401(k) · DOL Form 5500 · 2024

Montreat College 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
198
Participants Below avg headcount
55th
Percentile by assets National rank
$48,773
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Montreat College Retirement Plan · Sponsored by Montreat College · North Carolina · Educational Services

$10M in assets, 198 participants

Montreat College's Montreat College Retirement Plan reported $10M in total assets and 198 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #1,364 in Educational Services (3,638 peers)

Coverage in North Carolina

Montreat College Retirement Plan covers 198 participants in North Carolina, about 24% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#1,364
in Educational Services (3,638 peers)
+11.2%
assets growth YoY

Montreat College Retirement Plan's mid-pack asset rank among Educational Services and all filers

Montreat College Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,657,092 Top 45% higher than 55% of 123,620 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 2024

Montreat College Retirement 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. Montreat College Retirement Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Montreat College Retirement Plan reported participants rose from 173 in the plan year 2023 filing to 198 in the plan year 2024 filing.
  • Montreat College Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Montreat College Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $976K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 560543261 · Montreat College PY 2024 · 401(k)

Montreat College Retirement Plan · $10M · 198 · 55th

  • ASSETS $10M
  • PCT 198
  • EIN 55th
  • RANK 401(k)
  • PHOTO near Ritz Safety LLC 401 K Profit Sharing Plan Trust
  • IND ind #1364

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 North Carolina →

Montreat College Retirement Plan in the asset neighbourhood

Montreat College Retirement PlanMontreat College Retirement …$10MRitz Safety LLC 401 K Profit Sharing Plan TrustRitz Safety LLC 401 K Profit…$10MMotor Controls Inc. 401(k) PlanMotor Controls Inc. 401(k) P…$10MMerlin International, Inc. 401(k) PlanMerlin International, Inc. 4…$10MFresnel Technologies, Inc. 401(k) Savings PlanFresnel Technologies, Inc. 4…$10M
End-of-year total assets ($M) among Montreat College Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$976K
Employer EIN560543261
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montreat College)

Sponsor-wide plan assets over time

All Montreat College plans reported in each filing year

Latest sponsor-wide plan assets
$10M 26.706885693292747% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.62M $9.66M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 143 $8M
2023 1 173 $9M
2024 1 198 $10M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Montreat College Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Montreat College Retirement Plan, Total assets ($B): 0.009657092 · Participants: 198Montreat College Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Montreat College Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Montreat College Retirement Plan side-by-side with 3 peers →

Montreat College Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Ritz Safety LLC 401 K Profit Sharing Plan Trust in OH ($10M); by covered participants it is Alltrails 401(k) Plan in CA (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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.

Frequently Asked Questions

How did Montreat College Retirement Plan assets move in 2024? ▼
Montreat College Retirement Plan grew at a solid clip - up 11.2% during 2024, from $9M to $10M. Reported net income was $976K.
How have Montreat College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montreat College's sponsor-wide assets grew 26.7%, from $8M to $10M.
Which 401(k) plans are similar in size to Montreat College Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ritz Safety LLC 401 K Profit Sharing Plan Trust in OH ($10M, 241 participants).
Which 401(k) plans cover a similar participant headcount to Montreat College Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alltrails 401(k) Plan in CA (198 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560543261.

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.