Other · DOL Form 5500 · 2024

The Montgomery Academy Retirement Plan

Data updated 2026-08-11

$27M
Total assets
170
Participants
76th
Percentile by assets
$160,935
Avg per participant
PlainRetire home → About this data

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.

  • 76th percentile by assets (of 123,622 plans)
  • #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.

$27M
total plan assets (2024 EOY)
170
covered participants
76th
percentile by assets (of 123,622 plans)
$160,935
avg assets per participant

Where The Montgomery Academy Retirement Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
Alabama
Industry
Educational Services

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. The Montgomery Academy Retirement Plan reports 170 participants - about 47% of that state average ($27M EOY assets).

Alabama filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN630401358
Plan Effective Date1960-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Montgomery Academy)

$20M$22M$24M$26M$28M 202220232024 $22.5M $27.4M ▲ +21.9%
Total plan assets by year, all The Montgomery Academy plans on file
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.

The Montgomery Academy Retirement Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.52 Total assets ($B) Participants The Montgomery Acade…, Total assets ($B): 0.027359013 · Participants: 170The Montgomery Acade…University of Alabam…, Total assets ($B): 1.575132187 · Participants: 4817University of Alabam…Samford University 4…, Total assets ($B): 0.127048729 · Participants: 1431Samford University 4…Drummond Company, In…, Total assets ($B): 0.125546344 · Participants: 469Drummond Company, In…Uab Medicine Enterpr…, Total assets ($B): 0.098793998 · Participants: 574Uab Medicine Enterpr…Plumbers & Pipefitte…, Total assets ($B): 0.068174463 · Participants: 1343Plumbers & Pipefitte…
The Montgomery Academy Retirement Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare The Montgomery Academy Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Montgomery Academy Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Montgomery Academy Retirement Plan assets move in 2024? ▼
The Montgomery Academy Retirement Plan grew at a solid clip - up 9.5% during 2024, from $25M to $27M. Reported net income was $2M.
How have The Montgomery Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Montgomery Academy's sponsor-wide assets grew 21.8%, from $22M to $27M.
Where does The Montgomery Academy Retirement Plan rank by assets among Form 5500 filers? ▼
The Montgomery Academy Retirement Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Montgomery Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is American Association of Colleges of Nursing Defined Contribution Plan in DC ($27M, 66 participants).

Next read for The Montgomery Academy Retirement Plan

Filing takeaways

Ways to act on The Montgomery Academy Retirement Plan's numbers.

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 630401358.

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.