Other · DOL Form 5500 · 2022
Newton Montessori School Inc. Dba Wellan Montess Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 99
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $34,151
- Avg per participant Low balance/head
Official DOL plan name: Wellan Montessori School 403(b) Plan · Sponsored by Newton Montessori School Inc. Dba Wellan Montess · Massachusetts · Educational Services
$3M in assets, 99 participants
Newton Montessori School Inc. Dba Wellan Montess's Wellan Montessori School 403(b) Plan reported $3M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #1,189 in Educational Services (4,024 peers)
Newton Montessori School Inc. Dba Wellan Montess multi-year trail
Newton Montessori School Inc. Dba Wellan Montess's plans moved +32.5% in assets from 2022 to 2024; this filing shows Wellan Montessori School 403(b) Plan at $3M / 99 participants.
- #1,189
- in Educational Services (4,024 peers)
- -6.5%
- assets change YoY
The plan reported a net loss of $235K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wellan Montessori School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Wellan Montessori School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,380,951 43rd percentile higher than 43% 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
Wellan Montessori School 403(b) 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. Wellan Montessori School 403(b) Plan is a small filing (99 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 205197160 · Newton Montessori School Inc. Dba Wellan Montess PY 2022 · Other
Wellan Montessori School 403(b) Plan · $3M · 99 · 43rd
- EIN $3M
- RANK 99
- PHOTO 43rd
- IND Other
- EOY near 403(b) Thrift Plan of Ashtabula County Community Action Agency
- 5500 ind #1189
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 Massachusetts →
Wellan Montessori School 403(b) Plan in the asset neighbourhood
Newton Montessori School Inc. Dba Wellan Montess multi-year asset trail
Sponsor-wide plan assets over time
All Newton Montessori School Inc. Dba Wellan Montess plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 32.49150904582764% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $3M |
| 2023 | 1 | 97 | $4M |
| 2024 | 1 | 109 | $4M |
Newton Montessori School Inc. Dba Wellan Montess filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$235K |
| Employer EIN | 205197160 |
| Plan Effective Date | 2008-05-21 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Wellan Montessori School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is 403(b) Thrift Plan of Ashtabula County Community Action Agency in OH ($3M); by covered participants it is New Horizons Community Support Services 403(b) Retirement Plan in MO (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (99 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.