Other · DOL Form 5500 · 2022
The Montpelier Foundation Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 91
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $59,746
- Avg per participant Low balance/head
Official DOL plan name: The Montpelier Foundation Tda Plan · Sponsored by The Montpelier Foundation · Virginia · Arts, Entertainment & Recreation
$5M in assets, 91 participants
The Montpelier Foundation's The Montpelier Foundation Tda Plan reported $5M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #2,128 in Arts, Entertainment & Recreation (3,077 peers)
2022 asset change
The Montpelier Foundation Tda Plan declined sharply 16.4% in 2022 ($6M → $5M) for 91 participants.
- #2,128
- in Arts, Entertainment & Recreation (3,077 peers)
- -16.4%
- 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.
The Montpelier Foundation Tda Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
The Montpelier Foundation Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,436,919 Top 48% higher than 52% 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
The Montpelier Foundation Tda 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. The Montpelier Foundation Tda Plan is a small filing (91 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 311620682 · The Montpelier Foundation PY 2022 · Other
The Montpelier Foundation Tda Plan · $5M · 91 · 52nd
- SCH $5M
- SCH 91
- SCH 52nd
- SCH Other
- SCH near Hodges University, Inc. 403(b) Plan
- SCH ind #2128
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 Arts, Entertainment & Recreation retirement plans → · Plans in Virginia →
The Montpelier Foundation Tda Plan in the asset neighbourhood
The Montpelier Foundation years around the 2022 move
Sponsor-wide plan assets over time
All The Montpelier Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 7.426136015636797% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $5M |
| 2023 | 1 | 83 | $6M |
| 2024 | 1 | 93 | $6M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 311620682 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $2.7B · 26,421
- The George Washington University Supplemental Retirement Plan $1.4B · 7,903
- Institute for Defense Analyses Tax Deferred Annuity Plan $719M · 1,346
- Carilion Clinic 403(b) Retirement Savings Plan $597M · 12,418
- Centra Health Matching Tax Deferred Savings Plan $595M · 6,854
The Montpelier Foundation Tda Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Hodges University, Inc. 403(b) Plan in FL ($5M); by covered participants it is Sandia Preparatory School Defined Contribution Retirement Plan in NM (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (91 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.