Other · DOL Form 5500 · 2022
Lee University Retirement Plan
Data updated 2026-08-11
- $56M
- Total assets
- 800
- Participants
- 89th
- Percentile by assets
- $69,429
- Avg per participant
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.
- 89th percentile by assets (of 139,126 plans)
- #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.
- $56M
- total plan assets (2022 EOY)
- 800
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $69,429
- avg assets per participant
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.
Where Lee University Defined Contribution Retirement Pla sits 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 vs the 2022 asset distribution
By assets, Lee University Defined Contribution Retirement Pla outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
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)
| 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Lee University Defined Contribution Retirement Pla by total assets, not by location.
Frequently Asked Questions
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Ways to act on Lee University Defined Contribution Retirement Pla's numbers.
- By total assets, Lee University Defined Contribution Retirement Pla ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Tennessee. Compare plans
- Lee University's sponsor-wide assets have grown 19.8% since 2022 across 3 plan years on file. More Educational Services plans