Other · DOL Form 5500 · 2024
Newton Montessori School Inc. Dba Wellan Montess Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 109
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $41,096
- Avg per participant Low balance/head
Official DOL plan name: Wellan Montessori School 403(b) Plan · Sponsored by Newton Montessori School Inc. Dba Wellan Montess · Massachusetts · Educational Services
$4M in assets, 109 participants
Newton Montessori School Inc. Dba Wellan Montess's Wellan Montessori School 403(b) Plan reported $4M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #929 in Educational Services (3,638 peers)
Coverage in Massachusetts
Wellan Montessori School 403(b) Plan covers 109 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.
- #929
- in Educational Services (3,638 peers)
- +8.6%
- assets growth YoY
Wellan Montessori School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Wellan Montessori School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,479,473 40th percentile higher than 40% 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
Wellan Montessori School 403(b) 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. Wellan Montessori School 403(b) Plan sits mid-pack in the medium band (109 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wellan Montessori School 403(b) Plan reported net income fell from $745K in the plan year 2023 filing to $353K in the plan year 2024 filing.
- Wellan Montessori School 403(b) Plan reported participants rose from 97 in the plan year 2023 filing to 109 in the plan year 2024 filing.
- Wellan Montessori School 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 205197160 · Newton Montessori School Inc. Dba Wellan Montess PY 2024 · Other
Wellan Montessori School 403(b) Plan · $4M · 109 · 40th
- EOY $4M
- 5500 109
- ASSETS 40th
- PCT Other
- EIN near Murrieta Development Co., Inc. Prevailing Wage Retirement Plan
- RANK ind #929
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 Massachusetts →
Wellan Montessori School 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $353K |
| Employer EIN | 205197160 |
| Plan Effective Date | 2008-05-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Newton Montessori School Inc. Dba Wellan Montess)
Sponsor-wide plan assets over time
All Newton Montessori School Inc. Dba Wellan Montess plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 32.49150904582764% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $3M |
| 2023 | 1 | 97 | $4M |
| 2024 | 1 | 109 | $4M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Wellan Montessori School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Murrieta Development Co., Inc. Prevailing Wage Retirement Plan in CA ($4M); by covered participants it is Intellisurvey 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.
- Intellisurvey 401(k) Plan (CA) 109 · 0 off
- St Benedict Health Center Tax Deferred Annuity Plan (SD) 109 · 0 off
- Dollar Energy Fund, Inc. 403(b) Plan (PA) 109 · 0 off
- American Heritage Schools 403(b) Plan (UT) 109 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.