401(k) · DOL Form 5500 · 2022

Your Montessori School, Inc. 401(k) Plan

Data updated 2026-08-25

$540K
Total assets Small plan by assets
4
Participants Small participant base
19th
Percentile by assets National rank
$135,117
Avg per participant Near avg balance/head
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Official DOL plan name: Your Montessori 401(k) · Sponsored by Your Montessori School, Inc. · North Carolina · Educational Services

$540K in assets, 4 participants

Your Montessori School, Inc.'s Your Montessori 401(k) reported $540K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

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

Your Montessori School, Inc. multi-year trail

Your Montessori School, Inc.'s plans moved -48.1% in assets from 2022 to 2024; this filing shows Your Montessori 401(k) at $540K / 4 participants.

#518
in Educational Services (4,024 peers)
-3.4%
assets change YoY

The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Your Montessori 401(k) among the smaller filed plans by assets

Your Montessori 401(k) vs every filed plan by assets

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

$540,469 19th percentile higher than 19% 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

Your Montessori 401(k) among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Your Montessori 401(k) is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 820754875 · Your Montessori School, Inc. PY 2022 · 401(k)

Your Montessori 401(k) · $540K · 4 · 19th

  • RANK $540K
  • PHOTO 4
  • IND 19th
  • EOY 401(k)
  • 5500 near Simply Grow, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #518

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 North Carolina →

Your Montessori 401(k) in the asset neighbourhood

Your Montessori 401(k)$540KSimply Grow, Inc. 401(k) Profit Sharing PlanSimply Grow, Inc. 401(k) Pro…$541KAfmv 401(k) Profit Sharing PlanAfmv 401(k) Profit Sharing P…$540KSeven Bicycles Retirement PlanSeven Bicycles Retirement Pl…$541KAdvo(K)Ate Advisors, LLC 401(k) Profit Sharing PlaAdvo(K)Ate Advisors, LLC 401…$540K
End-of-year total assets ($M) among Your Montessori 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Your Montessori School, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Your Montessori School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$281K 48.084163939097344% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.54M $0.28M ▼ -48.1%
Year Plans Participants Total Assets
2022 1 4 $540K
2023 1 4 $424K
2024 1 4 $281K

Your Montessori School, Inc. filing trail (2022)

Total Assets (Beginning of Year)$560K
Net Assets (End of Year)$540K
Net Income-$19K
Employer EIN820754875
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Your Montessori 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Your Montessori 401(k), Total assets ($B): 0.000540469 · Participants: 4Your Montessori 401(k)The Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Your Montessori 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Your Montessori 401(k) side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Simply Grow, Inc. 401(k) Profit Sharing Plan in NJ ($541K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($540K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Your Montessori 401(k) assets move in 2022? ▼
Your Montessori 401(k) edged down modestly - down 3.4% during 2022, from $560K to $540K. Reported net income was -$19K.
How have Your Montessori School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Your Montessori School, Inc.'s sponsor-wide assets declined 48.1%, from $540K to $281K.
Where does Your Montessori 401(k) rank by assets among Form 5500 filers? ▼
Your Montessori 401(k) ranks in the 19th 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 Your Montessori 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Simply Grow, Inc. 401(k) Profit Sharing Plan in NJ ($541K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Your Montessori 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 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 820754875.

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.