Other · DOL Form 5500 · 2023

Montverde Academy Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
230
Participants Below avg headcount
64th
Percentile by assets National rank
$56,017
Avg per participant Low balance/head
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Official DOL plan name: Montverde Academy Retirement Plan · Sponsored by Montverde Academy · Florida · Educational Services

$13M in assets, 230 participants

Montverde Academy's Montverde Academy Retirement Plan reported $13M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #1,740 in Educational Services (3,735 peers)

Coverage in Florida

Montverde Academy Retirement Plan covers 230 participants in Florida, about 37% of the average Florida filer (state average ~628 per filing). Assets: $13M.

#1,740
in Educational Services (3,735 peers)
+20.6%
assets growth YoY

Montverde Academy Retirement Plan's mid-pack asset rank among Educational Services and all filers

Montverde Academy Retirement Plan vs every filed plan by assets

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

$12,883,995 Top 36% higher than 64% 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

Montverde 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. Montverde Academy Retirement Plan sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montverde Academy Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Montverde Academy Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Montverde Academy Retirement Plan reported participants rose from 223 in the plan year 2022 filing to 230 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 590657329 · Montverde Academy PY 2023 · Other

Montverde Academy Retirement Plan · $13M · 230 · 64th

  • EOY $13M
  • 5500 230
  • ASSETS 64th
  • PCT Other
  • EIN near Mainstream Living, Inc. 403(b) Plan
  • RANK ind #1740

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 Florida →

Montverde Academy Retirement Plan in the asset neighbourhood

Woodlynde School Retirement PlanWoodlynde School Retirement …$13MCallen-Lorde Community Health Center 403(b) PlanCallen-Lorde Community Healt…$13MMontverde Academy Retirement PlanMontverde Academy Retirement…$13MMainstream Living, Inc. 403(b) PlanMainstream Living, Inc. 403(…$13MSouth Kent School Retirement PlanSouth Kent School Retirement…$13M
End-of-year total assets ($M) among Montverde Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN590657329
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montverde Academy)

Sponsor-wide plan assets over time

All Montverde Academy plans reported in each filing year

Latest sponsor-wide plan assets
$20M 43.62332048757954% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14M $20.1M ▲ +43.6%
Year Plans Participants Total Assets
2022 2 340 $14M
2023 2 354 $17M
2024 2 370 $20M

Nearby Other Plans in Florida

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

Montverde Academy Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Montverde Academy Retirement Plan, Total assets ($B): 0.012883995 · Participants: 230Montverde Academy Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Montverde Academy Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Montverde Academy Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest Other by assets is Mainstream Living, Inc. 403(b) Plan in IA ($13M); by covered participants it is Rescue Mission Alliance 403(b) Retirement Plan in CA (230 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Montverde Academy Retirement Plan assets move in 2023? ▼
Montverde Academy Retirement Plan grew sharply - up 20.6% during 2023, from $11M to $13M. Reported net income was $2M.
How have Montverde Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montverde Academy's sponsor-wide assets grew 43.6%, from $14M to $20M.
Which Other plans are similar in size to Montverde Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Mainstream Living, Inc. 403(b) Plan in IA ($13M, 411 participants).
Which Other plans cover a similar participant headcount to Montverde Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Rescue Mission Alliance 403(b) Retirement Plan in CA (230 participants, $4M 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 590657329.

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.