401(k) · DOL Form 5500 · 2022
Villa Montessori Inc 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 63
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $28,569
- Avg per participant Low balance/head
Official DOL plan name: Villa Montessori,Inc401k Savings Plan · Sponsored by Villa Montessori Inc · Arizona · Educational Services
$2M in assets, 63 participants
Villa Montessori Inc's Villa Montessori,Inc401k Savings Plan reported $2M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #878 in Educational Services (4,024 peers)
2022 asset change
Villa Montessori,Inc401k Savings Plan pulled back noticeably 12.1% in 2022 ($2M → $2M) for 63 participants.
- #878
- in Educational Services (4,024 peers)
- -12.1%
- assets change YoY
The plan reported a net loss of $249K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Villa Montessori,Inc401k Savings Plan among the smaller filed plans by assets
Villa Montessori,Inc401k Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,799,869 32nd percentile higher than 32% 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
Villa Montessori,Inc401k Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Villa Montessori,Inc401k Savings Plan is a small filing (63 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 860193411 · Villa Montessori Inc PY 2022 · 401(k)
Villa Montessori,Inc401k Savings Plan · $2M · 63 · 32nd
- ASSETS $2M
- ASSETS 63
- ASSETS 32nd
- ASSETS 401(k)
- ASSETS near Foundation Properties Corporation 401(k) Plan
- ASSETS ind #878
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 Arizona →
Villa Montessori,Inc401k Savings Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$249K |
| Employer EIN | 860193411 |
| Plan Effective Date | 1999-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Villa Montessori,Inc401k Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Foundation Properties Corporation 401(k) Plan in KS ($2M); by covered participants it is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.
- Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan (WI) 63 · 0 off
- Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan (PR) 63 · 0 off
- Land Title Company of Kitsap County 401(k) Plan (WA) 63 · 0 off
- Hometown Bancshares, Inc. 401(k) Profit Sharing Plan & Trust (WV) 63 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.