Other · DOL Form 5500 · 2024
Lee Montessori Public Charter School Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $19,336
- Avg per participant Low balance/head
Official DOL plan name: Lee Montessori Public Charter School 403(b) Plan · Sponsored by Lee Montessori Public Charter School · District of Columbia · Educational Services
$2M in assets, 92 participants
Lee Montessori Public Charter School's Lee Montessori Public Charter School 403(b) Plan reported $2M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #628 in Educational Services (3,638 peers)
Lee Montessori Public Charter School multi-year trail
Lee Montessori Public Charter School's plans moved +24.1% in assets from 2023 to 2024; this filing shows Lee Montessori Public Charter School 403(b) Plan at $2M / 92 participants.
- #628
- in Educational Services (3,638 peers)
- +24.1%
- 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 2024 · DOL Form 5500
$1,778,889 28th percentile higher than 28% 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 Montessori Public Charter School 403(b) 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. Lee Montessori Public Charter School 403(b) 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
- Lee Montessori Public Charter School 403(b) Plan reported net income rose from $81K in the plan year 2023 filing to $344K in the plan year 2024 filing.
- Lee Montessori Public Charter School 403(b) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Lee Montessori Public Charter School 403(b) Plan reported participants fell from 101 in the plan year 2023 filing to 92 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 454726453 · Lee Montessori Public Charter School PY 2024 · Other
Lee Montessori Public Charter School 403(b) Plan · $2M · 92 · 28th
- PART $2M
- TYPE 92
- NET 28th
- BOOK Other
- VS-ST near Tiaa-Cref Retirement Plan for Staff of the Center for Hearing and Speech
- BOY ind #628
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 →
Lee Montessori Public Charter School 403(b) Plan in the asset neighbourhood
Lee Montessori Public Charter School multi-year asset trail
Sponsor-wide plan assets over time
All Lee Montessori Public Charter School plans reported in each filing year
- 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 |
Lee Montessori Public Charter School filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $344K |
| Employer EIN | 454726453 |
| Plan Effective Date | 2014-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.8B · 450,729
- Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
- American University Defined Contribution Retirement Plan $1.4B · 5,480
- Howard University Savings Plan $1.2B · 6,543
- Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512
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 Tiaa-Cref Retirement Plan for Staff of the Center for Hearing and Speech in TX ($2M); 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 ($2M here).
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.