Defined Benefit (Pension) · DOL Form 5500 · 2024

Montgomery Bell Academy Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
32
Participants Small participant base
58th
Percentile by assets National rank
$351,344
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Montgomery Bell Academy Pension Plan · Sponsored by Montgomery Bell Academy · Tennessee · Educational Services

$11M in assets, 32 participants

Montgomery Bell Academy's Montgomery Bell Academy Pension Plan reported $11M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,503 in Educational Services (3,638 peers)

Montgomery Bell Academy multi-year trail

Montgomery Bell Academy's plans moved +21.9% in assets from 2022 to 2024; this filing shows Montgomery Bell Academy Pension Plan at $11M / 32 participants.

#1,503
in Educational Services (3,638 peers)
+3.5%
assets growth YoY

Montgomery Bell Academy Pension Plan's mid-pack asset rank among Educational Services and all filers

Montgomery Bell Academy Pension Plan vs every filed plan by assets

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

$11,243,006 Top 42% higher than 58% 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

Montgomery Bell Academy Pension 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. Montgomery Bell Academy Pension Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Montgomery Bell Academy Pension Plan reported net income fell from $929K in the plan year 2023 filing to $380K in the plan year 2024 filing.
  • Montgomery Bell Academy Pension Plan reported participants fell from 34 in the plan year 2023 filing to 32 in the plan year 2024 filing.
  • Montgomery Bell Academy Pension Plan end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 620513741 · Montgomery Bell Academy PY 2024 · Defined Benefit (Pension)

Montgomery Bell Academy Pension Plan · $11M · 32 · 58th

  • PART $11M
  • PART 32
  • PART 58th
  • PART Defined Benefit (Pension)
  • PART near Erie and Niagara Insurance Association Cash Balance Retirement Plan
  • PART ind #1503

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 Tennessee →

Montgomery Bell Academy Pension Plan in the asset neighbourhood

Retirement Plan for Puerto Rico Employees of Kraft Foods Group, Inc.Retirement Plan for Puerto R…$11MPension Plan for Employees of G.a.L. Manufacturing Corporation and Hollister Whitney Elevator CorporationPension Plan for Employees o…$11MRetirement Plan for Employees of Ames Rubber CorporationRetirement Plan for Employee…$11MMontgomery Bell Academy Pension PlanMontgomery Bell Academy Pens…$11MErie and Niagara Insurance Association Cash Balance Retirement PlanErie and Niagara Insurance A…$11M
End-of-year total assets ($M) among Montgomery Bell Academy Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Montgomery Bell Academy multi-year asset trail

Sponsor-wide plan assets over time

All Montgomery Bell Academy plans reported in each filing year

Latest sponsor-wide plan assets
$58M 21.906427014303848% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47.5M $57.9M ▲ +21.9%
Year Plans Participants Total Assets
2022 2 186 $48M
2023 2 196 $53M
2024 2 196 $58M

Montgomery Bell Academy filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$380K
Employer EIN620513741
Plan Effective Date1966-06-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Montgomery Bell Academy Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Montgomery Bell Academy Pension Plan, Total assets ($B): 0.011243006 · Participants: 32Montgomery Bell Academy Pension PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.858555454 · Participants: 125941Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.18942151 · Participants: 20795Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.839667916 · Participants: 3134Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.400126032 · Participants: 6357Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 1.97251328 · Participants: 2516Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Montgomery Bell Academy Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Montgomery Bell Academy Pension Plan side-by-side with 3 peers →

Montgomery Bell Academy Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY ($11M); by covered participants it is Interval Partners, LP Cash Balance Plan in NY (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Montgomery Bell Academy Pension Plan assets move in 2024? ▼
Montgomery Bell Academy Pension Plan edged up modestly - up 3.5% during 2024, from $11M to $11M. Reported net income was $380K.
How have Montgomery Bell Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomery Bell Academy's sponsor-wide assets grew 21.9%, from $48M to $58M.
Which Defined Benefit (Pension) plans are similar in size to Montgomery Bell Academy Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY ($11M, 63 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Montgomery Bell Academy Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Interval Partners, LP Cash Balance Plan in NY (32 participants, $6M 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 620513741.

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.