Other · DOL Form 5500 · 2023
The Montessori School Retirement Plan
Data updated 2026-08-11
- $2M
- Total assets
- 26
- Participants
- 29th
- Percentile by assets
- $68,541
- Avg per participant
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.
- 29th percentile by assets (of 127,072 plans)
- #699 in Educational Services (3,735 peers)
2023 asset change
The Montessori School grew sharply 18.3% in 2023 ($2M → $2M) for 26 participants.
- $2M
- total plan assets (2023 EOY)
- 26
- covered participants
- 29th
- percentile by assets (of 127,072 plans)
- $68,541
- avg assets per participant
Where The Montessori School sits by total 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
2023 asset move for The Montessori School
Year over year, total assets grew sharply from $2M at the start of 2023 to $2M at year-end (up 18.3%). Net assets closed at $2M; reported net income $276K.
The Montessori School years around the 2023 move
| 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Montessori School by total assets, not by location.
- 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
Frequently Asked Questions
How did The Montessori School assets move in 2023? ▼
How have The Montessori School plan assets changed over time? ▼
Which Other plans are similar in size to The Montessori School? ▼
Next read for The Montessori School
2023 change
Ways to act on The Montessori School's numbers.
- By total assets, The Montessori School ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- The Montessori School's sponsor-wide assets have grown 5.5% since 2023 across 2 plan years on file. More Educational Services plans