Other · DOL Form 5500 · 2023

Montverde Academy Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
124
Participants Small participant base
41st
Percentile by assets National rank
$33,826
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Montverde Academy Tda Plan · Sponsored by Montverde Academy · Florida · Educational Services

$4M in assets, 124 participants

Montverde Academy's Montverde Academy Tda Plan reported $4M in total assets and 124 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.

  • #1,018 in Educational Services (3,735 peers)

Coverage in Florida

Montverde Academy Tda Plan covers 124 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#1,018
in Educational Services (3,735 peers)
+26.9%
assets growth YoY

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

Montverde Academy Tda Plan vs every filed plan by assets

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

$4,194,367 41st percentile higher than 41% 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 Tda 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 Tda Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montverde Academy Tda Plan reported net income rose from -$147K in the plan year 2022 filing to $888K in the plan year 2023 filing.
  • Montverde Academy Tda Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Montverde Academy Tda Plan reported participants rose from 117 in the plan year 2022 filing to 124 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 Tda Plan · $4M · 124 · 41st

  • VS-ST $4M
  • VS-ST 124
  • VS-ST 41st
  • VS-ST Other
  • VS-ST near The Bower Foundation, Inc. Retirement Plan
  • VS-ST ind #1018

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 Tda Plan in the asset neighbourhood

Montverde Academy Tda Plan$4MThe Bower Foundation, Inc. Retirement PlanThe Bower Foundation, Inc. R…$4MAdec Retirement Plan$4MLa Causa Inc. Retirement Savings PlanLa Causa Inc. Retirement Sav…$4MThe Oaks Academy DC Plan$4M
End-of-year total assets ($M) among Montverde Academy Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$888K
Employer EIN590657329
Plan Effective Date1987-04-01
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 Tda Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Montverde Academy Tda Plan, Total assets ($B): 0.004194367 · Participants: 124Montverde Academy Tda 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 Tda Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Montverde Academy Tda Plan side-by-side with 3 peers →

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

Outside Florida, the nearest Other by assets is The Bower Foundation, Inc. Retirement Plan in MS ($4M); by covered participants it is Marthas Table Inc. 403b Plan in DC (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Tda Plan assets move in 2023? ▼
Montverde Academy Tda Plan grew sharply - up 26.9% during 2023, from $3M to $4M. Reported net income was $888K.
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 Tda Plan? ▼
Among Other plans in other states, the closest by assets is The Bower Foundation, Inc. Retirement Plan in MS ($4M, 4 participants).
Which Other plans cover a similar participant headcount to Montverde Academy Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Marthas Table Inc. 403b Plan in DC (124 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.