Other · DOL Form 5500 · 2022

Montverde Academy Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
223
Participants Below avg headcount
66th
Percentile by assets National rank
$47,895
Avg per participant Low balance/head
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Official DOL plan name: Montverde Academy Retirement Plan · Sponsored by Montverde Academy · Florida · Educational Services

$11M in assets, 223 participants

Montverde Academy's Montverde Academy Retirement Plan reported $11M in total assets and 223 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,963 in Educational Services (4,024 peers)

Coverage in Florida

Montverde Academy Retirement Plan covers 223 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $11M.

#1,963
in Educational Services (4,024 peers)
-8.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Montverde Academy Retirement Plan vs every filed plan by assets

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

$10,680,583 Top 34% higher than 66% 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 Retirement 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 Retirement Plan sits mid-pack in the medium band (223 participants).

EBSA filing schedule strip

Filing strip 590657329 · Montverde Academy PY 2022 · Other

Montverde Academy Retirement Plan · $11M · 223 · 66th

  • 5500 $11M
  • 5500 223
  • 5500 66th
  • 5500 Other
  • 5500 near Able, Inc. 403(b) Plan
  • 5500 ind #1963

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 Retirement Plan in the asset neighbourhood

The Barack Obama Foundation 403(b) PlanThe Barack Obama Foundation …$11MFamily Research Council 403(b) Retirement PlanFamily Research Council 403(…$11MMontverde Academy Retirement PlanMontverde Academy Retirement…$11MAble, Inc. 403(b) Plan$11MRonald Reagan Presidential Foundation 403(b) DC PlanRonald Reagan Presidential F…$11M
End-of-year total assets ($M) among Montverde Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN590657329
Plan Effective Date1984-09-01
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 Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Montverde Academy Retirement Plan, Total assets ($B): 0.010680583 · Participants: 223Montverde Academy Retirement 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 Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Montverde Academy Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest Other by assets is Able, Inc. 403(b) Plan in ND ($11M); by covered participants it is Rfe/Rl, Inc. US Retirement Savings Plan in DC (223 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Retirement Plan assets move in 2022? ▼
Montverde Academy Retirement Plan pulled back noticeably - down 8.6% during 2022, from $12M to $11M. Reported net income was -$1M.
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 Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Able, Inc. 403(b) Plan in ND ($11M, 242 participants).
Which Other plans cover a similar participant headcount to Montverde Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Rfe/Rl, Inc. US Retirement Savings Plan in DC (223 participants, $47M 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.