Other · DOL Form 5500 · 2024
Montclair Kimberley Academy Foundation Retirement Plan
Data updated 2026-08-11
- $108M
- Total assets
- 242
- Participants
- 91st
- Percentile by assets
- $447,964
- Avg per participant
Official DOL plan name: Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan · Sponsored by Montclair Kimberley Academy Foundation · New Jersey · Educational Services
$108M in assets, 242 participants
Montclair Kimberley Academy Foundation's Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan reported $108M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 123,622 plans)
- #3,070 in Educational Services (3,638 peers)
Coverage in New Jersey
Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan covers 242 participants in New Jersey, about 29% of the average New Jersey filer (state average ~844 per filing). Assets: $108M.
- $108M
- total plan assets (2024 EOY)
- 242
- covered participants
- 91st
- percentile by assets (of 123,622 plans)
- $447,964
- avg assets per participant
Where Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan sits by total assets
Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$108,407,355 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan end-of-year assets rose from $99M in the plan year 2023 filing to $108M in the plan year 2024 filing.
- Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan reported participants rose from 234 in the plan year 2023 filing to 242 in the plan year 2024 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan reports 242 participants - about 29% of that state average ($108M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | $9M |
| Employer EIN | 237365263 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montclair Kimberley Academy Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 227 | $88M |
| 2023 | 1 | 234 | $99M |
| 2024 | 1 | 242 | $108M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan vs. nearby Other plans in New Jersey, assets vs. participants
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
Similar-Sized Other Plans Nationally
Other plans in other states closest to Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan by total assets, not by location.
- St. Mary's Healthcare System for Children, Inc. 403(b) Retirement Plan (NY) $108M · 1,159
- Illinois College of Optometry Master Retirement and Annuity Plan (IL) $108M · 224
- The South County Hospital 403(b) Retirement Plan (RI) $109M · 1,406
- Gordon College Defined Contribution Retirement Plan (MA) $108M · 263
Frequently Asked Questions
How did Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan assets move in 2024? ▼
How have Montclair Kimberley Academy Foundation plan assets changed over time? ▼
Where does Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan's numbers.
- By total assets, Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
- Montclair Kimberley Academy Foundation's sponsor-wide assets have grown 22.9% since 2022 across 3 plan years on file. More Educational Services plans