401(k) · DOL Form 5500 · 2022

Apple Montessori Schools, Inc. 401(k) Plan

Data updated 2026-08-25

$137K
Total assets Small plan by assets
371
Participants Below avg headcount
8th
Percentile by assets National rank
$369
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Apple Montessori Schools 401(k) Plan · Sponsored by Apple Montessori Schools, Inc. · New York · Educational Services

$137K in assets, 371 participants

Apple Montessori Schools, Inc.'s Apple Montessori Schools 401(k) Plan reported $137K in total assets and 371 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #254 in Educational Services (4,024 peers)

Coverage in New York

Apple Montessori Schools 401(k) Plan covers 371 participants in New York, about 47% of the average New York filer (state average ~798 per filing). Assets: $137K.

#254
in Educational Services (4,024 peers)
$137K
reported net income

Apple Montessori Schools 401(k) Plan among the smaller filed plans by assets

Apple Montessori Schools 401(k) Plan vs every filed plan by assets

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

$137,069 8th percentile higher than 8% 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

Apple Montessori Schools 401(k) 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. Apple Montessori Schools 401(k) Plan sits mid-pack in the medium band (371 participants).

DOL schedule card

Filing strip 830805374 · Apple Montessori Schools, Inc. PY 2022 · 401(k)

Apple Montessori Schools 401(k) Plan · $137K · 371 · 8th

  • ASSETS $137K
  • PCT 371
  • EIN 8th
  • RANK 401(k)
  • PHOTO near Tj Rominski, Inc. 401(k) Profit Sharing Plan
  • IND ind #254

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 New York →

Apple Montessori Schools 401(k) Plan in the asset neighbourhood

Apple Montessori Schools 401(k) PlanApple Montessori Schools 401…$137KTj Rominski, Inc. 401(k) Profit Sharing PlanTj Rominski, Inc. 401(k) Pro…$137KCue Capital Ventures Inc 401(k) PlanCue Capital Ventures Inc 401…$137KMontgomery Woodwrights, Inc. 401(k) PlanMontgomery Woodwrights, Inc.…$137KTrue North Investments, Inc. 401(k) Profit Sharing PlanTrue North Investments, Inc.…$137K
End-of-year total assets ($M) among Apple Montessori Schools 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$137K
Net Income$137K
Employer EIN830805374
Plan Effective Date2022-03-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Apple Montessori Schools 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Apple Montessori Schools 401(k) Plan, Total assets ($B): 0.000137069 · Participants: 371Apple Montessori Schools 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Apple Montessori Schools 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Apple Montessori Schools 401(k) Plan side-by-side with 3 peers →

Apple Montessori Schools 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tj Rominski, Inc. 401(k) Profit Sharing Plan in OK ($137K); by covered participants it is Intersect Ent, Inc. Retirement Trust in CA (371 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (371 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

Where does Apple Montessori Schools 401(k) Plan rank by assets among Form 5500 filers? ▼
Apple Montessori Schools 401(k) Plan ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Apple Montessori Schools 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tj Rominski, Inc. 401(k) Profit Sharing Plan in OK ($137K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Apple Montessori Schools 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intersect Ent, Inc. Retirement Trust in CA (371 participants, N/A 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 830805374.

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.