Other · DOL Form 5500 · 2022
Lee University Retirement Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 800
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $69,429
- Avg per participant Below avg balance/head
Official DOL plan name: Lee University Defined Contribution Retirement Pla · Sponsored by Lee University · Tennessee · Educational Services
$56M in assets, 800 participants
Lee University's Lee University Defined Contribution Retirement Pla reported $56M in total assets and 800 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #3,194 in Educational Services (4,024 peers)
Where Lee University Defined Contribution Retirement Pla sits by assets
Lee University Defined Contribution Retirement Pla sits in the top quartile of all filed plans by assets, $56M for 800 participants (~$69,429/participant), down 15.0% in 2022.
- #3,194
- in Educational Services (4,024 peers)
- -15.0%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lee University Defined Contribution Retirement Pla's outsized position by total assets
Lee University Defined Contribution Retirement Pla vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$55,542,836 Top 11% higher than 89% 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
Lee University Defined Contribution Retirement Pla 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. Lee University Defined Contribution Retirement Pla sits mid-pack in the medium band (800 participants).
Plan-year Form 5500 strip
Filing strip 620502739 · Lee University PY 2022 · Other
Lee University Defined Contribution Retirement Pla · $56M · 800 · 89th
- PCT $56M
- EIN 800
- RANK 89th
- PHOTO Other
- IND near Insurance Institute for Highway Safety Retirement Plan
- EOY ind #3194
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 →
Lee University Defined Contribution Retirement Pla in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | -$10M |
| Employer EIN | 620502739 |
| Plan Effective Date | 1971-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lee University)
Sponsor-wide plan assets over time
All Lee University plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 19.7964882455768% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 800 | $56M |
| 2023 | 1 | 776 | $63M |
| 2024 | 1 | 707 | $67M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $3.4B · 28,507
- Vanderbilt University Retirement Plan $2.1B · 6,874
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $919M · 4,892
- Ballad Health 403(b) Plan $517M · 11,477
- Southeastern Carpenters and Millwrights Pension Plan $468M · 9,451
Lee University Defined Contribution Retirement Pla's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Insurance Institute for Highway Safety Retirement Plan in VA ($56M); by covered participants it is Birch Family Services 403(b) Retirement Savings Plan in NY (799 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (800 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.