Other · DOL Form 5500 · 2022

Project Lead the Way Inc. Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
248
Participants Below avg headcount
82nd
Percentile by assets National rank
$111,853
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Project Lead the Way 403b Plan · Sponsored by Project Lead the Way Inc. · Indiana · Educational Services

$28M in assets, 248 participants

Project Lead the Way Inc.'s Project Lead the Way 403b Plan reported $28M in total assets and 248 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,706 in Educational Services (4,024 peers)

Coverage in Indiana

Project Lead the Way 403b Plan covers 248 participants in Indiana, about 46% of the average Indiana filer (state average ~541 per filing). Assets: $28M.

#2,706
in Educational Services (4,024 peers)
-8.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Project Lead the Way 403b Plan's outsized position by total assets

Project Lead the Way 403b Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$27,739,489 Top 18% higher than 82% of 139,123 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 2022

Project Lead the Way 403b 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. Project Lead the Way 403b Plan sits mid-pack in the medium band (248 participants).

Plan-year Form 5500 strip

Filing strip 364802935 · Project Lead the Way Inc. PY 2022 · Other

Project Lead the Way 403b Plan · $28M · 248 · 82nd

  • PCT $28M
  • PCT 248
  • PCT 82nd
  • PCT Other
  • PCT near Blumont, Inc. 403(b) DC Plan
  • PCT ind #2706

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 Indiana →

Project Lead the Way 403b Plan in the asset neighbourhood

Elms College Retirement Savings PlanElms College Retirement Savi…$28MProject Lead the Way 403b PlanProject Lead the Way 403b Pl…$28MBlumont, Inc. 403(b) DC Plan$28MGolden Gate National Parks Conservancy Retirement PlanGolden Gate National Parks C…$28MLegacy Lifecare 403(b) Plan$28M
End-of-year total assets ($M) among Project Lead the Way 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$28M
Net Income-$3M
Employer EIN364802935
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Project Lead the Way Inc.)

Sponsor-wide plan assets over time

All Project Lead the Way Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 47.58435168001833% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.7M $40.9M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 248 $28M
2023 1 266 $35M
2024 1 278 $41M

Nearby Other Plans in Indiana

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

Project Lead the Way 403b Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Project Lead the Way 403b Plan, Total assets ($M): 27.739489 · Participants: 248Project Lead the Way 403b PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 634.111369 · Participants: 14230Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 333.513191 · Participants: 7442Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 305.561372 · Participants: 985Butler University Retirement Plan
Project Lead the Way 403b Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Project Lead the Way 403b Plan side-by-side with 3 peers →

Project Lead the Way 403b Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Blumont, Inc. 403(b) DC Plan in VA ($28M); by covered participants it is St. Paul Academy and Summit School 403(b) DC Plan in MN (248 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (248 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.

Frequently Asked Questions

How did Project Lead the Way 403b Plan assets move in 2022? ▼
Project Lead the Way 403b Plan pulled back noticeably - down 8.5% during 2022, from $30M to $28M. Reported net income was -$3M.
How have Project Lead the Way Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Project Lead the Way Inc.'s sponsor-wide assets grew 47.6%, from $28M to $41M.
Where does Project Lead the Way 403b Plan rank by assets among Form 5500 filers? ▼
Project Lead the Way 403b Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Project Lead the Way 403b Plan? ▼
Among Other plans in other states, the closest by assets is Blumont, Inc. 403(b) DC Plan in VA ($28M, 67 participants).
Which Other plans cover a similar participant headcount to Project Lead the Way 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Paul Academy and Summit School 403(b) DC Plan in MN (248 participants, $50M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364802935.

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.