Other · DOL Form 5500 · 2022

Montverde Academy Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
117
Participants Small participant base
42nd
Percentile by assets National rank
$28,258
Avg per participant Low balance/head
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Official DOL plan name: Montverde Academy Tda Plan · Sponsored by Montverde Academy · Florida · Educational Services

$3M in assets, 117 participants

Montverde Academy's Montverde Academy Tda Plan reported $3M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,171 in Educational Services (4,024 peers)

Coverage in Florida

Montverde Academy Tda Plan covers 117 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#1,171
in Educational Services (4,024 peers)
-4.3%
assets change YoY

The plan reported a net loss of $147K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montverde Academy Tda Plan's mid-pack asset rank among Educational Services and all filers

Montverde Academy Tda Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,306,140 42nd percentile higher than 42% 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

Montverde Academy Tda 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. Montverde Academy Tda Plan sits mid-pack in the medium band (117 participants).

Published 5500 schedule card

Filing strip 590657329 · Montverde Academy PY 2022 · Other

Montverde Academy Tda Plan · $3M · 117 · 42nd

  • ASSETS $3M
  • ASSETS 117
  • ASSETS 42nd
  • ASSETS Other
  • ASSETS near Friendship Place Retirement and Employee Savings Plan
  • ASSETS ind #1171

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 Florida →

Montverde Academy Tda Plan in the asset neighbourhood

Montverde Academy Tda Plan$3MFriendship Place Retirement and Employee Savings PlanFriendship Place Retirement …$3MWestside School 403(b) DC PlanWestside School 403(b) DC Pl…$3MPine Manor College 403(b) PlanPine Manor College 403(b) Pl…$3MChristwood Employee Retirement PlanChristwood Employee Retireme…$3M
End-of-year total assets ($M) among Montverde Academy Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$147K
Employer EIN590657329
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montverde Academy)

Sponsor-wide plan assets over time

All Montverde Academy plans reported in each filing year

Latest sponsor-wide plan assets
$20M 43.62332048757954% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14M $20.1M ▲ +43.6%
Year Plans Participants Total Assets
2022 2 340 $14M
2023 2 354 $17M
2024 2 370 $20M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Montverde Academy Tda Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Montverde Academy Tda Plan, Total assets ($B): 0.00330614 · Participants: 117Montverde Academy Tda PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
Montverde Academy Tda Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Montverde Academy Tda Plan side-by-side with 3 peers →

Montverde Academy Tda Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Friendship Place Retirement and Employee Savings Plan in DC ($3M); by covered participants it is Grassroots Crisis Intervention Center, Inc 403(b) Tax Deferred Annuity Plan in MD (117 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 (117 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 Montverde Academy Tda Plan assets move in 2022? ▼
Montverde Academy Tda Plan edged down modestly - down 4.3% during 2022, from $3M to $3M. Reported net income was -$147K.
How have Montverde Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montverde Academy's sponsor-wide assets grew 43.6%, from $14M to $20M.
Which Other plans are similar in size to Montverde Academy Tda Plan? ▼
Among Other plans in other states, the closest by assets is Friendship Place Retirement and Employee Savings Plan in DC ($3M, 147 participants).
Which Other plans cover a similar participant headcount to Montverde Academy Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Grassroots Crisis Intervention Center, Inc 403(b) Tax Deferred Annuity Plan in MD (117 participants, $867K 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 590657329.

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.