Other · DOL Form 5500 · 2023
Kingsley Montessori School Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $78,488
- Avg per participant Below avg balance/head
Official DOL plan name: Kingsley Montessori School Defined Contribution Retirement Plan · Sponsored by Kingsley Montessori School · Massachusetts · Educational Services
$7M in assets, 95 participants
Kingsley Montessori School's Kingsley Montessori School Defined Contribution Retirement Plan reported $7M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #1,347 in Educational Services (3,735 peers)
Kingsley Montessori School multi-year trail
Kingsley Montessori School's plans moved +41.7% in assets from 2022 to 2024; this filing shows Kingsley Montessori School Defined Contribution Retirement Plan at $7M / 95 participants.
- #1,347
- in Educational Services (3,735 peers)
- +23.0%
- assets growth YoY
Kingsley Montessori School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers
Kingsley Montessori School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,456,386 Top 48% higher than 52% 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
Kingsley Montessori School Defined Contribution Retirement 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. Kingsley Montessori School Defined Contribution Retirement Plan is a small filing (95 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kingsley Montessori School Defined Contribution Retirement Plan reported net income rose from -$726K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Kingsley Montessori School Defined Contribution Retirement Plan reported participants rose from 59 in the plan year 2022 filing to 95 in the plan year 2023 filing.
- Kingsley Montessori School Defined Contribution Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042104370 · Kingsley Montessori School PY 2023 · Other
Kingsley Montessori School Defined Contribution Retirement Plan · $7M · 95 · 52nd
- PCT $7M
- EIN 95
- RANK 52nd
- PHOTO Other
- IND near Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan
- EOY ind #1347
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 →
Kingsley Montessori School Defined Contribution Retirement Plan in the asset neighbourhood
Kingsley Montessori School multi-year asset trail
Sponsor-wide plan assets over time
All Kingsley Montessori School plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 41.747086462785866% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $6M |
| 2023 | 1 | 95 | $7M |
| 2024 | 1 | 64 | $9M |
Kingsley Montessori School filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 042104370 |
| Plan Effective Date | 1963-09-15 |
| 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
Kingsley Montessori School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH ($7M); by covered participants it is The Charlton School 403(b) Tax Deferred Annuity Plan in NY (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (95 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.