Other · DOL Form 5500 · 2024

The Montpelier Foundation Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
93
Participants Small participant base
45th
Percentile by assets National rank
$62,803
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Montpelier Foundation Tda Plan · Sponsored by The Montpelier Foundation · Virginia · Arts, Entertainment & Recreation

$6M in assets, 93 participants

The Montpelier Foundation's The Montpelier Foundation Tda Plan reported $6M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,895 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, The Montpelier Foundation Tda Plan ranks #1,895 of 2,921 2024 filers by assets (475% of the sector average)-$6M for 93 participants.

#1,895
in Arts, Entertainment & Recreation (2,921 peers)
+0.0%
assets growth YoY

The Montpelier Foundation Tda Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Montpelier Foundation Tda Plan vs every filed plan by assets

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

$5,840,672 45th percentile higher than 45% 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

The Montpelier Foundation Tda 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. The Montpelier Foundation Tda Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Montpelier Foundation Tda Plan reported net income fell from $402K in the plan year 2023 filing to $2K in the plan year 2024 filing.
  • The Montpelier Foundation Tda Plan reported participants rose from 83 in the plan year 2023 filing to 93 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 311620682 · The Montpelier Foundation PY 2024 · Other

The Montpelier Foundation Tda Plan · $6M · 93 · 45th

  • EOY $6M
  • EOY 93
  • EOY 45th
  • EOY Other
  • EOY near Unified Community Connections, Inc 403(b) Tda Plan
  • EOY ind #1895

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 Arts, Entertainment & Recreation retirement plans → · Plans in Virginia →

The Montpelier Foundation Tda Plan in the asset neighbourhood

Unified Community Connections, Inc 403(b) Tda PlanUnified Community Connection…$6MCentral Missouri Community Action Er 403(b) PlanCentral Missouri Community A…$6MThe Montpelier Foundation Tda PlanThe Montpelier Foundation Td…$6MIntegrity House Retirement PlanIntegrity House Retirement P…$6MWest Nottingham Academy 403(b)Defined Contribution Retirement PlanWest Nottingham Academy 403(…$6M
End-of-year total assets ($M) among The Montpelier Foundation Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$2K
Employer EIN311620682
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Montpelier Foundation)

Sponsor-wide plan assets over time

All The Montpelier Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 7.426136015636797% vs 2022
2024 filing year
$5.4M$5.6M$5.8M$6M 202220232024 $5.44M $5.84M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 91 $5M
2023 1 83 $6M
2024 1 93 $6M

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

The Montpelier Foundation Tda Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246 Total assets ($B) Participants The Montpelier Foundation Tda Plan, Total assets ($B): 0.005840672 · Participants: 93The Montpelier Foundation Tda PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings Plan
The Montpelier Foundation Tda Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare The Montpelier Foundation Tda Plan side-by-side with 3 peers →

The Montpelier Foundation Tda Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Unified Community Connections, Inc 403(b) Tda Plan in MD ($6M); by covered participants it is Threshold Residential Services, Inc. 403 (B) Pension Plan in OH (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 The Montpelier Foundation Tda Plan assets move in 2024? ▼
The Montpelier Foundation Tda Plan held essentially flat - up 0.0% during 2024, from $6M to $6M. Reported net income was $2K.
How have The Montpelier Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Montpelier Foundation's sponsor-wide assets grew 7.4%, from $5M to $6M.
Which Other plans are similar in size to The Montpelier Foundation Tda Plan? ▼
Among Other plans in other states, the closest by assets is Unified Community Connections, Inc 403(b) Tda Plan in MD ($6M, 389 participants).
Which Other plans cover a similar participant headcount to The Montpelier Foundation Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Threshold Residential Services, Inc. 403 (B) Pension Plan in OH (93 participants, N/A 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 311620682.

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.