Other · DOL Form 5500 · 2024

Montverde Academy Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
243
Participants Below avg headcount
65th
Percentile by assets National rank
$62,014
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Montverde Academy Retirement Plan · Sponsored by Montverde Academy · Florida · Educational Services

$15M in assets, 243 participants

Montverde Academy's Montverde Academy Retirement Plan reported $15M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #1,718 in Educational Services (3,638 peers)

Coverage in Florida

Montverde Academy Retirement Plan covers 243 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $15M.

#1,718
in Educational Services (3,638 peers)
+17.0%
assets growth YoY

Montverde Academy Retirement Plan's mid-pack asset rank among Educational Services and all filers

Montverde Academy Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,069,335 Top 35% higher than 65% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Montverde 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. Montverde Academy Retirement Plan sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Montverde Academy Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Montverde Academy Retirement Plan reported participants rose from 230 in the plan year 2023 filing to 243 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 590657329 · Montverde Academy PY 2024 · Other

Montverde Academy Retirement Plan · $15M · 243 · 65th

  • RANK $15M
  • PHOTO 243
  • IND 65th
  • EOY Other
  • 5500 near Connecticut Institute for Communities, Inc. 403(b) DC Plan
  • ASSETS ind #1718

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 Retirement Plan in the asset neighbourhood

Montverde Academy Retirement PlanMontverde Academy Retirement…$15MConnecticut Institute for Communities, Inc. 403(b) DC PlanConnecticut Institute for Co…$15MFood Bank for New York City 403(b) Retirement PlanFood Bank for New York City …$15M403(b) Thrift Plan of Mountainlands Community Health Center403(b) Thrift Plan of Mounta…$15MThe Episcopal School DC Retirement PlanThe Episcopal School DC Reti…$15M
End-of-year total assets ($M) among Montverde Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN590657329
Plan Effective Date1984-09-01
Filing StatusFILING 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
$12M$14M$16M$18M$20M$22M 202220232024 $14M $20.1M ▲ +43.6%
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.

Montverde Academy Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Montverde Academy Retirement Plan, Total assets ($B): 0.015069335 · Participants: 243Montverde Academy Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
Montverde Academy Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Montverde Academy Retirement Plan side-by-side with 3 peers →

Montverde Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Connecticut Institute for Communities, Inc. 403(b) DC Plan in CT ($15M); by covered participants it is Lakeside School Defined Contribution Retirement Plan in WA (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 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.

Frequently Asked Questions

How did Montverde Academy Retirement Plan assets move in 2024? ▼
Montverde Academy Retirement Plan grew sharply - up 17.0% during 2024, from $13M to $15M. Reported net income was $2M.
How have Montverde Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montverde Academy's sponsor-wide assets grew 43.6%, from $14M to $20M.
Which Other plans are similar in size to Montverde Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Connecticut Institute for Communities, Inc. 403(b) DC Plan in CT ($15M, 375 participants).
Which Other plans cover a similar participant headcount to Montverde Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lakeside School Defined Contribution Retirement Plan in WA (243 participants, $103M in assets).

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 590657329.

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.