Other · DOL Form 5500 · 2023

Lake Highland Preparatory School Retirement Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
384
Participants Below avg headcount
82nd
Percentile by assets National rank
$94,796
Avg per participant Below avg balance/head
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Official DOL plan name: Lake Highland Preparatory School 403(b) Plan · Sponsored by Lake Highland Preparatory School · Florida · Educational Services

$36M in assets, 384 participants

Lake Highland Preparatory School's Lake Highland Preparatory School 403(b) Plan reported $36M in total assets and 384 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.

  • #2,535 in Educational Services (3,735 peers)

Where Lake Highland Preparatory School 403(b) Plan sits by assets

Lake Highland Preparatory School 403(b) Plan sits in the top quartile of all filed plans by assets, $36M for 384 participants (~$94,796/participant), up 17.2% in 2023.

#2,535
in Educational Services (3,735 peers)
+17.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lake Highland Preparatory School 403(b) Plan's outsized position by total assets

Lake Highland Preparatory School 403(b) Plan vs every filed plan by assets

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

$36,401,659 Top 18% higher than 82% 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

Lake Highland Preparatory School 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. Lake Highland Preparatory School 403(b) Plan sits mid-pack in the medium band (384 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lake Highland Preparatory School 403(b) Plan reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lake Highland Preparatory School 403(b) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Lake Highland Preparatory School 403(b) Plan reported participants rose from 372 in the plan year 2022 filing to 384 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 590624431 · Lake Highland Preparatory School PY 2023 · Other

Lake Highland Preparatory School 403(b) Plan · $36M · 384 · 82nd

  • BOY $36M
  • BOY 384
  • BOY 82nd
  • BOY Other
  • BOY near The Branson School DC Retirement Plan
  • BOY ind #2535

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 Florida →

Lake Highland Preparatory School 403(b) Plan in the asset neighbourhood

Alliant Health Solutions, Inc. 403(b) PlanAlliant Health Solutions, In…$36MThe Hamlin School Retirement PlanThe Hamlin School Retirement…$36MLake Highland Preparatory School 403(b) PlanLake Highland Preparatory Sc…$36MThe Branson School DC Retirement PlanThe Branson School DC Retire…$36MGreat Plains Health Alliance Tax Deferred Annuity PlanGreat Plains Health Alliance…$36M
End-of-year total assets ($M) among Lake Highland Preparatory School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$36M
Net Income$5M
Employer EIN590624431
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Highland Preparatory School)

Sponsor-wide plan assets over time

All Lake Highland Preparatory School plans reported in each filing year

Latest sponsor-wide plan assets
$73M 31.729590290288613% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.7M $73.4M ▲ +31.7%
Year Plans Participants Total Assets
2022 2 697 $56M
2023 2 737 $65M
2024 2 723 $73M

Nearby Other Plans in Florida

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

Lake Highland Preparatory School 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Lake Highland Preparatory School 403(b) Plan, Total assets ($B): 0.036401659 · Participants: 384Lake Highland Preparatory School 403(b) PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Lake Highland Preparatory School 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Lake Highland Preparatory School 403(b) Plan side-by-side with 3 peers →

Lake Highland Preparatory School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is The Branson School DC Retirement Plan in CA ($36M); by covered participants it is Charlotte Country Day School Retirement Plan in NC (384 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (384 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 Lake Highland Preparatory School 403(b) Plan assets move in 2023? ▼
Lake Highland Preparatory School 403(b) Plan grew sharply - up 17.2% during 2023, from $31M to $36M. Reported net income was $5M.
How have Lake Highland Preparatory School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Highland Preparatory School's sponsor-wide assets grew 31.7%, from $56M to $73M.
Where does Lake Highland Preparatory School 403(b) Plan rank by assets among Form 5500 filers? ▼
Lake Highland Preparatory School 403(b) Plan ranks in the 82nd 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 Lake Highland Preparatory School 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Branson School DC Retirement Plan in CA ($36M, 94 participants).
Which Other plans cover a similar participant headcount to Lake Highland Preparatory School 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Charlotte Country Day School Retirement Plan in NC (384 participants, $82M 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 590624431.

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.