Other · DOL Form 5500 · 2023

Lake Erie College Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
241
Participants Below avg headcount
74th
Percentile by assets National rank
$90,749
Avg per participant Below avg balance/head
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Official DOL plan name: Lake Erie College Retirement Plan · Sponsored by Lake Erie College · Ohio · Educational Services

$22M in assets, 241 participants

Lake Erie College's Lake Erie College Retirement Plan reported $22M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,148 in Educational Services (3,735 peers)

Coverage in Ohio

Lake Erie College Retirement Plan covers 241 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $22M.

#2,148
in Educational Services (3,735 peers)
+1.9%
assets growth YoY

Lake Erie College Retirement Plan's outsized position by total assets

Lake Erie College Retirement Plan vs every filed plan by assets

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

$21,870,628 Top 26% higher than 74% 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 Erie College 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. Lake Erie College Retirement Plan sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lake Erie College Retirement Plan reported net income rose from -$526K in the plan year 2022 filing to $405K in the plan year 2023 filing.
  • Lake Erie College Retirement Plan reported participants rose from 221 in the plan year 2022 filing to 241 in the plan year 2023 filing.
  • Lake Erie College Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 340733165 · Lake Erie College PY 2023 · Other

Lake Erie College Retirement Plan · $22M · 241 · 74th

  • BOOK $22M
  • BOOK 241
  • BOOK 74th
  • BOOK Other
  • BOOK near The New England Center for Children, Inc. Tax Deferred Annuity Plan
  • BOOK ind #2148

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 Ohio →

Lake Erie College Retirement Plan in the asset neighbourhood

Oak Hall Private School 403(b) DC and Tda PlanOak Hall Private School 403(…$22MHope Hospice and Community Services, Inc. 403(b) PlanHope Hospice and Community S…$22MBrimmer and May School Retirement PlanBrimmer and May School Retir…$22MThe New England Center for Children, Inc. Tax Deferred Annuity PlanThe New England Center for C…$22MLake Erie College Retirement PlanLake Erie College Retirement…$22M
End-of-year total assets ($M) among Lake Erie College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$405K
Employer EIN340733165
Plan Effective Date1947-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Erie College)

Sponsor-wide plan assets over time

All Lake Erie College plans reported in each filing year

Latest sponsor-wide plan assets
$23M 7.1318274161430635% vs 2022
2024 filing year
$21M$21.5M$22M$22.5M$23M$23.5M 202220232024 $21.5M $23M ▲ +7.1%
Year Plans Participants Total Assets
2022 1 221 $21M
2023 1 241 $22M
2024 1 235 $23M

Nearby Other Plans in Ohio

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

Lake Erie College Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Lake Erie College Retirement Plan, Total assets ($B): 0.021870628 · Participants: 241Lake Erie College Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Lake Erie College Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Lake Erie College Retirement Plan side-by-side with 3 peers →

Lake Erie College Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is The New England Center for Children, Inc. Tax Deferred Annuity Plan in MA ($22M); by covered participants it is Clark Retirement Community 403(b) Savings & in MI (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Erie College Retirement Plan assets move in 2023? ▼
Lake Erie College Retirement Plan edged up modestly - up 1.9% during 2023, from $21M to $22M. Reported net income was $405K.
How have Lake Erie College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Erie College's sponsor-wide assets grew 7.1%, from $21M to $23M.
Which Other plans are similar in size to Lake Erie College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The New England Center for Children, Inc. Tax Deferred Annuity Plan in MA ($22M, 430 participants).
Which Other plans cover a similar participant headcount to Lake Erie College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Clark Retirement Community 403(b) Savings & in MI (241 participants, N/A 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 340733165.

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.