Other · DOL Form 5500 · 2023

The Montgomery Academy Retirement Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
110
Participants Small participant base
76th
Percentile by assets National rank
$227,221
Avg per participant Above avg balance/head
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Official DOL plan name: The Montgomery Academy Retirement Plan · Sponsored by The Montgomery Academy · Alabama · Educational Services

$25M in assets, 110 participants

The Montgomery Academy's The Montgomery Academy Retirement Plan reported $25M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,266 in Educational Services (3,735 peers)

Coverage in Alabama

The Montgomery Academy Retirement Plan covers 110 participants in Alabama, about 31% of the average Alabama filer (state average ~360 per filing). Assets: $25M.

#2,266
in Educational Services (3,735 peers)
+11.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Montgomery Academy Retirement Plan's outsized position by total assets

The Montgomery Academy Retirement Plan vs every filed plan by assets

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

$24,994,321 Top 24% higher than 76% 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

The Montgomery Academy Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Montgomery Academy Retirement Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Montgomery Academy Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Montgomery Academy Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • The Montgomery Academy Retirement Plan reported participants rose from 105 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 630401358 · The Montgomery Academy PY 2023 · Other

The Montgomery Academy Retirement Plan · $25M · 110 · 76th

  • PHOTO $25M
  • PHOTO 110
  • PHOTO 76th
  • PHOTO Other
  • PHOTO near American Nuclear Society 403(b) Retirement Plan
  • PHOTO ind #2266

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 Alabama →

The Montgomery Academy Retirement Plan in the asset neighbourhood

Francis W. Parker School Tax Deferred Annuity PlanFrancis W. Parker School Tax…$25MAmerican Nuclear Society 403(b) Retirement PlanAmerican Nuclear Society 403…$25MWayside Youth & Family Support Network, Inc. 403(b) PlanWayside Youth & Family Suppo…$25MThe Montgomery Academy Retirement PlanThe Montgomery Academy Retir…$25MWashington County Mental Health Services, Inc. 403b PlanWashington County Mental Hea…$25M
End-of-year total assets ($M) among The Montgomery Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN630401358
Plan Effective Date1960-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Montgomery Academy)

Sponsor-wide plan assets over time

All The Montgomery Academy plans reported in each filing year

Latest sponsor-wide plan assets
$27M 21.84116931839609% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22.5M $27.4M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 105 $22M
2023 1 110 $25M
2024 1 170 $27M

Nearby Other Plans in Alabama

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

The Montgomery Academy Retirement Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants The Montgomery Academy Retirement Plan, Total assets ($B): 0.024994321 · Participants: 110The Montgomery Academy Retirement PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.369303126 · Participants: 4563University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.119179693 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.108027518 · Participants: 1619Samford University 403(b) Salary Deferral and Defined Contribution PlanUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.08743911 · Participants: 543Uab Medicine Enterprise 403(b) Retirement PlanBirmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.084866155 · Participants: 464Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan
The Montgomery Academy Retirement Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare The Montgomery Academy Retirement Plan side-by-side with 3 peers →

The Montgomery Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is American Nuclear Society 403(b) Retirement Plan in IL ($25M); by covered participants it is Sreb Retirement Plan in GA (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 The Montgomery Academy Retirement Plan assets move in 2023? ▼
The Montgomery Academy Retirement Plan grew at a solid clip - up 11.3% during 2023, from $22M to $25M. Reported net income was $3M.
How have The Montgomery Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Montgomery Academy's sponsor-wide assets grew 21.8%, from $22M to $27M.
Where does The Montgomery Academy Retirement Plan rank by assets among Form 5500 filers? ▼
The Montgomery Academy Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Montgomery Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is American Nuclear Society 403(b) Retirement Plan in IL ($25M, 34 participants).
Which Other plans cover a similar participant headcount to The Montgomery Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Sreb Retirement Plan in GA (110 participants, $49M 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 630401358.

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.