Other · DOL Form 5500 · 2024
Montgomery Baptist Outreach Services Corporation Retirement Plan
Data updated 2026-08-11
- $20M
- Total assets
- 370
- Participants
- 70th
- Percentile by assets
- $54,367
- Avg per participant
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.
- 70th percentile by assets (of 123,622 plans)
- #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.
- $20M
- total plan assets (2024 EOY)
- 370
- covered participants
- 70th
- percentile by assets (of 123,622 plans)
- $54,367
- avg assets per participant
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.
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.
Other filing for Montgomery Baptist Outreach Services Corporation 403b Plan
Other filing for plan year 2024: EIN 630813275 ; effective since 1997-06-29 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
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)
| 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.
Montgomery Baptist Outreach Services Corporation 403b Plan vs. nearby Other plans in Alabama, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Montgomery Baptist Outreach Services Corporation 403b Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Montgomery Baptist Outreach Services Corporation 403b Plan's numbers.
- By total assets, Montgomery Baptist Outreach Services Corporation 403b Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Alabama. Compare plans
- Montgomery Baptist Outreach Services Corporation's sponsor-wide assets have declined 0.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans