Other · DOL Form 5500 · 2023

Near North Montessori School Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
119
Participants Small participant base
64th
Percentile by assets National rank
$107,720
Avg per participant Below avg balance/head
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Official DOL plan name: Near North Montessori School Tsa · Sponsored by Near North Montessori School · Illinois · Educational Services

$13M in assets, 119 participants

Near North Montessori School's Near North Montessori School Tsa reported $13M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #1,736 in Educational Services (3,735 peers)

Coverage in Illinois

Near North Montessori School Tsa covers 119 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $13M.

#1,736
in Educational Services (3,735 peers)
+6.0%
assets growth YoY

Near North Montessori School Tsa's mid-pack asset rank among Educational Services and all filers

Near North Montessori School Tsa vs every filed plan by assets

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

$12,818,680 Top 36% higher than 64% 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

Near North Montessori School Tsa 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. Near North Montessori School Tsa sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Near North Montessori School Tsa reported net income fell from $809K in the plan year 2022 filing to $723K in the plan year 2023 filing.
  • Near North Montessori School Tsa reported participants fell from 127 in the plan year 2022 filing to 119 in the plan year 2023 filing.
  • Near North Montessori School Tsa end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362535895 · Near North Montessori School PY 2023 · Other

Near North Montessori School Tsa · $13M · 119 · 64th

  • VS-ST $13M
  • VS-ST 119
  • VS-ST 64th
  • VS-ST Other
  • VS-ST near Seattle Aquarium Society 403(b) Plan
  • VS-ST ind #1736

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 Illinois →

Near North Montessori School Tsa in the asset neighbourhood

Near North Montessori School TsaNear North Montessori School…$13MSeattle Aquarium Society 403(b) PlanSeattle Aquarium Society 403…$13MRural Health Group, Inc. Tax Deferred Annuity PlanRural Health Group, Inc. Tax…$13MCordillera and Affiliated Companies 401(k) Deferred Compensation PlanCordillera and Affiliated Co…$13MCovenant Care Retirement Savings PlanCovenant Care Retirement Sav…$13M
End-of-year total assets ($M) among Near North Montessori School Tsa and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$723K
Employer EIN362535895
Plan Effective Date1984-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Near North Montessori School)

Sponsor-wide plan assets over time

All Near North Montessori School plans reported in each filing year

Latest sponsor-wide plan assets
$14M 11.711796393705788% vs 2022
2024 filing year
$11.5M$12M$12.5M$13M$13.5M$14M 202220232024 $12.1M $13.5M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 127 $12M
2023 1 119 $13M
2024 1 132 $14M

Nearby Other Plans in Illinois

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

Near North Montessori School Tsa vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Near North Montessori School Tsa, Total assets ($B): 0.01281868 · Participants: 119Near North Montessori School TsaNorthwestern University Retirement Plan, Total assets ($B): 4.022176874 · Participants: 9440Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.494522229 · Participants: 4796The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.734364044 · Participants: 8254The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Laboratory 403(b) Employee Retirement Plan
Near North Montessori School Tsa vs. nearby Other plans in Illinois, assets vs. participants
Compare Near North Montessori School Tsa side-by-side with 3 peers →

Near North Montessori School Tsa's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Seattle Aquarium Society 403(b) Plan in WA ($13M); by covered participants it is Cathedral Home for Children Retirement Plan in WY (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Near North Montessori School Tsa assets move in 2023? ▼
Near North Montessori School Tsa grew at a solid clip - up 6.0% during 2023, from $12M to $13M. Reported net income was $723K.
How have Near North Montessori School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Near North Montessori School's sponsor-wide assets grew 11.7%, from $12M to $14M.
Which Other plans are similar in size to Near North Montessori School Tsa? ▼
Among Other plans in other states, the closest by assets is Seattle Aquarium Society 403(b) Plan in WA ($13M, 219 participants).
Which Other plans cover a similar participant headcount to Near North Montessori School Tsa? ▼
Among Other plans in other states, the closest by covered participants is Cathedral Home for Children Retirement Plan in WY (119 participants, $4M 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 362535895.

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.