Other · DOL Form 5500 · 2023

Lake Ridge Academy Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
105
Participants Small participant base
70th
Percentile by assets National rank
$169,384
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan · Sponsored by Lake Ridge Academy · Ohio · Educational Services

$18M in assets, 105 participants

Lake Ridge Academy's Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan reported $18M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #1,983 in Educational Services (3,735 peers)

Coverage in Ohio

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan covers 105 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $18M.

#1,983
in Educational Services (3,735 peers)
+8.5%
assets growth YoY

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan's outsized position by total assets

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan vs every filed plan by assets

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

$17,785,306 Top 30% higher than 70% 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 Ridge Academy Tax Deferred Annuity and Defined Contribution 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 Ridge Academy Tax Deferred Annuity and Defined Contribution Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan reported participants rose from 103 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 346519833 · Lake Ridge Academy PY 2023 · Other

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan · $18M · 105 · 70th

  • EBSA $18M
  • EBSA 105
  • EBSA 70th
  • EBSA Other
  • EBSA near The Hole in the Wall Gang Fund, Inc. 403(b) DC Plan
  • EBSA ind #1983

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 Ridge Academy Tax Deferred Annuity and Defined Contribution Plan in the asset neighbourhood

Union College Retirement Plan$18MLake Ridge Academy Tax Deferred Annuity and Defined Contribution PlanLake Ridge Academy Tax Defer…$18MThe Hole in the Wall Gang Fund, Inc. 403(b) DC PlanThe Hole in the Wall Gang Fu…$18MSacramento Country Day School$18M403(b) Thrift Plan of Pathpoint403(b) Thrift Plan of Pathpo…$18M
End-of-year total assets ($M) among Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN346519833
Plan Effective Date1969-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Ridge Academy)

Sponsor-wide plan assets over time

All Lake Ridge Academy plans reported in each filing year

Latest sponsor-wide plan assets
$17M 5.7415155216813405% vs 2022
2024 filing year
$16M$16.5M$17M$17.5M$18M 202220232024 $16.4M $17.3M ▲ +5.7%
Year Plans Participants Total Assets
2022 1 103 $16M
2023 1 105 $18M
2024 1 74 $17M

Nearby Other Plans in Ohio

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

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan, Total assets ($B): 0.017785306 · Participants: 105Lake Ridge Academy Tax Deferred Annuity and Defined Contribution 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 Ridge Academy Tax Deferred Annuity and Defined Contribution Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan side-by-side with 3 peers →

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is The Hole in the Wall Gang Fund, Inc. 403(b) DC Plan in CT ($18M); by covered participants it is Trinity Christian Academy Defined Contribution Plan- in TN (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Ridge Academy Tax Deferred Annuity and Defined Contribution Plan assets move in 2023? ▼
Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan grew at a solid clip - up 8.5% during 2023, from $16M to $18M. Reported net income was $1M.
How have Lake Ridge Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Ridge Academy's sponsor-wide assets grew 5.7%, from $16M to $17M.
Which Other plans are similar in size to Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is The Hole in the Wall Gang Fund, Inc. 403(b) DC Plan in CT ($18M, 89 participants).
Which Other plans cover a similar participant headcount to Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Trinity Christian Academy Defined Contribution Plan- in TN (105 participants, $3M 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 346519833.

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.