Other · DOL Form 5500 · 2023
Newton Montessori School Inc. Dba Wellan Montess Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 97
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $42,536
- Avg per participant Low balance/head
Official DOL plan name: Wellan Montessori School 403(b) Plan · Sponsored by Newton Montessori School Inc. Dba Wellan Montess · Massachusetts · Educational Services
$4M in assets, 97 participants
Newton Montessori School Inc. Dba Wellan Montess's Wellan Montessori School 403(b) Plan reported $4M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #1,014 in Educational Services (3,735 peers)
Newton Montessori School Inc. Dba Wellan Montess multi-year trail
Newton Montessori School Inc. Dba Wellan Montess's plans moved +32.5% in assets from 2022 to 2024; this filing shows Wellan Montessori School 403(b) Plan at $4M / 97 participants.
- #1,014
- in Educational Services (3,735 peers)
- +22.0%
- assets growth YoY
Wellan Montessori School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Wellan Montessori School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,126,036 41st percentile higher than 41% 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
Wellan Montessori School 403(b) 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. Wellan Montessori School 403(b) Plan is a small filing (97 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wellan Montessori School 403(b) Plan reported net income rose from -$235K in the plan year 2022 filing to $745K in the plan year 2023 filing.
- Wellan Montessori School 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Wellan Montessori School 403(b) Plan reported participants fell from 99 in the plan year 2022 filing to 97 in the plan year 2023 filing.
DOL schedule card
Filing strip 205197160 · Newton Montessori School Inc. Dba Wellan Montess PY 2023 · Other
Wellan Montessori School 403(b) Plan · $4M · 97 · 41st
- ASSETS $4M
- PCT 97
- EIN 41st
- RANK Other
- PHOTO near Chemed Retirement Plan
- IND ind #1014
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 →
Wellan Montessori School 403(b) Plan in the asset neighbourhood
Newton Montessori School Inc. Dba Wellan Montess multi-year asset trail
Sponsor-wide plan assets over time
All Newton Montessori School Inc. Dba Wellan Montess plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 32.49150904582764% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $3M |
| 2023 | 1 | 97 | $4M |
| 2024 | 1 | 109 | $4M |
Newton Montessori School Inc. Dba Wellan Montess filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $745K |
| Employer EIN | 205197160 |
| Plan Effective Date | 2008-05-21 |
| 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
Wellan Montessori School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Chemed Retirement Plan in NJ ($4M); by covered participants it is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (97 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Chemed Retirement Plan (NJ) $4M · 356
- Appletree Institute 403(b) Plan (DC) $4M · 152
- Legal Services of Eastern Michigan 403b Plan (MI) $4M · 36
- Science Museum Oklahoma 403(b) Plan (OK) $4M · 167
Similar participant headcount
Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.
- Tiaa-Cref Retirement Plan of Alice Lloyd College (KY) 97 · 0 off
- American Heritage Schools 403(b) Plan (UT) 97 · 0 off
- Marc Development Centers DC Retirement Plan (WI) 97 · 0 off
- Western Seminary 403(b) Plan (OR) 97 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.