Other · DOL Form 5500 · 2022

Montgomery Bell Academy Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
149
Participants Small participant base
85th
Percentile by assets National rank
$252,268
Avg per participant Above avg balance/head
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Official DOL plan name: Montgomery Bell Academy 403(b) Tax Sheltered Investment Program · Sponsored by Montgomery Bell Academy · Tennessee · Educational Services

$38M in assets, 149 participants

Montgomery Bell Academy's Montgomery Bell Academy 403(b) Tax Sheltered Investment Program reported $38M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,936 in Educational Services (4,024 peers)

Coverage in Tennessee

Montgomery Bell Academy 403(b) Tax Sheltered Investment Program covers 149 participants in Tennessee, about 13% of the average Tennessee filer (state average ~1,126 per filing). Assets: $38M.

#2,936
in Educational Services (4,024 peers)
+17.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Montgomery Bell Academy 403(b) Tax Sheltered Investment Program's outsized position by total assets

Montgomery Bell Academy 403(b) Tax Sheltered Investment Program vs every filed plan by assets

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

$37,588,004 Top 15% higher than 85% 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 403(b) Tax Sheltered Investment Program 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 Bell Academy 403(b) Tax Sheltered Investment Program sits mid-pack in the medium band (149 participants).

Published 5500 schedule card

Filing strip 620513741 · Montgomery Bell Academy PY 2022 · Other

Montgomery Bell Academy 403(b) Tax Sheltered Investment Program · $38M · 149 · 85th

  • BOOK $38M
  • VS-ST 149
  • BOY 85th
  • SCH Other
  • EBSA near Gill St. Bernard's DC Retirement Plan
  • PART ind #2936

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 403(b) Tax Sheltered Investment Program in the asset neighbourhood

Russell Sage Foundation DC Retirement PlanRussell Sage Foundation DC R…$38MPomfret School 403(b) Retirement PlanPomfret School 403(b) Retire…$38MMontgomery Bell Academy 403(b) Tax Sheltered Investment ProgramMontgomery Bell Academy 403(…$38MGill St. Bernard's DC Retirement PlanGill St. Bernard's DC Retire…$38MThe Baldwin School Defined Contribution PlanThe Baldwin School Defined C…$38M
End-of-year total assets ($M) among Montgomery Bell Academy 403(b) Tax Sheltered Investment Program and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$38M
Net Income$5M
Employer EIN620513741
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montgomery Bell Academy)

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

Nearby Other Plans in Tennessee

Peer Other plans, same state, same plan type, ranked by total assets.

Montgomery Bell Academy 403(b) Tax Sheltered Investment Program vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Montgomery Bell Academy 403(b) Tax Sheltered Investment Program, Total assets ($B): 0.037588004 · Participants: 149Montgomery Bell Academy 403(b) Tax Sheltered Investment ProgramVanderbilt University Medical Center Retirement Plan, Total assets ($B): 3.400218103 · Participants: 28507Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.06995117 · Participants: 6874Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 0.918824939 · Participants: 4892St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.517250441 · Participants: 11477Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.467821735 · Participants: 9451Southeastern Carpenters and Millwrights Pension Plan
Montgomery Bell Academy 403(b) Tax Sheltered Investment Program vs. nearby Other plans in Tennessee, assets vs. participants
Compare Montgomery Bell Academy 403(b) Tax Sheltered Investment Program side-by-side with 3 peers →

Montgomery Bell Academy 403(b) Tax Sheltered Investment Program's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Gill St. Bernard's DC Retirement Plan in NJ ($38M); by covered participants it is Alta Bates Summit 403(b) Tda Retirement Plan in CA (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 403(b) Tax Sheltered Investment Program assets move in 2022? ▼
Montgomery Bell Academy 403(b) Tax Sheltered Investment Program grew sharply - up 17.0% during 2022, from $32M to $38M. Reported net income was $5M.
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.
Where does Montgomery Bell Academy 403(b) Tax Sheltered Investment Program rank by assets among Form 5500 filers? ▼
Montgomery Bell Academy 403(b) Tax Sheltered Investment Program ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Montgomery Bell Academy 403(b) Tax Sheltered Investment Program? ▼
Among Other plans in other states, the closest by assets is Gill St. Bernard's DC Retirement Plan in NJ ($38M, 191 participants).
Which Other plans cover a similar participant headcount to Montgomery Bell Academy 403(b) Tax Sheltered Investment Program? ▼
Among Other plans in other states, the closest by covered participants is Alta Bates Summit 403(b) Tda Retirement Plan in CA (149 participants, $17M 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.