Other · DOL Form 5500 · 2024
Kingsley Montessori School Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 64
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $134,274
- Avg per participant Near avg balance/head
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.
- #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.
- #1,296
- in Educational Services (3,638 peers)
- +15.3%
- assets growth YoY
Kingsley Montessori School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers
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
Kingsley Montessori School Defined Contribution Retirement 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. Kingsley Montessori School Defined Contribution Retirement Plan is a small filing (64 participants) on this national headcount ladder.
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.
DOL schedule card
Filing strip 042104370 · Kingsley Montessori School PY 2024 · Other
Kingsley Montessori School Defined Contribution Retirement Plan · $9M · 64 · 52nd
- PART $9M
- TYPE 64
- NET 52nd
- BOOK Other
- VS-ST near Ccr Pension Plan
- BOY ind #1296
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 →
Kingsley Montessori School Defined Contribution Retirement Plan in the asset neighbourhood
Kingsley Montessori School multi-year asset trail
Sponsor-wide plan assets over time
All Kingsley Montessori School plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 41.747086462785866% vs 2022
- 2024 filing year
| 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.
- 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
Kingsley Montessori School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Ccr Pension Plan in PA ($9M); by covered participants it is Grid Alternatives, Inc. 403(b) Plan in CA (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (64 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.