Other · DOL Form 5500 · 2024
The Montgomery Academy Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 170
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $160,935
- Avg per participant Above avg balance/head
Official DOL plan name: The Montgomery Academy Retirement Plan · Sponsored by The Montgomery Academy · Alabama · Educational Services
$27M in assets, 170 participants
The Montgomery Academy's The Montgomery Academy Retirement Plan reported $27M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #2,186 in Educational Services (3,638 peers)
Coverage in Alabama
The Montgomery Academy Retirement Plan covers 170 participants in Alabama, about 47% of the average Alabama filer (state average ~360 per filing). Assets: $27M.
- #2,186
- in Educational Services (3,638 peers)
- +9.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Montgomery Academy Retirement Plan's outsized position by total assets
The Montgomery Academy Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,359,013 Top 24% higher than 76% 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 Montgomery Academy 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. The Montgomery Academy Retirement Plan sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Montgomery Academy Retirement Plan reported participants rose from 110 in the plan year 2023 filing to 170 in the plan year 2024 filing.
- The Montgomery Academy Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- The Montgomery Academy Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 630401358 · The Montgomery Academy PY 2024 · Other
The Montgomery Academy Retirement Plan · $27M · 170 · 76th
- NET $27M
- BOOK 170
- VS-ST 76th
- BOY Other
- SCH near American Association of Colleges of Nursing Defined Contribution Plan
- EBSA ind #2186
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 Alabama →
The Montgomery Academy Retirement Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 630401358 |
| Plan Effective Date | 1960-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Montgomery Academy)
Sponsor-wide plan assets over time
All The Montgomery Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 21.84116931839609% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $22M |
| 2023 | 1 | 110 | $25M |
| 2024 | 1 | 170 | $27M |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.6B · 4,817
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $127M · 1,431
- Drummond Company, Inc. Savings Plan for Salaried Employees $126M · 469
- Uab Medicine Enterprise 403(b) Retirement Plan $99M · 574
- Plumbers & Pipefitters Local 760 Savings and Investment Plan $68M · 1,343
The Montgomery Academy Retirement Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is American Association of Colleges of Nursing Defined Contribution Plan in DC ($27M); by covered participants it is Windward School Defined Contribution Retirement Plan in CA (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- American Association of Colleges of Nursing Defined Contribution Plan (DC) $27M · 66
- Foundation for the National Institutes of Health 403(b) DC Plan (MD) $27M · 97
- The Chicago Public Media, Inc. Tax-Deferred Annuity (Tda) Plan (IL) $27M · 151
- University of the Ozarks Defined Contribution Retirement Plan (AR) $27M · 335
Similar participant headcount
Nearest other-state filings by covered participants (170 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.