401(k) · DOL Form 5500 · 2022
Montessori Academy 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $20,439
- Avg per participant Low balance/head
Official DOL plan name: Montessori Academy 401(k) Plan · Sponsored by Montessori Academy · Tennessee · Educational Services
$1M in assets, 55 participants
Montessori Academy's Montessori Academy 401(k) Plan reported $1M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.
- #702 in Educational Services (4,024 peers)
What the 2022 filing shows
Montessori Academy 401(k) Plan holds $1M for 55 participants - about $20,439 per participant, in the lower half of filed plans by assets.
- #702
- in Educational Services (4,024 peers)
- -7.2%
- assets change YoY
The plan reported a net loss of $88K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Montessori Academy 401(k) Plan among the smaller filed plans by assets
Montessori Academy 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,124,145 26th percentile higher than 26% 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
Montessori Academy 401(k) 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. Montessori Academy 401(k) Plan is a small filing (55 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 621216240 · Montessori Academy PY 2022 · 401(k)
Montessori Academy 401(k) Plan · $1M · 55 · 26th
- SCH $1M
- SCH 55
- SCH 26th
- SCH 401(k)
- SCH near Ckb Management LLC 401(k) Profit Sharing Plan & Trust
- SCH ind #702
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 Tennessee →
Montessori Academy 401(k) Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$88K |
| Employer EIN | 621216240 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montessori Academy)
Sponsor-wide plan assets over time
All Montessori Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 4.899367964097158% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 55 | $1M |
| 2023 | 1 | 63 | $1M |
| 2024 | 1 | 59 | $1M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Montessori Academy 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Ckb Management LLC 401(k) Profit Sharing Plan & Trust in AR ($1M); by covered participants it is Revinate Retirement Trust in CA (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (55 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.