Other · DOL Form 5500 · 2024
Lee University Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 707
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $94,114
- Avg per participant Below avg balance/head
Official DOL plan name: Lee University Defined Contribution Retirement Pla · Sponsored by Lee University · Tennessee · Educational Services
$67M in assets, 707 participants
Lee University's Lee University Defined Contribution Retirement Pla reported $67M in total assets and 707 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #2,796 in Educational Services (3,638 peers)
Where Lee University Defined Contribution Retirement Pla sits by assets
Lee University Defined Contribution Retirement Pla sits in the top quartile of all filed plans by assets, $67M for 707 participants (~$94,114/participant), up 5.3% in 2024.
- #2,796
- in Educational Services (3,638 peers)
- +5.3%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Lee University Defined Contribution Retirement Pla's outsized position by total assets
Lee University Defined Contribution Retirement Pla vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$66,538,367 Top 13% higher than 87% 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
Lee University Defined Contribution Retirement Pla 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. Lee University Defined Contribution Retirement Pla sits mid-pack in the medium band (707 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lee University Defined Contribution Retirement Pla reported net income fell from $8M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Lee University Defined Contribution Retirement Pla reported participants fell from 776 in the plan year 2023 filing to 707 in the plan year 2024 filing.
- Lee University Defined Contribution Retirement Pla end-of-year assets rose from $63M in the plan year 2023 filing to $67M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 620502739 · Lee University PY 2024 · Other
Lee University Defined Contribution Retirement Pla · $67M · 707 · 87th
- ASSETS $67M
- ASSETS 707
- ASSETS 87th
- ASSETS Other
- ASSETS near Guide Dogs for the Blind, Inc. 403(b) Plan
- ASSETS ind #2796
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 Tennessee →
Lee University Defined Contribution Retirement Pla in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $3M |
| Employer EIN | 620502739 |
| Plan Effective Date | 1971-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lee University)
Sponsor-wide plan assets over time
All Lee University plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 19.7964882455768% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 800 | $56M |
| 2023 | 1 | 776 | $63M |
| 2024 | 1 | 707 | $67M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.7B · 31,810
- Vanderbilt University Retirement Plan $2.5B · 7,926
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.3B · 6,588
- Ballad Health 403(b) Plan $731M · 12,134
- Dialysis Clinic, Inc. Thrift Plan $446M · 5,578
Lee University Defined Contribution Retirement Pla's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Guide Dogs for the Blind, Inc. 403(b) Plan in CA ($67M); by covered participants it is Goodwill of Greater Washington Tax Deferred Annuity Plan in DC (707 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Guide Dogs for the Blind, Inc. 403(b) Plan (CA) $67M · 354
- Castilleja School Foundation DC Plan (CA) $67M · 131
- Brooks School DC Retirement Plan (MA) $67M · 167
- Winsor School 403b Plan (MA) $66M · 126
Similar participant headcount
Nearest other-state filings by covered participants (707 participants); asset peers above are excluded.
- Goodwill of Greater Washington Tax Deferred Annuity Plan (DC) 707 · 0 off
- San Diego Humane Society and S.P.C.a. Retirement Plan (CA) 707 · 0 off
- St. Croix Regional Medical Center 403(b) Plan (WI) 708 · 1 off
- Riseboro 403(b) Plan (NY) 708 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.