Other · DOL Form 5500 · 2023

Project Lead the Way Inc. Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
266
Participants Below avg headcount
81st
Percentile by assets National rank
$132,008
Avg per participant Near avg balance/head
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Official DOL plan name: Project Lead the Way 403b Plan · Sponsored by Project Lead the Way Inc. · Indiana · Educational Services

$35M in assets, 266 participants

Project Lead the Way Inc.'s Project Lead the Way 403b Plan reported $35M in total assets and 266 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,519 in Educational Services (3,735 peers)

Coverage in Indiana

Project Lead the Way 403b Plan covers 266 participants in Indiana, about 49% of the average Indiana filer (state average ~541 per filing). Assets: $35M.

#2,519
in Educational Services (3,735 peers)
+26.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Project Lead the Way 403b Plan's outsized position by total assets

Project Lead the Way 403b Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$35,114,168 Top 19% higher than 81% of 127,068 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 2023

Project Lead the Way 403b 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. Project Lead the Way 403b Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Project Lead the Way 403b Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Project Lead the Way 403b Plan end-of-year assets rose from $28M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Project Lead the Way 403b Plan reported participants rose from 248 in the plan year 2022 filing to 266 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364802935 · Project Lead the Way Inc. PY 2023 · Other

Project Lead the Way 403b Plan · $35M · 266 · 81st

  • TYPE $35M
  • NET 266
  • BOOK 81st
  • VS-ST Other
  • BOY near National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan
  • SCH ind #2519

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 Indiana →

Project Lead the Way 403b Plan in the asset neighbourhood

Project Lead the Way 403b PlanProject Lead the Way 403b Pl…$35MNational Bureau of Economic Research, Inc. Tax-Deferred Annuity PlanNational Bureau of Economic …$35MNational Institute of Aerospace Associates Defined Contribution and Tda PlanNational Institute of Aerosp…$35MThe Fay School Defined Contribution Retirement PlanThe Fay School Defined Contr…$35MExcelsior University Supplemental 403(b) PlanExcelsior University Supplem…$35M
End-of-year total assets ($M) among Project Lead the Way 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$35M
Net Income$7M
Employer EIN364802935
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Project Lead the Way Inc.)

Sponsor-wide plan assets over time

All Project Lead the Way Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 47.58435168001833% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.7M $40.9M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 248 $28M
2023 1 266 $35M
2024 1 278 $41M

Nearby Other Plans in Indiana

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

Project Lead the Way 403b Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants Project Lead the Way 403b Plan, Total assets ($M): 35.114168 · Participants: 266Project Lead the Way 403b PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 787.127482 · Participants: 16096Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 602.754736 · Participants: 7172Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 448.507754 · Participants: 2656Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 391.056673 · Participants: 7567Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 343.073559 · Participants: 3137Butler University Retirement Plan
Project Lead the Way 403b Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Project Lead the Way 403b Plan side-by-side with 3 peers →

Project Lead the Way 403b Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan in MA ($35M); by covered participants it is Holy Innocents' Episcopal School 403(b) Plan in GA (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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.

Frequently Asked Questions

How did Project Lead the Way 403b Plan assets move in 2023? ▼
Project Lead the Way 403b Plan grew sharply - up 26.6% during 2023, from $28M to $35M. Reported net income was $7M.
How have Project Lead the Way Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Project Lead the Way Inc.'s sponsor-wide assets grew 47.6%, from $28M to $41M.
Where does Project Lead the Way 403b Plan rank by assets among Form 5500 filers? ▼
Project Lead the Way 403b Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Project Lead the Way 403b Plan? ▼
Among Other plans in other states, the closest by assets is National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan in MA ($35M, 69 participants).
Which Other plans cover a similar participant headcount to Project Lead the Way 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Holy Innocents' Episcopal School 403(b) Plan in GA (266 participants, $60M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364802935.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.