administration of Athens AcademyTiaa-Cref Annuity Plan for t…$22MSafe Horizon 403(b) Retirement Savings PlanSafe Horizon 403(b) Retireme…$22MThe Pegasus School DC Retirement PlanThe Pegasus School DC Retire…$22MThe Montgomery Academy Retirement PlanThe Montgomery Academy Retir…$22MFood for the Poor 403b Plan$22M
End-of-year total assets ($M) among The Montgomery Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All The Montgomery Academy plans reported in each filing year

Latest sponsor-wide plan assets
$27M 21.84116931839609% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22.5M $27.4M ▲ +21.9%
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 ($B) Participants The Montgomery Academy Retirement Plan, Total assets ($B): 0.022454654 · Participants: 105The Montgomery Academy Retirement PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.163166856 · Participants: 4400University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.10538525 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.090578583 · Participants: 1760Samford University 403(b) Salary Deferral and Defined Contribution PlanBirmingham Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.086964874 · Participants: 349Birmingham Southern College Defined Contribution and Tax Deferred Annuity PlanUab Health System 403(b) Retirement Plan, Total assets ($B): 0.067991852 · Participants: 500Uab Health System 403(b) Retirement Plan
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 →

The Montgomery Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Safe Horizon 403(b) Retirement Savings Plan in NY ($22M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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.

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).
Which Other plans cover a similar participant headcount to The Montgomery Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (105 participants, $7M in assets).

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.