Other · DOL Form 5500 · 2023

Lake Highland Preparatory School Retirement Plan

Data updated 2026-08-11

$36M
Total assets
384
Participants
82nd
Percentile by assets
$94,796
Avg per participant
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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.

  • 82nd percentile by assets (of 127,072 plans)
  • #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.

$36M
total plan assets (2023 EOY)
384
covered participants
82nd
percentile by assets (of 127,072 plans)
$94,796
avg assets per participant

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 →

State

Lake Highland Preparatory School 403(b) Plan vs the 2023 asset distribution

By assets, Lake Highland Preparatory School 403(b) Plan outranks 82% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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)

$50M$60M$70M$80M 202220232024 $55.7M $73.4M â–² +31.7%
Total plan assets by year, all Lake Highland Preparatory School plans on file
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

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 Prepar…Baptist Health South…University of Miami …Orlando Health Retir…Defined Contribution…The Nemours Foundati…
Lake Highland Preparatory School 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Lake Highland Preparatory School 403(b) Plan by total assets, not by location.

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).

Next read for Lake Highland Preparatory School 403(b) …

Scale reading

Ways to act on Lake Highland Preparatory School 403(b) Plan's numbers.