Other · DOL Form 5500 · 2023
Montgomery Baptist Outreach Services Corporation Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 395
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $54,733
- Avg per participant Low balance/head
Official DOL plan name: Montgomery Baptist Outreach Services Corporation 403b Plan · Sponsored by Montgomery Baptist Outreach Services Corporation · Alabama · Healthcare & Social Assistance
$22M in assets, 395 participants
Montgomery Baptist Outreach Services Corporation's Montgomery Baptist Outreach Services Corporation 403b Plan reported $22M in total assets and 395 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #13,838 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Montgomery Baptist Outreach Services Corporation 403b Plan holds $22M for 395 participants - about $54,733 per participant, above the median plan by assets.
- #13,838
- in Healthcare & Social Assistance (17,684 peers)
- +7.0%
- assets growth YoY
Montgomery Baptist Outreach Services Corporation 403b Plan's outsized position by total assets
Montgomery Baptist Outreach Services Corporation 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,619,566 Top 26% higher than 74% 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
Montgomery Baptist Outreach Services Corporation 403b 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. Montgomery Baptist Outreach Services Corporation 403b Plan sits mid-pack in the medium band (395 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Montgomery Baptist Outreach Services Corporation 403b Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Montgomery Baptist Outreach Services Corporation 403b Plan reported participants fell from 689 in the plan year 2022 filing to 395 in the plan year 2023 filing.
- Montgomery Baptist Outreach Services Corporation 403b Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
DOL schedule card
Filing strip 630813275 · Montgomery Baptist Outreach Services Corporation PY 2023 · Other
Montgomery Baptist Outreach Services Corporation 403b Plan · $22M · 395 · 74th
- VS-ST $22M
- VS-ST 395
- VS-ST 74th
- VS-ST Other
- VS-ST near Renaissance Behavioral Health System, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan
- VS-ST ind #13838
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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →
Montgomery Baptist Outreach Services Corporation 403b Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $1M |
| Employer EIN | 630813275 |
| Plan Effective Date | 1997-06-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montgomery Baptist Outreach Services Corporation)
Sponsor-wide plan assets over time
All Montgomery Baptist Outreach Services Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 0.4545027392641821% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 689 | $20M |
| 2023 | 1 | 395 | $22M |
| 2024 | 1 | 370 | $20M |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.4B · 4,563
- Drummond Company, Inc. Savings Plan for Salaried Employees $119M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $108M · 1,619
- Uab Medicine Enterprise 403(b) Retirement Plan $87M · 543
- Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan $85M · 464
Montgomery Baptist Outreach Services Corporation 403b Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Renaissance Behavioral Health System, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan in FL ($22M); by covered participants it is University Clinical, Education and Research Associates Defined Contribution Retirement Plan in HI (395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Renaissance Behavioral Health System, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan (FL) $22M · 448
- Rocketship Education Retirement Savings Plan (CA) $22M · 1,320
- The Bronx Defenders 403(b) Plan (NY) $22M · 395
- Bay Ridge Preparatory School Retirement Plan (NY) $22M · 91
Similar participant headcount
Nearest other-state filings by covered participants (395 participants); asset peers above are excluded.
- University Clinical, Education and Research Associates Defined Contribution Retirement Plan (HI) 395 · 0 off
- Shipley School Defined Contribution Retirement Plan (PA) 394 · 1 off
- Great Plains Regional Medical Center Retirement Savings Plan (OK) 396 · 1 off
- Horace Mann School Retirement and Savings Plan (NY) 397 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.