Other · DOL Form 5500 · 2024
Montserrat College of Art Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $120,568
- Avg per participant Near avg balance/head
Official DOL plan name: Montserrat College of Art 403(b)DC Plan · Sponsored by Montserrat College of Art · Massachusetts · Educational Services
$9M in assets, 75 participants
Montserrat College of Art's Montserrat College of Art 403(b)DC Plan reported $9M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #1,328 in Educational Services (3,638 peers)
Montserrat College of Art multi-year trail
Montserrat College of Art's plans moved +33.3% in assets from 2022 to 2024; this filing shows Montserrat College of Art 403(b)DC Plan at $9M / 75 participants.
- #1,328
- in Educational Services (3,638 peers)
- +11.2%
- assets growth YoY
Montserrat College of Art 403(b)DC Plan's mid-pack asset rank among Educational Services and all filers
Montserrat College of Art 403(b)DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,042,622 Top 46% higher than 54% 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
Montserrat College of Art 403(b)DC Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montserrat College of Art 403(b)DC Plan is a small filing (75 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montserrat College of Art 403(b)DC Plan reported net income fell from $1M in the plan year 2023 filing to $914K in the plan year 2024 filing.
- Montserrat College of Art 403(b)DC Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Montserrat College of Art 403(b)DC Plan reported participants rose from 71 in the plan year 2023 filing to 75 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 521859814 · Montserrat College of Art PY 2024 · Other
Montserrat College of Art 403(b)DC Plan · $9M · 75 · 54th
- ASSETS $9M
- PCT 75
- EIN 54th
- RANK Other
- PHOTO near Hawkeye Area Community Action Program Retirement Plan
- IND ind #1328
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 →
Montserrat College of Art 403(b)DC Plan in the asset neighbourhood
Montserrat College of Art multi-year asset trail
Sponsor-wide plan assets over time
All Montserrat College of Art plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 33.327406112527555% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 73 | $7M |
| 2023 | 1 | 71 | $8M |
| 2024 | 2 | 150 | $9M |
Montserrat College of Art filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $914K |
| Employer EIN | 521859814 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
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
Montserrat College of Art 403(b)DC Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Hawkeye Area Community Action Program Retirement Plan in IA ($9M); by covered participants it is Western New York Public Broadcasting Association Retirement Plan in NY (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.
- Western New York Public Broadcasting Association Retirement Plan (NY) 75 · 0 off
- J.B. Speed Art Museum DC Plan (KY) 75 · 0 off
- Bridges Btc, Inc. Matching Plan (FL) 75 · 0 off
- Trudeau Institute Retirement Plan (NY) 75 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.