Other · DOL Form 5500 · 2023
Lieber Institute, Inc. Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 121
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $117,983
- Avg per participant Below avg balance/head
Official DOL plan name: Lieber Institute, Inc. 403(b) Plan · Sponsored by Lieber Institute, Inc. · Maryland · Professional & Technical Services
$14M in assets, 121 participants
Lieber Institute, Inc.'s Lieber Institute, Inc. 403(b) Plan reported $14M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #13,309 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
Lieber Institute, Inc. 403(b) Plan covers 121 participants in Maryland, about 13% of the average Maryland filer (state average ~929 per filing). Assets: $14M.
- #13,309
- in Professional & Technical Services (20,321 peers)
- +29.2%
- assets growth YoY
Lieber Institute, Inc. 403(b) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Lieber Institute, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,275,953 Top 34% higher than 66% 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
Lieber Institute, Inc. 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lieber Institute, Inc. 403(b) Plan sits mid-pack in the medium band (121 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lieber Institute, Inc. 403(b) Plan reported net income rose from -$271K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Lieber Institute, Inc. 403(b) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Lieber Institute, Inc. 403(b) Plan reported participants rose from 117 in the plan year 2022 filing to 121 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 263690883 · Lieber Institute, Inc. PY 2023 · Other
Lieber Institute, Inc. 403(b) Plan · $14M · 121 · 66th
- BOOK $14M
- VS-ST 121
- BOY 66th
- SCH Other
- EBSA near New England Historic Genealogical Society Defined Contribution Plan
- PART ind #13309
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 Professional & Technical Services retirement plans → · Plans in Maryland →
Lieber Institute, Inc. 403(b) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 263690883 |
| Plan Effective Date | 2011-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lieber Institute, Inc.)
Sponsor-wide plan assets over time
All Lieber Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 60.90064124692562% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $11M |
| 2023 | 1 | 121 | $14M |
| 2024 | 1 | 118 | $18M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $7.8B · 25,369
- Medstar Health, Inc. Retirement Savings Plan $3.0B · 31,642
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.7B · 9,305
- Howard Hughes Medical Institute Retirement Savings Plan $1.8B · 2,154
- Johns Hopkins Health System Corporation 403(b) Plan $1.4B · 17,639
Lieber Institute, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is New England Historic Genealogical Society Defined Contribution Plan in MA ($14M); by covered participants it is Canterbury School, Inc. 403(b) Retirement Plan in FL (121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.
- Canterbury School, Inc. 403(b) Retirement Plan (FL) 121 · 0 off
- Lisner-Louise-Dickson-Hurt Home 403 (B) Plan (DC) 121 · 0 off
- Piedmont Community Actions, Inc. 403(b) Plan (SC) 121 · 0 off
- 403(b) Thrift Plan of Human Development Commission (MI) 121 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.