Other · DOL Form 5500 · 2022
Lees-Mcrae College, Inc. Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $117,258
- Avg per participant Below avg balance/head
Official DOL plan name: Lees-Mcrae College 403(b) Retirement Plan · Sponsored by Lees-Mcrae College, Inc. · North Carolina · Educational Services
$14M in assets, 119 participants
Lees-Mcrae College, Inc.'s Lees-Mcrae College 403(b) Retirement Plan reported $14M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #2,155 in Educational Services (4,024 peers)
Coverage in North Carolina
Lees-Mcrae College 403(b) Retirement Plan covers 119 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $14M.
- #2,155
- in Educational Services (4,024 peers)
- -11.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lees-Mcrae College 403(b) Retirement Plan's outsized position by total assets
Lees-Mcrae College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,953,644 Top 29% higher than 71% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lees-Mcrae College 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lees-Mcrae College 403(b) Retirement Plan sits mid-pack in the medium band (119 participants).
Plan-year Form 5500 strip
Filing strip 560529953 · Lees-Mcrae College, Inc. PY 2022 · Other
Lees-Mcrae College 403(b) Retirement Plan · $14M · 119 · 71st
- PART $14M
- TYPE 119
- NET 71st
- BOOK Other
- VS-ST near Interlochen Center for the Arts 403(b) Plan
- BOY ind #2155
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 North Carolina →
Lees-Mcrae College 403(b) Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 560529953 |
| Plan Effective Date | 1961-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lees-Mcrae College, Inc.)
Sponsor-wide plan assets over time
All Lees-Mcrae College, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 11.516862548593041% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $14M |
| 2023 | 1 | 87 | $15M |
| 2024 | 1 | 92 | $16M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Lees-Mcrae College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Interlochen Center for the Arts 403(b) Plan in MI ($14M); by covered participants it is Montgomery Child Care Association 403(b) Tda Plan in MD (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.