Other · DOL Form 5500 · 2023

The Montpelier Foundation Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
83
Participants Small participant base
47th
Percentile by assets National rank
$70,347
Avg per participant Below avg balance/head
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Official DOL plan name: The Montpelier Foundation Tda Plan · Sponsored by The Montpelier Foundation · Virginia · Arts, Entertainment & Recreation

$6M in assets, 83 participants

The Montpelier Foundation's The Montpelier Foundation Tda Plan reported $6M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,966 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, The Montpelier Foundation Tda Plan ranks #1,966 of 2,945 2023 filers by assets (476% of the sector average)-$6M for 83 participants.

#1,966
in Arts, Entertainment & Recreation (2,945 peers)
+7.4%
assets growth YoY

The Montpelier Foundation Tda Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Montpelier Foundation Tda Plan vs every filed plan by assets

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

$5,838,763 47th percentile higher than 47% 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

The Montpelier Foundation Tda 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. The Montpelier Foundation Tda Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Montpelier Foundation Tda Plan reported net income rose from -$1M in the plan year 2022 filing to $402K in the plan year 2023 filing.
  • The Montpelier Foundation Tda Plan reported participants fell from 91 in the plan year 2022 filing to 83 in the plan year 2023 filing.
  • The Montpelier Foundation Tda Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311620682 · The Montpelier Foundation PY 2023 · Other

The Montpelier Foundation Tda Plan · $6M · 83 · 47th

  • NET $6M
  • NET 83
  • NET 47th
  • NET Other
  • NET near The Heritage Community of Kalamazoo 403 (B) Plan
  • NET ind #1966

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 Arts, Entertainment & Recreation retirement plans → · Plans in Virginia →

The Montpelier Foundation Tda Plan in the asset neighbourhood

The Montpelier Foundation Tda PlanThe Montpelier Foundation Td…$6MThe Heritage Community of Kalamazoo 403 (B) PlanThe Heritage Community of Ka…$6M403(b) Thrift Plan for Family & Community Services, Inc.403(b) Thrift Plan for Famil…$6MGreenwich House 403(b) Plan$6M403(b) Thrift Plan for Hospice of Washington County, Inc.403(b) Thrift Plan for Hospi…$6M
End-of-year total assets ($M) among The Montpelier Foundation Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$402K
Employer EIN311620682
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Montpelier Foundation)

Sponsor-wide plan assets over time

All The Montpelier Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 7.426136015636797% vs 2022
2024 filing year
$5.4M$5.6M$5.8M$6M 202220232024 $5.44M $5.84M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 91 $5M
2023 1 83 $6M
2024 1 93 $6M

Nearby Other Plans in Virginia

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

The Montpelier Foundation Tda Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants The Montpelier Foundation Tda Plan, Total assets ($B): 0.005838763 · Participants: 83The Montpelier Foundation Tda PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
The Montpelier Foundation Tda Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare The Montpelier Foundation Tda Plan side-by-side with 3 peers →

The Montpelier Foundation Tda Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is The Heritage Community of Kalamazoo 403 (B) Plan in MI ($6M); by covered participants it is United Way of Greater Cincinnati 403(b) Plan in OH (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 The Montpelier Foundation Tda Plan assets move in 2023? ▼
The Montpelier Foundation Tda Plan grew at a solid clip - up 7.4% during 2023, from $5M to $6M. Reported net income was $402K.
How have The Montpelier Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Montpelier Foundation's sponsor-wide assets grew 7.4%, from $5M to $6M.
Which Other plans are similar in size to The Montpelier Foundation Tda Plan? ▼
Among Other plans in other states, the closest by assets is The Heritage Community of Kalamazoo 403 (B) Plan in MI ($6M, 317 participants).
Which Other plans cover a similar participant headcount to The Montpelier Foundation Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is United Way of Greater Cincinnati 403(b) Plan in OH (83 participants, $9M 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 311620682.

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.