Other · DOL Form 5500 · 2024
Montclair Kimberley Academy Foundation Retirement Plan
Data updated 2026-08-25
- $108M
- Total assets Near avg plan size
- 242
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $447,964
- Avg per participant High balance/head
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.
- #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.
- #3,070
- in Educational Services (3,638 peers)
- +9.5%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan's outsized position 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
Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan sits mid-pack in the medium band (242 participants).
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.
DOL schedule card
Filing strip 237365263 · Montclair Kimberley Academy Foundation PY 2024 · Other
Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan · $108M · 242 · 91st
- RANK $108M
- RANK 242
- RANK 91st
- RANK Other
- RANK near St. Mary's Healthcare System for Children, Inc. 403(b) Retirement Plan
- RANK ind #3070
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 New Jersey →
Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Montclair Kimberley Academy Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 22.885861867321452% vs 2022
- 2024 filing year
| 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.
- 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
Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is St. Mary's Healthcare System for Children, Inc. 403(b) Retirement Plan in NY ($108M); by covered participants it is Skirball Cultural Center Defined Contribution Retirement Plan in CA (242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($108M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (242 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.