Other · DOL Form 5500 · 2024
Montverde Academy Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 127
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $39,519
- Avg per participant Low balance/head
Official DOL plan name: Montverde Academy Tda Plan · Sponsored by Montverde Academy · Florida · Educational Services
$5M in assets, 127 participants
Montverde Academy's Montverde Academy Tda Plan reported $5M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #983 in Educational Services (3,638 peers)
Coverage in Florida
Montverde Academy Tda Plan covers 127 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $5M.
- #983
- in Educational Services (3,638 peers)
- +19.7%
- assets growth YoY
Montverde Academy Tda Plan's mid-pack asset rank among Educational Services and all filers
Montverde Academy Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,018,861 42nd percentile higher than 42% 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
Montverde Academy Tda 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. Montverde Academy Tda Plan sits mid-pack in the medium band (127 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montverde Academy Tda Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Montverde Academy Tda Plan reported net income fell from $888K in the plan year 2023 filing to $824K in the plan year 2024 filing.
- Montverde Academy Tda Plan reported participants rose from 124 in the plan year 2023 filing to 127 in the plan year 2024 filing.
DOL schedule card
Filing strip 590657329 · Montverde Academy PY 2024 · Other
Montverde Academy Tda Plan · $5M · 127 · 42nd
- RANK $5M
- RANK 127
- RANK 42nd
- RANK Other
- RANK near 403(b) Thrift Plan for Girl Scouts of Oregon and Southwest Washington, Inc.
- RANK ind #983
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 Florida →
Montverde Academy Tda Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $824K |
| Employer EIN | 590657329 |
| Plan Effective Date | 1987-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montverde Academy)
Sponsor-wide plan assets over time
All Montverde Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 43.62332048757954% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 340 | $14M |
| 2023 | 2 | 354 | $17M |
| 2024 | 2 | 370 | $20M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Montverde Academy Tda Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is 403(b) Thrift Plan for Girl Scouts of Oregon and Southwest Washington, Inc. in OR ($5M); by covered participants it is Port Newark Maintenance & Repair 401(k) Plan in AZ (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- Port Newark Maintenance & Repair 401(k) Plan (AZ) 127 · 0 off
- Yakima Valley Memorial Hospital Tax-Deferred Annuity Plan (WA) 127 · 0 off
- Kcrw 403(b) DC Plan (CA) 127 · 0 off
- Westminster School 403(b) DC Plan (OK) 127 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.