Defined Benefit (Pension) · DOL Form 5500 · 2022

Montgomery Bell Academy Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
37
Participants Small participant base
65th
Percentile by assets National rank
$268,489
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Montgomery Bell Academy Pension Plan · Sponsored by Montgomery Bell Academy · Tennessee · Educational Services

$10M in assets, 37 participants

Montgomery Bell Academy's Montgomery Bell Academy Pension Plan reported $10M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #1,915 in Educational Services (4,024 peers)

Montgomery Bell Academy multi-year trail

Montgomery Bell Academy's plans moved +21.9% in assets from 2022 to 2024; this filing shows Montgomery Bell Academy Pension Plan at $10M / 37 participants.

#1,915
in Educational Services (4,024 peers)
-3.4%
assets change YoY

The plan reported a net loss of $351K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montgomery Bell Academy Pension Plan's mid-pack asset rank among Educational Services and all filers

Montgomery Bell Academy Pension Plan vs every filed plan by assets

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

$9,934,109 Top 35% higher than 65% 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

Montgomery Bell Academy Pension 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. Montgomery Bell Academy Pension Plan is a small filing (37 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 620513741 · Montgomery Bell Academy PY 2022 · Defined Benefit (Pension)

Montgomery Bell Academy Pension Plan · $10M · 37 · 65th

  • 5500 $10M
  • 5500 37
  • 5500 65th
  • 5500 Defined Benefit (Pension)
  • 5500 near Veritiv Hourly Pension Plan
  • 5500 ind #1915

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 Tennessee →

Montgomery Bell Academy Pension Plan in the asset neighbourhood

Jersey Shore Hospital Retirement Income PlanJersey Shore Hospital Retire…$10MDefined Benefit Pension Plan of Ladacin Network, Inc.Defined Benefit Pension Plan…$10MMonier, Inc. Retirement Income PlanMonier, Inc. Retirement Inco…$10MMontgomery Bell Academy Pension PlanMontgomery Bell Academy Pens…$10MVeritiv Hourly Pension Plan$10M
End-of-year total assets ($M) among Montgomery Bell Academy Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Montgomery Bell Academy multi-year asset trail

Sponsor-wide plan assets over time

All Montgomery Bell Academy plans reported in each filing year

Latest sponsor-wide plan assets
$58M 21.906427014303848% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47.5M $57.9M ▲ +21.9%
Year Plans Participants Total Assets
2022 2 186 $48M
2023 2 196 $53M
2024 2 196 $58M

Montgomery Bell Academy filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$351K
Employer EIN620513741
Plan Effective Date1966-06-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Montgomery Bell Academy Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Montgomery Bell Academy Pension Plan, Total assets ($B): 0.009934109 · Participants: 37Montgomery Bell Academy Pension PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 25.607567505 · Participants: 119742Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.844607131 · Participants: 20914Retirement Plan of International Paper CompanyPension Plan for Employees at Ornl, Total assets ($B): 2.326549411 · Participants: 5460Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.039541449 · Participants: 2920Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeNissan Employee Retirement Plan, Total assets ($B): 1.533696203 · Participants: 4575Nissan Employee Retirement Plan
Montgomery Bell Academy Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Montgomery Bell Academy Pension Plan side-by-side with 3 peers →

Montgomery Bell Academy Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Veritiv Hourly Pension Plan in GA ($10M); by covered participants it is Retirement Plan for Employees of Richardson Aviation in TX (37 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Montgomery Bell Academy Pension Plan assets move in 2022? ▼
Montgomery Bell Academy Pension Plan edged down modestly - down 3.4% during 2022, from $10M to $10M. Reported net income was -$351K.
How have Montgomery Bell Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomery Bell Academy's sponsor-wide assets grew 21.9%, from $48M to $58M.
Which Defined Benefit (Pension) plans are similar in size to Montgomery Bell Academy Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Veritiv Hourly Pension Plan in GA ($10M, 169 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Montgomery Bell Academy Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Richardson Aviation in TX (37 participants, $20M 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 620513741.

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.