Other · DOL Form 5500 · 2022
Laura Holland Uzzell Foundation Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 106
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $54,056
- Avg per participant Low balance/head
Official DOL plan name: Sterling Montessori Retirement Savings Plan · Sponsored by Laura Holland Uzzell Foundation · North Carolina · Educational Services
$6M in assets, 106 participants
Laura Holland Uzzell Foundation's Sterling Montessori Retirement Savings Plan reported $6M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #1,521 in Educational Services (4,024 peers)
Coverage in North Carolina
Sterling Montessori Retirement Savings Plan covers 106 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.
- #1,521
- in Educational Services (4,024 peers)
- -13.5%
- assets change YoY
The plan reported a net loss of $893K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sterling Montessori Retirement Savings Plan's mid-pack asset rank among Educational Services and all filers
Sterling Montessori Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,729,924 Top 47% higher than 53% 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
Sterling Montessori Retirement Savings 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. Sterling Montessori Retirement Savings Plan sits mid-pack in the medium band (106 participants).
DOL schedule card
Filing strip 561899973 · Laura Holland Uzzell Foundation PY 2022 · Other
Sterling Montessori Retirement Savings Plan · $6M · 106 · 53rd
- EIN $6M
- RANK 106
- PHOTO 53rd
- IND Other
- EOY near Aging Services of North Central Massachusetts, Inc. 403(b) Plan
- 5500 ind #1521
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 North Carolina →
Sterling Montessori Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$893K |
| Employer EIN | 561899973 |
| Plan Effective Date | 2006-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Sterling Montessori Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Aging Services of North Central Massachusetts, Inc. 403(b) Plan in MA ($6M); by covered participants it is Northpointe Christian School 403(b) Plan in MI (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (106 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.