ESOP · DOL Form 5500 · 2024

Salem Montessori School, Inc. ESOP

Data updated 2026-08-25

$101K
Total assets Small plan by assets
20
Participants Small participant base
6th
Percentile by assets National rank
$5,056
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Salem Montessori School, Inc. Employee Stock Ownership Plan · Sponsored by Salem Montessori School, Inc. · Virginia · Healthcare & Social Assistance

$101K in assets, 20 participants

Salem Montessori School, Inc.'s Salem Montessori School, Inc. Employee Stock Ownership Plan reported $101K in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 6th 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.

  • #738 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Salem Montessori School, Inc. Employee Stock Ownership Plan holds $101K for 20 participants - about $5,056 per participant, among the smaller plans by assets on file.

#738
in Healthcare & Social Assistance (16,916 peers)
+1.1%
assets growth YoY

Salem Montessori School, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Salem Montessori School, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$101,111 6th percentile higher than 6% 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

Salem Montessori School, Inc. Employee Stock Ownership 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. Salem Montessori School, Inc. Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 830596944 · Salem Montessori School, Inc. PY 2024 · ESOP

Salem Montessori School, Inc. Employee Stock Ownership Plan · $101K · 20 · 6th

  • PHOTO $101K
  • PHOTO 20
  • PHOTO 6th
  • PHOTO ESOP
  • PHOTO near Sato & Associates Inc Employee Stock Ownership Plan
  • PHOTO ind #738

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 What is an ESOP? → · Plans in Virginia →

Salem Montessori School, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Salem Montessori School, Inc. Employee Stock Ownership PlanSalem Montessori School, Inc…$101KSato & Associates Inc Employee Stock Ownership PlanSato & Associates Inc Employ…$102KThermal Process Systems, Inc. Employee Stock Ownership PlanThermal Process Systems, Inc…$100KMeeco, Inc. Employee Stock Ownership PlanMeeco, Inc. Employee Stock O…$102KMain-Land Employee Stock Ownership PlanMain-Land Employee Stock Own…$98K
End-of-year total assets ($M) among Salem Montessori School, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$100K
Net Assets (End of Year)$101K
Net Income$1K
Employer EIN830596944
Plan Effective Date2023-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Salem Montessori School, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Salem Montessori School, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000101111 · Participants: 20Salem Montessori School, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Salem Montessori School, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Salem Montessori School, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Salem Montessori School, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Sato & Associates Inc Employee Stock Ownership Plan in HI ($102K); by covered participants it is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Salem Montessori School, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Salem Montessori School, Inc. Employee Stock Ownership Plan edged up modestly - up 1.1% during 2024, from $100K to $101K. Reported net income was $1K.
Where does Salem Montessori School, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Salem Montessori School, Inc. Employee Stock Ownership Plan ranks in the 6th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Salem Montessori School, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sato & Associates Inc Employee Stock Ownership Plan in HI ($102K, 9 participants).
Which ESOP plans cover a similar participant headcount to Salem Montessori School, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants, $12M 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 830596944.

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.