Other · DOL Form 5500 · 2024

Lieber Institute, Inc. Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
118
Participants Small participant base
68th
Percentile by assets National rank
$150,694
Avg per participant Above avg balance/head
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Official DOL plan name: Lieber Institute, Inc. 403(b) Plan · Sponsored by Lieber Institute, Inc. · Maryland · Professional & Technical Services

$18M in assets, 118 participants

Lieber Institute, Inc.'s Lieber Institute, Inc. 403(b) Plan reported $18M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,546 in Professional & Technical Services (20,173 peers)

Coverage in Maryland

Lieber Institute, Inc. 403(b) Plan covers 118 participants in Maryland, about 13% of the average Maryland filer (state average ~929 per filing). Assets: $18M.

#13,546
in Professional & Technical Services (20,173 peers)
+24.6%
assets growth YoY

Lieber Institute, Inc. 403(b) Plan's outsized position by total assets

Lieber Institute, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,781,833 Top 32% higher than 68% of 123,620 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 2024

Lieber Institute, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lieber Institute, Inc. 403(b) Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lieber Institute, Inc. 403(b) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Lieber Institute, Inc. 403(b) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Lieber Institute, Inc. 403(b) Plan reported participants fell from 121 in the plan year 2023 filing to 118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 263690883 · Lieber Institute, Inc. PY 2024 · Other

Lieber Institute, Inc. 403(b) Plan · $18M · 118 · 68th

  • PART $18M
  • PART 118
  • PART 68th
  • PART Other
  • PART near San Diego Blood Bank 403(b) Plan
  • PART ind #13546

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 Professional & Technical Services retirement plans → · Plans in Maryland →

Lieber Institute, Inc. 403(b) Plan in the asset neighbourhood

Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings PlanVisiting Nurse Association o…$18MBayhealth Medical Center, Inc. Tax-Deferred Annuity PlanBayhealth Medical Center, In…$18MLieber Institute, Inc. 403(b) PlanLieber Institute, Inc. 403(b…$18MSan Diego Blood Bank 403(b) PlanSan Diego Blood Bank 403(b) …$18MMorehouse College Tax Deferred Annuity PlanMorehouse College Tax Deferr…$18M
End-of-year total assets ($M) among Lieber Institute, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN263690883
Plan Effective Date2011-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lieber Institute, Inc.)

Sponsor-wide plan assets over time

All Lieber Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 60.90064124692562% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $11.1M $17.8M ▲ +60.9%
Year Plans Participants Total Assets
2022 1 117 $11M
2023 1 121 $14M
2024 1 118 $18M

Nearby Other Plans in Maryland

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

Lieber Institute, Inc. 403(b) Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Lieber Institute, Inc. 403(b) Plan, Total assets ($B): 0.017781833 · Participants: 118Lieber Institute, Inc. 403(b) PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 8.794780748 · Participants: 25833Johns Hopkins University 403(b) PlanMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 3.45522718 · Participants: 32983Medstar Health, Inc. Retirement Savings PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.989165017 · Participants: 9501The Johns Hopkins University Applied Physics Laboratory Pension Plan BHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.966847116 · Participants: 2666Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.67790317 · Participants: 18810Johns Hopkins Health System Corporation 403(b) Plan
Lieber Institute, Inc. 403(b) Plan vs. nearby Other plans in Maryland, assets vs. participants

Lieber Institute, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is San Diego Blood Bank 403(b) Plan in CA ($18M); by covered participants it is Preferred Home Services, LLC in SC (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lieber Institute, Inc. 403(b) Plan assets move in 2024?
Lieber Institute, Inc. 403(b) Plan grew sharply - up 24.6% during 2024, from $14M to $18M. Reported net income was $4M.
How have Lieber Institute, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lieber Institute, Inc.'s sponsor-wide assets grew 60.9%, from $11M to $18M.
Which Other plans are similar in size to Lieber Institute, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is San Diego Blood Bank 403(b) Plan in CA ($18M, 332 participants).
Which Other plans cover a similar participant headcount to Lieber Institute, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Preferred Home Services, LLC in SC (118 participants, N/A in assets).