Other · DOL Form 5500 · 2023
Lees-Mcrae College, Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 87
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $169,136
- Avg per participant Above avg balance/head
Official DOL plan name: Lees-Mcrae College 403(b) Retirement Plan · Sponsored by Lees-Mcrae College, Inc. · North Carolina · Educational Services
$15M in assets, 87 participants
Lees-Mcrae College, Inc.'s Lees-Mcrae College 403(b) Retirement Plan reported $15M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #1,839 in Educational Services (3,735 peers)
Lees-Mcrae College, Inc. multi-year trail
Lees-Mcrae College, Inc.'s plans moved +11.5% in assets from 2022 to 2024; this filing shows Lees-Mcrae College 403(b) Retirement Plan at $15M / 87 participants.
- #1,839
- in Educational Services (3,735 peers)
- +5.5%
- assets growth YoY
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 2023 · DOL Form 5500
$14,714,806 Top 33% higher than 67% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lees-Mcrae College 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lees-Mcrae College 403(b) Retirement Plan is a small filing (87 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lees-Mcrae College 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $761K in the plan year 2023 filing.
- Lees-Mcrae College 403(b) Retirement Plan reported participants fell from 119 in the plan year 2022 filing to 87 in the plan year 2023 filing.
- Lees-Mcrae College 403(b) Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 560529953 · Lees-Mcrae College, Inc. PY 2023 · Other
Lees-Mcrae College 403(b) Retirement Plan · $15M · 87 · 67th
- PHOTO $15M
- PHOTO 87
- PHOTO 67th
- PHOTO Other
- PHOTO near 403(b) Thrift Plan of Yakima Neighborhood Health Services
- PHOTO ind #1839
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
Lees-Mcrae College, Inc. multi-year asset trail
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 |
Lees-Mcrae College, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $761K |
| Employer EIN | 560529953 |
| Plan Effective Date | 1961-09-01 |
| Filing Status | FILING RECEIVED |
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 $9.0B · 44,809
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
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 403(b) Thrift Plan of Yakima Neighborhood Health Services in WA ($15M); by covered participants it is Montgomery Child Care Association 403(b) DC Plan in MD (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- 403(b) Thrift Plan of Yakima Neighborhood Health Services (WA) $15M · 335
- Intellisurvey 401(k) Plan (CA) $15M · 128
- Methodist Theological School DC (OH) $15M · 116
- Education Commission of the States 403(b) DC Plan (CO) $15M · 36
Similar participant headcount
Nearest other-state filings by covered participants (87 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.