Other · DOL Form 5500 · 2023

Lee Montessori Public Charter School Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 101
Participants Small participant base: 27th
Percentile by assets National rank: $14,191
Avg per participant Low balance/head

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Official DOL plan name: Lee Montessori Public Charter School 403(b) Plan · Sponsored by Lee Montessori Public Charter School · District of Columbia · Educational Services

$1M in assets, 101 participants

Lee Montessori Public Charter School's Lee Montessori Public Charter School 403(b) Plan reported $1M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

#645 in Educational Services (3,735 peers)

Coverage in District of Columbia

Lee Montessori Public Charter School 403(b) Plan covers 101 participants in District of Columbia, about 7% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $1M.

#645
in Educational Services (3,735 peers): +6.0%
assets growth YoY

Lee Montessori Public Charter School 403(b) Plan among the smaller filed plans by assets

Lee Montessori Public Charter School 403(b) Plan vs every filed plan by assets

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

$1,433,282 27th percentile higher than 27% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lee Montessori Public Charter School 403(b) 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. Lee Montessori Public Charter School 403(b) Plan sits mid-pack in the medium band (101 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 454726453 · Lee Montessori Public Charter School PY 2023 · Other

Lee Montessori Public Charter School 403(b) Plan · $1M · 101 · 27th

ASSETS $1M
PCT 101
EIN 27th
RANK Other
PHOTO near Bello Machre, Inc 403(b) Plan
IND ind #645

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 District of Columbia →

End-of-year total assets ($M) among Lee Montessori Public Charter School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$81K
Employer EIN	454726453
Plan Effective Date	2014-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lee Montessori Public Charter School)

Latest sponsor-wide plan assets: $2M 24.112979860208945% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	101	$1M
2024	1	92	$2M

Nearby Other Plans in District of Columbia

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

Lee Montessori Public Charter School 403(b) Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
American University Defined Contribution Retirement Plan $1.3B · 2,668
Howard University Savings Plan $1.1B · 6,611
Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030

Compare Lee Montessori Public Charter School 403(b) Plan side-by-side with 3 peers →

Lee Montessori Public Charter School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Bello Machre, Inc 403(b) Plan in MD ($1M); by covered participants it is Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan in NC (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Bello Machre, Inc 403(b) Plan (MD) $1M · 397
Communities in Schools of Jacksonville, Inc. Tax Deferred Annuity Plan (FL) $1M · 69
Welch, Bruun & Green Profit Sharing Plan and Trust (OR) $1M · 5
403(b) Thrift Plan of Jewish Family Home Care, Inc. (FL) $1M · 487

Similar participant headcount

Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.

Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan (NC) 101 · 0 off
Maine Public Broadcasting Corporation 403b Retirement Plan (ME) 101 · 0 off
The Gary Sanitary District (IN) 101 · 0 off
Lake Sunapee Home Care and Hospice ERISA 403b Plan (NH) 101 · 0 off

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 Lee Montessori Public Charter School 403(b) Plan assets move in 2023? ▼

Lee Montessori Public Charter School 403(b) Plan grew at a solid clip - up 6.0% during 2023, from $1M to $1M. Reported net income was $81K.

How have Lee Montessori Public Charter School plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Lee Montessori Public Charter School's sponsor-wide assets grew 24.1%, from $1M to $2M.

Which Other plans are similar in size to Lee Montessori Public Charter School 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Bello Machre, Inc 403(b) Plan in MD ($1M, 397 participants).

Which Other plans cover a similar participant headcount to Lee Montessori Public Charter School 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan in NC (101 participants, $7M 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 454726453.