Other · DOL Form 5500 · 2022
Montgomery Baptist Outreach Services Corporation Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 689
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $29,329
- Avg per participant Low balance/head
Official DOL plan name: Montgomery Baptist Outreach Services Corporation 403b Plan · Sponsored by Montgomery Baptist Outreach Services Corporation · Alabama · Healthcare & Social Assistance
$20M in assets, 689 participants
Montgomery Baptist Outreach Services Corporation's Montgomery Baptist Outreach Services Corporation 403b Plan reported $20M in total assets and 689 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #16,252 in Healthcare & Social Assistance (20,060 peers)
Where Montgomery Baptist Outreach Services Corporation 403b Plan sits by assets
Montgomery Baptist Outreach Services Corporation 403b Plan sits in the top quartile of all filed plans by assets, $20M for 689 participants (~$29,329/participant), down 19.9% in 2022.
- #16,252
- in Healthcare & Social Assistance (20,060 peers)
- -19.9%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Montgomery Baptist Outreach Services Corporation 403b Plan's outsized position by total assets
Montgomery Baptist Outreach Services Corporation 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,207,799 Top 23% higher than 77% 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
Montgomery Baptist Outreach Services Corporation 403b 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. Montgomery Baptist Outreach Services Corporation 403b Plan sits mid-pack in the medium band (689 participants).
Plan-year Form 5500 strip
Filing strip 630813275 · Montgomery Baptist Outreach Services Corporation PY 2022 · Other
Montgomery Baptist Outreach Services Corporation 403b Plan · $20M · 689 · 77th
- EBSA $20M
- EBSA 689
- EBSA 77th
- EBSA Other
- EBSA near Brookstone School, Inc. Retirement Plan
- EBSA ind #16252
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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →
Montgomery Baptist Outreach Services Corporation 403b Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$5M |
| Employer EIN | 630813275 |
| Plan Effective Date | 1997-06-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montgomery Baptist Outreach Services Corporation)
Sponsor-wide plan assets over time
All Montgomery Baptist Outreach Services Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 0.4545027392641821% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 689 | $20M |
| 2023 | 1 | 395 | $22M |
| 2024 | 1 | 370 | $20M |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.2B · 4,400
- Drummond Company, Inc. Savings Plan for Salaried Employees $105M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $91M · 1,760
- Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan $87M · 349
- Uab Health System 403(b) Retirement Plan $68M · 500
Montgomery Baptist Outreach Services Corporation 403b Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Brookstone School, Inc. Retirement Plan in GA ($20M); by covered participants it is 403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc in NY (689 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Brookstone School, Inc. Retirement Plan (GA) $20M · 156
- 403(b) Thrift Plan for Employees of the San Francisco Food Bank (CA) $20M · 246
- Tabor College Retirement Plan (KS) $20M · 155
- Zepf Center Retirement Savings Plan (OH) $20M · 461
Similar participant headcount
Nearest other-state filings by covered participants (689 participants); asset peers above are excluded.
- 403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc (NY) 689 · 0 off
- Cedarville University Retirement Savings Plan (OH) 689 · 0 off
- St. Lawrence University 403(b) Retirement Plan (NY) 688 · 1 off
- Cambridge Health Alliance Physicians Organization 403b Plan (MA) 690 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.