Other · DOL Form 5500 · 2023
Montgomery Bell Academy Retirement Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 162
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $258,592
- Avg per participant Above avg balance/head
Official DOL plan name: Montgomery Bell Academy 403(b) Tax Sheltered Investment Program · Sponsored by Montgomery Bell Academy · Tennessee · Educational Services
$42M in assets, 162 participants
Montgomery Bell Academy's Montgomery Bell Academy 403(b) Tax Sheltered Investment Program reported $42M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #2,633 in Educational Services (3,735 peers)
Coverage in Tennessee
Montgomery Bell Academy 403(b) Tax Sheltered Investment Program covers 162 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $42M.
- #2,633
- in Educational Services (3,735 peers)
- +11.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Montgomery Bell Academy 403(b) Tax Sheltered Investment Program's outsized position by total assets
Montgomery Bell Academy 403(b) Tax Sheltered Investment Program vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$41,891,851 Top 16% higher than 84% 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
Montgomery Bell Academy 403(b) Tax Sheltered Investment Program 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. Montgomery Bell Academy 403(b) Tax Sheltered Investment Program sits mid-pack in the medium band (162 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Montgomery Bell Academy 403(b) Tax Sheltered Investment Program reported net income fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Montgomery Bell Academy 403(b) Tax Sheltered Investment Program end-of-year assets rose from $38M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Montgomery Bell Academy 403(b) Tax Sheltered Investment Program reported participants rose from 149 in the plan year 2022 filing to 162 in the plan year 2023 filing.
DOL schedule card
Filing strip 620513741 · Montgomery Bell Academy PY 2023 · Other
Montgomery Bell Academy 403(b) Tax Sheltered Investment Program · $42M · 162 · 84th
- EBSA $42M
- PART 162
- TYPE 84th
- NET Other
- BOOK near Tatnall School 403(b) Plan
- VS-ST ind #2633
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 403(b) Tax Sheltered Investment Program in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $4M |
| Employer EIN | 620513741 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montgomery Bell Academy)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 186 | $48M |
| 2023 | 2 | 196 | $53M |
| 2024 | 2 | 196 | $58M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.1B · 30,220
- Vanderbilt University Retirement Plan $2.3B · 6,887
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
- Ballad Health 403(b) Plan $616M · 11,769
- Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882
Montgomery Bell Academy 403(b) Tax Sheltered Investment Program's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Tatnall School 403(b) Plan in DE ($42M); by covered participants it is The Stony Brook School Defined Contribution Plan in NY (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Tatnall School 403(b) Plan (DE) $42M · 129
- Whyy, Inc. Defined Contribution Retirement Plan (PA) $42M · 231
- St. Luke's Foundation, Inc. Retirement Plan (CT) $42M · 145
- Rocky Mountain Institute Tax Sheltered Annuity Plan (CO) $42M · 548
Similar participant headcount
Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.
- The Stony Brook School Defined Contribution Plan (NY) 162 · 0 off
- Avila University DC Retirement Plan (MO) 162 · 0 off
- 403(b) Thrift Plan of Girl Scouts of Greater Atlanta, Inc. (GA) 162 · 0 off
- Compass Tax Deferred Annuity Plan (MA) 162 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.