Other · DOL Form 5500 · 2023
Lee University Retirement Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 776
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $81,399
- Avg per participant Below avg balance/head
Official DOL plan name: Lee University Defined Contribution Retirement Pla · Sponsored by Lee University · Tennessee · Educational Services
$63M in assets, 776 participants
Lee University's Lee University Defined Contribution Retirement Pla reported $63M in total assets and 776 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #2,915 in Educational Services (3,735 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, $63M for 776 participants (~$81,399/participant), up 13.7% in 2023.
- #2,915
- in Educational Services (3,735 peers)
- +13.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Lee University Defined Contribution Retirement Pla's outsized position by total assets
Lee University Defined Contribution Retirement Pla vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$63,165,612 Top 12% higher than 88% 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
Lee University Defined Contribution Retirement Pla 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. Lee University Defined Contribution Retirement Pla sits mid-pack in the medium band (776 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lee University Defined Contribution Retirement Pla reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Lee University Defined Contribution Retirement Pla end-of-year assets rose from $56M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- Lee University Defined Contribution Retirement Pla reported participants fell from 800 in the plan year 2022 filing to 776 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 620502739 · Lee University PY 2023 · Other
Lee University Defined Contribution Retirement Pla · $63M · 776 · 88th
- ASSETS $63M
- ASSETS 776
- ASSETS 88th
- ASSETS Other
- ASSETS near Institute for Advanced Study Tax Deferred Annuity Plan
- ASSETS ind #2915
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 Tennessee →
Lee University Defined Contribution Retirement Pla in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $8M |
| Employer EIN | 620502739 |
| Plan Effective Date | 1971-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lee University)
Sponsor-wide plan assets over time
All Lee University plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 19.7964882455768% vs 2022
- 2024 filing year
| 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 $4.1B · 30,220
- Vanderbilt University Retirement Plan $2.3B · 6,887
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
- Ballad Health 403(b) Plan $616M · 11,769
- Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882
Lee University Defined Contribution Retirement Pla's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Institute for Advanced Study Tax Deferred Annuity Plan in NJ ($63M); by covered participants it is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (776 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Institute for Advanced Study Tax Deferred Annuity Plan (NJ) $63M · 132
- Brenau University 403(b) Defined Contribution Plan (GA) $63M · 372
- University of Mary Employee Retirement Plan (ND) $63M · 449
- Bozeman Health 403(b) Plan (MT) $63M · 2,524
Similar participant headcount
Nearest other-state filings by covered participants (776 participants); asset peers above are excluded.
- The Kennedy Center, Inc. 403(b) Retirement Plan (CT) 776 · 0 off
- Morehouse School of Medicine 403(b) Plan (GA) 776 · 0 off
- Christian Academy School System 403(b) Plan (KY) 775 · 1 off
- Oriana House, Inc. 403(b) Retirement Plan (OH) 781 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.