Other · DOL Form 5500 · 2024
Montgomery Bell Academy Retirement Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 164
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $284,692
- Avg per participant High balance/head
Official DOL plan name: Montgomery Bell Academy 403(b) Tax Sheltered Investment Program · Sponsored by Montgomery Bell Academy · Tennessee · Educational Services
$47M in assets, 164 participants
Montgomery Bell Academy's Montgomery Bell Academy 403(b) Tax Sheltered Investment Program reported $47M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,569 in Educational Services (3,638 peers)
Coverage in Tennessee
Montgomery Bell Academy 403(b) Tax Sheltered Investment Program covers 164 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $47M.
- #2,569
- in Educational Services (3,638 peers)
- +11.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Montgomery Bell Academy 403(b) Tax Sheltered Investment Program's outsized position by total assets
Montgomery Bell Academy 403(b) Tax Sheltered Investment Program vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,689,504 Top 17% higher than 83% 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
Montgomery Bell Academy 403(b) Tax Sheltered Investment Program 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. Montgomery Bell Academy 403(b) Tax Sheltered Investment Program sits mid-pack in the medium band (164 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montgomery Bell Academy 403(b) Tax Sheltered Investment Program reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Montgomery Bell Academy 403(b) Tax Sheltered Investment Program end-of-year assets rose from $42M in the plan year 2023 filing to $47M in the plan year 2024 filing.
- Montgomery Bell Academy 403(b) Tax Sheltered Investment Program reported participants rose from 162 in the plan year 2023 filing to 164 in the plan year 2024 filing.
DOL schedule card
Filing strip 620513741 · Montgomery Bell Academy PY 2024 · Other
Montgomery Bell Academy 403(b) Tax Sheltered Investment Program · $47M · 164 · 83rd
- IND $47M
- EOY 164
- 5500 83rd
- ASSETS Other
- PCT near Service Coordination, Inc. Tax Deferred Savings Plan
- EIN ind #2569
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 403(b) Tax Sheltered Investment Program in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $5M |
| Employer EIN | 620513741 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montgomery Bell Academy)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 186 | $48M |
| 2023 | 2 | 196 | $53M |
| 2024 | 2 | 196 | $58M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.7B · 31,810
- Vanderbilt University Retirement Plan $2.5B · 7,926
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.3B · 6,588
- Ballad Health 403(b) Plan $731M · 12,134
- Dialysis Clinic, Inc. Thrift Plan $446M · 5,578
Montgomery Bell Academy 403(b) Tax Sheltered Investment Program's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Service Coordination, Inc. Tax Deferred Savings Plan in MD ($47M); by covered participants it is Nachri Tax Deferred Annuity Plan in KS (164 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- Service Coordination, Inc. Tax Deferred Savings Plan (MD) $47M · 990
- University of Pikeville Retirement Plan (KY) $47M · 571
- Asbury Theological Seminary 403(b) DC Plan (KY) $47M · 226
- Museum of Science Savings Plan (MA) $47M · 376
Similar participant headcount
Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.
- Nachri Tax Deferred Annuity Plan (KS) 164 · 0 off
- Nib Tda Plan (VA) 164 · 0 off
- Crisp Shared Services, Inc. 403(b) Retirement Readiness Plan (MD) 164 · 0 off
- Sarah Seneca Residential Services, Inc. 401(k) Profit Sharing Plan (CT) 164 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.