Other · DOL Form 5500 · 2024
Kingsley Montessori School Retirement Plan
Data updated 2026-08-11
- $9M
- Total assets
- 64
- Participants
- 52nd
- Percentile by assets
- $134,274
- Avg per participant
Official DOL plan name: Kingsley Montessori School Defined Contribution Retirement Plan · Sponsored by Kingsley Montessori School · Massachusetts · Educational Services
$9M in assets, 64 participants
Kingsley Montessori School's Kingsley Montessori School Defined Contribution Retirement Plan reported $9M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- 52nd percentile by assets (of 123,622 plans)
- #1,296 in Educational Services (3,638 peers)
Kingsley Montessori School multi-year trail
Kingsley Montessori School's plans moved +41.7% in assets from 2022 to 2024; this filing shows Kingsley Montessori School Defined Contribution Retirement Plan at $9M / 64 participants.
- $9M
- total plan assets (2024 EOY)
- 64
- covered participants
- 52nd
- percentile by assets (of 123,622 plans)
- $134,274
- avg assets per participant
Where Kingsley Montessori School Defined Contribution Retirement Plan sits by total assets
Kingsley Montessori School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,593,505 Top 48% higher than 52% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kingsley Montessori School Defined Contribution Retirement Plan reported participants fell from 95 in the plan year 2023 filing to 64 in the plan year 2024 filing.
- Kingsley Montessori School Defined Contribution Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Kingsley Montessori School Defined Contribution Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Kingsley Montessori School across 3 plan years on file
Across the 3 plan years Kingsley Montessori School has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $9M, a gain of 41.7%, while reported participants moved from 59 to 64 (+8.5%). Peak year by sponsor assets: 2024 ($9M); trough: 2022 ($6M).
Kingsley Montessori School multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $6M |
| 2023 | 1 | 95 | $7M |
| 2024 | 1 | 64 | $9M |
Kingsley Montessori School filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 042104370 |
| Plan Effective Date | 1963-09-15 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Kingsley Montessori School Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Kingsley Montessori School Defined Contribution Retirement Plan by total assets, not by location.
- Ccr Pension Plan (PA) $9M · 363
- Champlain Housing Trust, Inc. 403(b) Plan (VT) $9M · 159
- Teton Science Schools 403(b) Defined Contribution Plan (WY) $9M · 98
- American Film Institute 403(b) Plan (CA) $9M · 419
Frequently Asked Questions
How did Kingsley Montessori School Defined Contribution Retirement Plan assets move in 2024? ▼
How have Kingsley Montessori School plan assets changed over time? ▼
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Multi-year trail
Ways to act on Kingsley Montessori School Defined Contribution Retirement Plan's numbers.
- By total assets, Kingsley Montessori School Defined Contribution Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Kingsley Montessori School's sponsor-wide assets have grown 41.7% since 2022 across 3 plan years on file. More Educational Services plans