Other · DOL Form 5500 · 2024
Near North Montessori School Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 132
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $102,370
- Avg per participant Below avg balance/head
Official DOL plan name: Near North Montessori School Tsa · Sponsored by Near North Montessori School · Illinois · Educational Services
$14M in assets, 132 participants
Near North Montessori School's Near North Montessori School Tsa reported $14M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #1,631 in Educational Services (3,638 peers)
Coverage in Illinois
Near North Montessori School Tsa covers 132 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $14M.
- #1,631
- in Educational Services (3,638 peers)
- +5.4%
- assets growth YoY
Near North Montessori School Tsa's mid-pack asset rank among Educational Services and all filers
Near North Montessori School Tsa vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,512,803 Top 38% higher than 62% 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
Near North Montessori School Tsa 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. Near North Montessori School Tsa sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Near North Montessori School Tsa reported participants rose from 119 in the plan year 2023 filing to 132 in the plan year 2024 filing.
- Near North Montessori School Tsa end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 362535895 · Near North Montessori School PY 2024 · Other
Near North Montessori School Tsa · $14M · 132 · 62nd
- ASSETS $14M
- ASSETS 132
- ASSETS 62nd
- ASSETS Other
- ASSETS near United Way of San Antonio and Bexar County 403(b) Thrift Plan
- ASSETS ind #1631
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 Illinois →
Near North Montessori School Tsa in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $694K |
| Employer EIN | 362535895 |
| Plan Effective Date | 1984-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Near North Montessori School)
Sponsor-wide plan assets over time
All Near North Montessori School plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 11.711796393705788% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 127 | $12M |
| 2023 | 1 | 119 | $13M |
| 2024 | 1 | 132 | $14M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
Near North Montessori School Tsa's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is United Way of San Antonio and Bexar County 403(b) Thrift Plan in TX ($14M); by covered participants it is Solomon Schechter Day School Defined Contribution Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- United Way of San Antonio and Bexar County 403(b) Thrift Plan (TX) $14M · 109
- Baton Rouge Christian Education Foundation, Inc. Dba the Dunham School Defined Contribution Retirement Plan (LA) $14M · 134
- The Washington Latin School Defined Contribution Plan (DC) $14M · 148
- Hospice of the Piedmont, Inc. Matching Thrift Plan (NC) $14M · 213
Similar participant headcount
Nearest other-state filings by covered participants (132 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.