Defined Benefit (Pension) · DOL Form 5500 · 2023

Montgomery Bell Academy Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
34
Participants Small participant base
60th
Percentile by assets National rank
$319,514
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Montgomery Bell Academy Pension Plan · Sponsored by Montgomery Bell Academy · Tennessee · Educational Services

$11M in assets, 34 participants

Montgomery Bell Academy's Montgomery Bell Academy Pension Plan reported $11M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,627 in Educational Services (3,735 peers)

Montgomery Bell Academy multi-year trail

Montgomery Bell Academy's plans moved +21.9% in assets from 2022 to 2024; this filing shows Montgomery Bell Academy Pension Plan at $11M / 34 participants.

#1,627
in Educational Services (3,735 peers)
+9.4%
assets growth YoY

Montgomery Bell Academy Pension Plan's mid-pack asset rank among Educational Services and all filers

Montgomery Bell Academy Pension Plan vs every filed plan by assets

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

$10,863,459 Top 40% higher than 60% 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

Montgomery Bell Academy Pension 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. Montgomery Bell Academy Pension Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montgomery Bell Academy Pension Plan reported net income rose from -$351K in the plan year 2022 filing to $929K in the plan year 2023 filing.
  • Montgomery Bell Academy Pension Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Montgomery Bell Academy Pension Plan reported participants fell from 37 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 620513741 · Montgomery Bell Academy PY 2023 · Defined Benefit (Pension)

Montgomery Bell Academy Pension Plan · $11M · 34 · 60th

  • NET $11M
  • BOOK 34
  • VS-ST 60th
  • BOY Defined Benefit (Pension)
  • SCH near Scripps Pension Plan (Journal Publishing Company)
  • EBSA ind #1627

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 Tennessee →

Montgomery Bell Academy Pension Plan in the asset neighbourhood

Retirement Plan for Bargaining-Unit Employees of Elementis Pigments Inc.Retirement Plan for Bargaini…$11MScripps Pension Plan (Journal Publishing Company)Scripps Pension Plan (Journa…$11MAndex Industries Inc & Anthony & Co. Retirement PlanAndex Industries Inc & Antho…$11MMontgomery Bell Academy Pension PlanMontgomery Bell Academy Pens…$11MF. Eugene Dixon, Jr. Pension PlanF. Eugene Dixon, Jr. Pension…$11M
End-of-year total assets ($M) among Montgomery Bell Academy Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Montgomery Bell Academy multi-year asset trail

Sponsor-wide plan assets over time

All Montgomery Bell Academy plans reported in each filing year

Latest sponsor-wide plan assets
$58M 21.906427014303848% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47.5M $57.9M ▲ +21.9%
Year Plans Participants Total Assets
2022 2 186 $48M
2023 2 196 $53M
2024 2 196 $58M

Montgomery Bell Academy filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$929K
Employer EIN620513741
Plan Effective Date1966-06-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Montgomery Bell Academy Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Montgomery Bell Academy Pension Plan, Total assets ($B): 0.010863459 · Participants: 34Montgomery Bell Academy Pension PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Montgomery Bell Academy Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Montgomery Bell Academy Pension Plan side-by-side with 3 peers →

Montgomery Bell Academy Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Scripps Pension Plan (Journal Publishing Company) in OH ($11M); by covered participants it is H&n Group, Inc. Defined Benefit Pension Plan in CA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Montgomery Bell Academy Pension Plan assets move in 2023? ▼
Montgomery Bell Academy Pension Plan grew at a solid clip - up 9.4% during 2023, from $10M to $11M. Reported net income was $929K.
How have Montgomery Bell Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomery Bell Academy's sponsor-wide assets grew 21.9%, from $48M to $58M.
Which Defined Benefit (Pension) plans are similar in size to Montgomery Bell Academy Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Scripps Pension Plan (Journal Publishing Company) in OH ($11M, 26 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Montgomery Bell Academy Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is H&n Group, Inc. Defined Benefit Pension Plan in CA (34 participants, $7M 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 620513741.

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.