Other · DOL Form 5500 · 2022

Lake Ridge Academy Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
103
Participants Small participant base
74th
Percentile by assets National rank
$159,141
Avg per participant Above avg balance/head
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Official DOL plan name: Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan · Sponsored by Lake Ridge Academy · Ohio · Educational Services

$16M in assets, 103 participants

Lake Ridge Academy's Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan reported $16M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,285 in Educational Services (4,024 peers)

Coverage in Ohio

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan covers 103 participants in Ohio, about 13% of the average Ohio filer (state average ~765 per filing). Assets: $16M.

#2,285
in Educational Services (4,024 peers)
+9.6%
assets growth YoY

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan's outsized position by total assets

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan vs every filed plan by assets

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

$16,391,491 Top 26% higher than 74% 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

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution 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. Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan sits mid-pack in the medium band (103 participants).

Published 5500 schedule card

Filing strip 346519833 · Lake Ridge Academy PY 2022 · Other

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan · $16M · 103 · 74th

  • RANK $16M
  • RANK 103
  • RANK 74th
  • RANK Other
  • RANK near Riverside Military Academy, Inc. Defined Contribution Retirement Plan
  • RANK ind #2285

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 Ohio →

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan in the asset neighbourhood

Oslc & Odi 403b Plan$16MGeorge Eastman Museum Retirement PlanGeorge Eastman Museum Retire…$16MLake Ridge Academy Tax Deferred Annuity and Defined Contribution PlanLake Ridge Academy Tax Defer…$16MRiverside Military Academy, Inc. Defined Contribution Retirement PlanRiverside Military Academy, …$16MParker Health Group, Inc. 403(b) Tda PlanParker Health Group, Inc. 40…$16M
End-of-year total assets ($M) among Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN346519833
Plan Effective Date1969-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Ridge Academy)

Sponsor-wide plan assets over time

All Lake Ridge Academy plans reported in each filing year

Latest sponsor-wide plan assets
$17M 5.7415155216813405% vs 2022
2024 filing year
$16M$16.5M$17M$17.5M$18M 202220232024 $16.4M $17.3M ▲ +5.7%
Year Plans Participants Total Assets
2022 1 103 $16M
2023 1 105 $18M
2024 1 74 $17M

Nearby Other Plans in Ohio

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

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan, Total assets ($B): 0.016391491 · Participants: 103Lake Ridge Academy Tax Deferred Annuity and Defined Contribution PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan vs. nearby Other plans in Ohio, assets vs. participants

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Riverside Military Academy, Inc. Defined Contribution Retirement Plan in GA ($16M); by covered participants it is Food & Water Watch 403(b) Retirement Plan in DC (103 participants). Same-state nearby plans are listed separately above.

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 Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan assets move in 2022?
Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan grew at a solid clip - up 9.6% during 2022, from $15M to $16M. Reported net income was $1M.
How have Lake Ridge Academy plan assets changed over time?
Across 3 plan years on file (2022-2024), Lake Ridge Academy's sponsor-wide assets grew 5.7%, from $16M to $17M.
Which Other plans are similar in size to Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan?
Among Other plans in other states, the closest by assets is Riverside Military Academy, Inc. Defined Contribution Retirement Plan in GA ($16M, 151 participants).
Which Other plans cover a similar participant headcount to Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan?
Among Other plans in other states, the closest by covered participants is Food & Water Watch 403(b) Retirement Plan in DC (103 participants, $10M in assets).