Other · DOL Form 5500 · 2024
Lees-Mcrae College, Inc. Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $169,138
- Avg per participant Above avg balance/head
Official DOL plan name: Lees-Mcrae College 403(b) Retirement Plan · Sponsored by Lees-Mcrae College, Inc. · North Carolina · Educational Services
$16M in assets, 92 participants
Lees-Mcrae College, Inc.'s Lees-Mcrae College 403(b) Retirement Plan reported $16M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #1,739 in Educational Services (3,638 peers)
Lees-Mcrae College, Inc. multi-year trail
Lees-Mcrae College, Inc.'s plans moved +11.5% in assets from 2022 to 2024; this filing shows Lees-Mcrae College 403(b) Retirement Plan at $16M / 92 participants.
- #1,739
- in Educational Services (3,638 peers)
- +5.7%
- assets growth YoY
Lees-Mcrae College 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
Lees-Mcrae College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,560,666 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lees-Mcrae College 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lees-Mcrae College 403(b) Retirement Plan is a small filing (92 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lees-Mcrae College 403(b) Retirement Plan reported net income rose from $761K in the plan year 2023 filing to $846K in the plan year 2024 filing.
- Lees-Mcrae College 403(b) Retirement Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Lees-Mcrae College 403(b) Retirement Plan reported participants rose from 87 in the plan year 2023 filing to 92 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 560529953 · Lees-Mcrae College, Inc. PY 2024 · Other
Lees-Mcrae College 403(b) Retirement Plan · $16M · 92 · 65th
- EBSA $16M
- PART 92
- TYPE 65th
- NET Other
- BOOK near Cmh, Inc. 403(b)
- VS-ST ind #1739
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 North Carolina →
Lees-Mcrae College 403(b) Retirement Plan in the asset neighbourhood
Lees-Mcrae College, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lees-Mcrae College, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 11.516862548593041% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $14M |
| 2023 | 1 | 87 | $15M |
| 2024 | 1 | 92 | $16M |
Lees-Mcrae College, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $846K |
| Employer EIN | 560529953 |
| Plan Effective Date | 1961-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
Lees-Mcrae College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Cmh, Inc. 403(b) in NY ($16M); by covered participants it is Pia Automation US Inc 401(k) Retirement Plan in IN (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Cmh, Inc. 403(b) (NY) $16M · 274
- John Fitzgibbon Memorial Hospital Section 403b Retirement Plan (MO) $16M · 485
- Wellspring Senior Support Services 403(b) Retirement Plan (MI) $16M · 513
- Antilles School 403(b) Plan (VI) $16M · 59
Similar participant headcount
Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.
- Pia Automation US Inc 401(k) Retirement Plan (IN) 92 · 0 off
- Newberry Library DC Retirement Plan (IL) 92 · 0 off
- The Alliance Community Hospital/Ohio Nurses Association Matched Fund Retirement Plan (OH) 92 · 0 off
- Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan (MS) 92 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.