Other · DOL Form 5500 · 2022

Montverde Academy Retirement Plan

Data updated 2026-08-11

$11M
Total assets
223
Participants
66th
Percentile by assets
$47,895
Avg per participant
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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.

  • 66th percentile by assets (of 139,126 plans)
  • #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.

$11M
total plan assets (2022 EOY)
223
covered participants
66th
percentile by assets (of 139,126 plans)
$47,895
avg assets per participant

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.

Where Montverde Academy Retirement Plan sits by total assets

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 $2,010,000,000 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

State
Florida
Industry
Educational Services

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Montverde Academy Retirement Plan reports 223 participants - about 35% of that state average ($11M EOY assets).

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)

$12M$14M$16M$18M$20M$22M 202220232024 $14M $20.1M ▲ +43.6%
Total plan assets by year, all Montverde Academy plans on file
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 ($B) Participants Montverde Academy Re…, Total assets ($B): 0.010680583 · Participants: 223Montverde Academy Re…Baptist Health South…, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South…University of Miami …, Total assets ($B): 1.361290787 · Participants: 12294University of Miami …Orlando Health Retir…, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retir…Defined Contribution…, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution…The Nemours Foundati…, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundati…
Montverde Academy Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Montverde Academy Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Montverde Academy Retirement Plan by total assets, not by location.

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).

Next read for Montverde Academy Retirement Plan

Filing takeaways

Ways to act on Montverde Academy Retirement Plan's numbers.

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.