Other · DOL Form 5500 · 2023
Montserrat College of Art Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 71
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $114,487
- Avg per participant Below avg balance/head
Official DOL plan name: Montserrat College of Art 403(b)DC Plan · Sponsored by Montserrat College of Art · Massachusetts · Educational Services
$8M in assets, 71 participants
Montserrat College of Art's Montserrat College of Art 403(b)DC Plan reported $8M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #1,400 in Educational Services (3,735 peers)
Montserrat College of Art multi-year trail
Montserrat College of Art's plans moved +33.3% in assets from 2022 to 2024; this filing shows Montserrat College of Art 403(b)DC Plan at $8M / 71 participants.
- #1,400
- in Educational Services (3,735 peers)
- +19.9%
- assets growth YoY
Montserrat College of Art 403(b)DC Plan's mid-pack asset rank among Educational Services and all filers
Montserrat College of Art 403(b)DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,128,552 Top 46% higher than 54% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Montserrat College of Art 403(b)DC Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montserrat College of Art 403(b)DC Plan is a small filing (71 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Montserrat College of Art 403(b)DC Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Montserrat College of Art 403(b)DC Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Montserrat College of Art 403(b)DC Plan reported participants fell from 73 in the plan year 2022 filing to 71 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 521859814 · Montserrat College of Art PY 2023 · Other
Montserrat College of Art 403(b)DC Plan · $8M · 71 · 54th
- IND $8M
- IND 71
- IND 54th
- IND Other
- IND near C.a.O. of Scioto County 403(b) Plan
- IND ind #1400
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 Massachusetts →
Montserrat College of Art 403(b)DC Plan in the asset neighbourhood
Montserrat College of Art multi-year asset trail
Sponsor-wide plan assets over time
All Montserrat College of Art plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 33.327406112527555% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 73 | $7M |
| 2023 | 1 | 71 | $8M |
| 2024 | 2 | 150 | $9M |
Montserrat College of Art filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 521859814 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Montserrat College of Art 403(b)DC Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is C.a.O. of Scioto County 403(b) Plan in OH ($8M); by covered participants it is Maine Family Planning 403(b) Plan in ME (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (71 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.