Other · DOL Form 5500 · 2024
The Montessori School Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $67,124
- Avg per participant Below avg balance/head
Official DOL plan name: The Montessori School · Sponsored by The Montessori School · Pennsylvania · Educational Services
$2M in assets, 28 participants
The Montessori School's The Montessori School reported $2M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #642 in Educational Services (3,638 peers)
What the 2024 filing shows
The Montessori School holds $2M for 28 participants - about $67,124 per participant, in the lower half of filed plans by assets.
- #642
- in Educational Services (3,638 peers)
- +5.5%
- assets growth YoY
The Montessori School among the smaller filed plans by assets
The Montessori School vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,879,483 29th percentile higher than 29% 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
The Montessori School among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Montessori School is a small filing (28 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Montessori School reported net income fell from $276K in the plan year 2023 filing to $130K in the plan year 2024 filing.
- The Montessori School reported participants rose from 26 in the plan year 2023 filing to 28 in the plan year 2024 filing.
- The Montessori School end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 231726671 · The Montessori School PY 2024 · Other
The Montessori School · $2M · 28 · 29th
- PART $2M
- PART 28
- PART 29th
- PART Other
- PART near Wellspring Child & Family Service 403(b) Retirement Plan
- PART ind #642
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 Pennsylvania →
The Montessori School in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $130K |
| Employer EIN | 231726671 |
| Plan Effective Date | 1970-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Montessori School)
Sponsor-wide plan assets over time
All The Montessori School plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 5.465869319900318% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 26 | $2M |
| 2024 | 1 | 28 | $2M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
The Montessori School's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Wellspring Child & Family Service 403(b) Retirement Plan in MI ($2M); by covered participants it is Ncrp Tax Sheltered Annuity Plan in DC (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.
- Ncrp Tax Sheltered Annuity Plan (DC) 28 · 0 off
- Stock Bonus Plan of Scientific Analytical Institute Inc (NC) 28 · 0 off
- Stanley Total Living Center Investment Plan (NC) 29 · 1 off
- Bronxville Montessori School (NY) 27 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.