Other · DOL Form 5500 · 2023

Bronxville Montessori School Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
28
Participants Small participant base
24th
Percentile by assets National rank
$39,040
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bronxville Montessori School · Sponsored by Bronxville Montessori School · New York · Educational Services

$1M in assets, 28 participants

Bronxville Montessori School's Bronxville Montessori School reported $1M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #599 in Educational Services (3,735 peers)

2023 asset change

Bronxville Montessori School pulled back noticeably 8.3% in 2023 ($1M → $1M) for 28 participants.

#599
in Educational Services (3,735 peers)
-8.3%
assets change YoY

The plan reported a net loss of $99K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bronxville Montessori School among the smaller filed plans by assets

Bronxville Montessori School vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,093,129 24th percentile higher than 24% of 127,068 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 2023

Bronxville Montessori School among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bronxville Montessori School is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bronxville Montessori School reported net income fell from $21K in the plan year 2022 filing to -$99K in the plan year 2023 filing.
  • Bronxville Montessori School end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bronxville Montessori School reported participants rose from 27 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132909897 · Bronxville Montessori School PY 2023 · Other

Bronxville Montessori School · $1M · 28 · 24th

  • EOY $1M
  • EOY 28
  • EOY 24th
  • EOY Other
  • EOY near Catholic Charities of the Diocese of Pittsburgh 403(b) Retirement Plan
  • EOY ind #599

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 →

Bronxville Montessori School in the asset neighbourhood

Catholic Charities of the Diocese of Pittsburgh 403(b) Retirement PlanCatholic Charities of the Di…$1MDeutschmann Partners LLC 401(k) PlanDeutschmann Partners LLC 401…$1MLeak, Douglas & Morano 401(k) Profit Sharing PlanLeak, Douglas & Morano 401(k…$1MBronxville Montessori School$1MCommunities in Schools of Jacksonville, Inc. Tax Deferred Annuity PlanCommunities in Schools of Ja…$1M
End-of-year total assets ($M) among Bronxville Montessori School and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Bronxville Montessori School years around the 2023 move

Sponsor-wide plan assets over time

All Bronxville Montessori School plans reported in each filing year

Latest sponsor-wide plan assets
$1M 4.764885337342807% vs 2022
2024 filing year
$1.05M$1.1M$1.15M$1.2M$1.25M$1.3M 202220232024 $1.19M $1.25M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 27 $1M
2023 1 28 $1M
2024 1 27 $1M

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$99K
Employer EIN132909897
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Bronxville Montessori School vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Bronxville Montessori School, Total assets ($B): 0.001093129 · Participants: 28Bronxville Montessori SchoolNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Bronxville Montessori School vs. nearby Other plans in New York, assets vs. participants
Compare Bronxville Montessori School side-by-side with 3 peers →

Bronxville Montessori School's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Catholic Charities of the Diocese of Pittsburgh 403(b) Retirement Plan in PA ($1M); by covered participants it is One Degree 403(b) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bronxville Montessori School assets move in 2023? ▼
Bronxville Montessori School pulled back noticeably - down 8.3% during 2023, from $1M to $1M. Reported net income was -$99K.
How have Bronxville Montessori School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bronxville Montessori School's sponsor-wide assets grew 4.8%, from $1M to $1M.
Where does Bronxville Montessori School rank by assets among Form 5500 filers? ▼
Bronxville Montessori School ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Bronxville Montessori School? ▼
Among Other plans in other states, the closest by assets is Catholic Charities of the Diocese of Pittsburgh 403(b) Retirement Plan in PA ($1M, 86 participants).
Which Other plans cover a similar participant headcount to Bronxville Montessori School? ▼
Among Other plans in other states, the closest by covered participants is One Degree 403(b) Plan in CA (28 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132909897.

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.