Other · DOL Form 5500 · 2022
Near North Montessori School Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 127
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $95,245
- Avg per participant Below avg balance/head
Official DOL plan name: Near North Montessori School Tsa · Sponsored by Near North Montessori School · Illinois · Educational Services
$12M in assets, 127 participants
Near North Montessori School's Near North Montessori School Tsa reported $12M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #2,049 in Educational Services (4,024 peers)
Coverage in Illinois
Near North Montessori School Tsa covers 127 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $12M.
- #2,049
- in Educational Services (4,024 peers)
- +7.2%
- assets growth YoY
Near North Montessori School Tsa's outsized position by total assets
Near North Montessori School Tsa vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,096,129 Top 31% higher than 69% 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
Near North Montessori School Tsa 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. Near North Montessori School Tsa sits mid-pack in the medium band (127 participants).
Plan-year Form 5500 strip
Filing strip 362535895 · Near North Montessori School PY 2022 · Other
Near North Montessori School Tsa · $12M · 127 · 69th
- RANK $12M
- PHOTO 127
- IND 69th
- EOY Other
- 5500 near 403(b) Thrift Plan of Goodwill of Central and Coastal Virginia, Inc.
- ASSETS ind #2049
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 Illinois →
Near North Montessori School Tsa in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $809K |
| Employer EIN | 362535895 |
| Plan Effective Date | 1984-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Near North Montessori School)
Sponsor-wide plan assets over time
All Near North Montessori School plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 11.711796393705788% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 127 | $12M |
| 2023 | 1 | 119 | $13M |
| 2024 | 1 | 132 | $14M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Near North Montessori School Tsa's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is 403(b) Thrift Plan of Goodwill of Central and Coastal Virginia, Inc. in VA ($12M); by covered participants it is Oakridge School 403(b) Tda Plan in TX (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- Oakridge School 403(b) Tda Plan (TX) 127 · 0 off
- Community Action, Inc. Tax Sheltered Annuity Plan (MA) 127 · 0 off
- Nurtury, Inc. 403(b) Plan (MA) 127 · 0 off
- Brookhaven at Lexington 403(b) Plan (MA) 127 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.