Other · DOL Form 5500 · 2023
Leadingage, Inc. Retirement Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 122
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $309,659
- Avg per participant High balance/head
Official DOL plan name: Leadingage, Inc. Section 403(b) Savings and Retirement Plan · Sponsored by Leadingage, Inc. · District of Columbia · Other Services
$38M in assets, 122 participants
Leadingage, Inc.'s Leadingage, Inc. Section 403(b) Savings and Retirement Plan reported $38M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #7,207 in Other Services (7,857 peers)
Coverage in District of Columbia
Leadingage, Inc. Section 403(b) Savings and Retirement Plan covers 122 participants in District of Columbia, about 8% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $38M.
- #7,207
- in Other Services (7,857 peers)
- +9.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Leadingage, Inc. Section 403(b) Savings and Retirement Plan's outsized position by total assets
Leadingage, Inc. Section 403(b) Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$37,778,371 Top 18% higher than 82% 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
Leadingage, Inc. Section 403(b) Savings and Retirement 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. Leadingage, Inc. Section 403(b) Savings and Retirement Plan sits mid-pack in the medium band (122 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Leadingage, Inc. Section 403(b) Savings and Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Leadingage, Inc. Section 403(b) Savings and Retirement Plan reported participants rose from 106 in the plan year 2022 filing to 122 in the plan year 2023 filing.
- Leadingage, Inc. Section 403(b) Savings and Retirement Plan end-of-year assets rose from $34M in the plan year 2022 filing to $38M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 136213525 · Leadingage, Inc. PY 2023 · Other
Leadingage, Inc. Section 403(b) Savings and Retirement Plan · $38M · 122 · 82nd
- NET $38M
- BOOK 122
- VS-ST 82nd
- BOY Other
- SCH near The Fenn School Tda and Retirement Plan
- EBSA ind #7207
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 Other Services retirement plans → · Plans in District of Columbia →
Leadingage, Inc. Section 403(b) Savings and Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $3M |
| Employer EIN | 136213525 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Leadingage, Inc.)
Sponsor-wide plan assets over time
All Leadingage, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 19.91574713971361% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $34M |
| 2023 | 1 | 122 | $38M |
| 2024 | 1 | 120 | $41M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- American University Defined Contribution Retirement Plan $1.3B · 2,668
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
Leadingage, Inc. Section 403(b) Savings and Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is The Fenn School Tda and Retirement Plan in MA ($38M); by covered participants it is Port Newark Maintenance & Repair 401(k) Plan in AZ (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.
- Port Newark Maintenance & Repair 401(k) Plan (AZ) 122 · 0 off
- The Roeper School Savings and Match Plan (MI) 122 · 0 off
- Association of Graduates Retirement Savings Plan (NY) 122 · 0 off
- The Santa Fe Opera's Retirement Plan (NM) 122 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.