Other · DOL Form 5500 · 2024
Montgomery Baptist Outreach Services Corporation Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 370
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $54,367
- Avg per participant Low balance/head
Official DOL plan name: Montgomery Baptist Outreach Services Corporation 403b Plan · Sponsored by Montgomery Baptist Outreach Services Corporation · Alabama · Healthcare & Social Assistance
$20M in assets, 370 participants
Montgomery Baptist Outreach Services Corporation's Montgomery Baptist Outreach Services Corporation 403b Plan reported $20M in total assets and 370 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #12,652 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Montgomery Baptist Outreach Services Corporation 403b Plan holds $20M for 370 participants - about $54,367 per participant, above the median plan by assets.
- #12,652
- in Healthcare & Social Assistance (16,916 peers)
- -7.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Montgomery Baptist Outreach Services Corporation 403b Plan's outsized position by total assets
Montgomery Baptist Outreach Services Corporation 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,115,954 Top 30% higher than 70% 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
Montgomery Baptist Outreach Services Corporation 403b 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. Montgomery Baptist Outreach Services Corporation 403b Plan sits mid-pack in the medium band (370 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montgomery Baptist Outreach Services Corporation 403b Plan reported net income fell from $1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Montgomery Baptist Outreach Services Corporation 403b Plan end-of-year assets fell from $22M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Montgomery Baptist Outreach Services Corporation 403b Plan reported participants fell from 395 in the plan year 2023 filing to 370 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 630813275 · Montgomery Baptist Outreach Services Corporation PY 2024 · Other
Montgomery Baptist Outreach Services Corporation 403b Plan · $20M · 370 · 70th
- EBSA $20M
- PART 370
- TYPE 70th
- NET Other
- BOOK near 403(b) Thrift Plan for Employees of American Kidney Fund, Inc.
- VS-ST ind #12652
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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →
Montgomery Baptist Outreach Services Corporation 403b Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$2M |
| Employer EIN | 630813275 |
| Plan Effective Date | 1997-06-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montgomery Baptist Outreach Services Corporation)
Sponsor-wide plan assets over time
All Montgomery Baptist Outreach Services Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 0.4545027392641821% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 689 | $20M |
| 2023 | 1 | 395 | $22M |
| 2024 | 1 | 370 | $20M |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.6B · 4,817
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $127M · 1,431
- Drummond Company, Inc. Savings Plan for Salaried Employees $126M · 469
- Uab Medicine Enterprise 403(b) Retirement Plan $99M · 574
- Plumbers & Pipefitters Local 760 Savings and Investment Plan $68M · 1,343
Montgomery Baptist Outreach Services Corporation 403b Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is 403(b) Thrift Plan for Employees of American Kidney Fund, Inc. in MD ($20M); by covered participants it is Section 403(b) Retirement Plan for Hudson Valley Hospice in NY (370 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (370 participants); asset peers above are excluded.
- Section 403(b) Retirement Plan for Hudson Valley Hospice (NY) 370 · 0 off
- 403(b) Thrift Plan of the Handicapped Children's Association of Southern New York, Inc. (NY) 370 · 0 off
- Packard Children's Health Alliance 403(b) Retirement Plan (CA) 370 · 0 off
- The Berkeley Carroll School Retirement Plan (NY) 370 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.