Other · DOL Form 5500 · 2023
The Montessori School Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 26
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $68,541
- Avg per participant Below avg balance/head
Official DOL plan name: The Montessori School · Sponsored by The Montessori School · Pennsylvania · Educational Services
$2M in assets, 26 participants
The Montessori School's The Montessori School reported $2M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #699 in Educational Services (3,735 peers)
2023 asset change
The Montessori School grew sharply 18.3% in 2023 ($2M → $2M) for 26 participants.
- #699
- in Educational Services (3,735 peers)
- +18.3%
- assets growth YoY
The Montessori School among the smaller filed plans by assets
The Montessori School vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,782,077 29th percentile higher than 29% 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
The Montessori School 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 Montessori School is a small filing (26 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 231726671 · The Montessori School PY 2023 · Other
The Montessori School · $2M · 26 · 29th
- BOY $2M
- SCH 26
- EBSA 29th
- PART Other
- TYPE near Reach for Resources, Inc.
- NET ind #699
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 Pennsylvania →
The Montessori School in the asset neighbourhood
The Montessori School years around the 2023 move
Sponsor-wide plan assets over time
All The Montessori School plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 5.465869319900318% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 26 | $2M |
| 2024 | 1 | 28 | $2M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $276K |
| Employer EIN | 231726671 |
| Plan Effective Date | 1970-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
The Montessori School's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Reach for Resources, Inc. in MN ($2M); by covered participants it is Hidden Villa 403(b) Retirement Plan in CA (26 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Reach for Resources, Inc. (MN) $2M · 20
- St. Mark Village, Inc. Retirement Plan (FL) $2M · 305
- Bay Human Services 403(b) Plan (MI) $2M · 539
- Mossberg Corporation Stock Bonus Plan (CT) $2M · 107
Similar participant headcount
Nearest other-state filings by covered participants (26 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.