Other · DOL Form 5500 · 2024

Lake Ridge Academy Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
74
Participants Small participant base
67th
Percentile by assets National rank
$234,224
Avg per participant Above avg balance/head
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Official DOL plan name: Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan · Sponsored by Lake Ridge Academy · Ohio · Educational Services

$17M in assets, 74 participants

Lake Ridge Academy's Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan reported $17M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,828 in Educational Services (3,638 peers)

What the 2024 filing shows

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan holds $17M for 74 participants - about $234,224 per participant, above the median plan by assets.

#1,828
in Educational Services (3,638 peers)
-2.5%
assets change YoY

The plan reported a net loss of $453K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan's outsized position by total assets

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan vs every filed plan by assets

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

$17,332,611 Top 33% higher than 67% 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

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution 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. Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan reported net income fell from $1M in the plan year 2023 filing to -$453K in the plan year 2024 filing.
  • Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan reported participants fell from 105 in the plan year 2023 filing to 74 in the plan year 2024 filing.
  • Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan end-of-year assets fell from $18M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 346519833 · Lake Ridge Academy PY 2024 · Other

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan · $17M · 74 · 67th

  • TYPE $17M
  • TYPE 74
  • TYPE 67th
  • TYPE Other
  • TYPE near Providence Medical Center Tax Deferred Annuity Plan
  • TYPE ind #1828

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 Ohio →

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan in the asset neighbourhood

Knoxville Hospital and Clinics Tax Sheltered Annuity PlanKnoxville Hospital and Clini…$17MAdvance Care Alliance of New York Inc. 403(b) PlanAdvance Care Alliance of New…$17MLake Ridge Academy Tax Deferred Annuity and Defined Contribution PlanLake Ridge Academy Tax Defer…$17MProvidence Medical Center Tax Deferred Annuity PlanProvidence Medical Center Ta…$17MSt. John's College High School 403(b) Retirement PlanSt. John's College High Scho…$17M
End-of-year total assets ($M) among Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income-$453K
Employer EIN346519833
Plan Effective Date1969-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Ridge Academy)

Sponsor-wide plan assets over time

All Lake Ridge Academy plans reported in each filing year

Latest sponsor-wide plan assets
$17M 5.7415155216813405% vs 2022
2024 filing year
$16M$16.5M$17M$17.5M$18M 202220232024 $16.4M $17.3M ▲ +5.7%
Year Plans Participants Total Assets
2022 1 103 $16M
2023 1 105 $18M
2024 1 74 $17M

Nearby Other Plans in Ohio

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

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan, Total assets ($B): 0.017332611 · Participants: 74Lake Ridge Academy Tax Deferred Annuity and Defined Contribution PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 9.206868551 · Participants: 65407Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.729673146 · Participants: 29710Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.463799725 · Participants: 27009University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 2.074515772 · Participants: 1944Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 2.025380502 · Participants: 19570Children's Hospital Medical Center Employee Savings Plan
Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan side-by-side with 3 peers →

Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Providence Medical Center Tax Deferred Annuity Plan in NE ($17M); by covered participants it is Catholic Health Association in MO (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan assets move in 2024? ▼
Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan edged down modestly - down 2.5% during 2024, from $18M to $17M. Reported net income was -$453K.
How have Lake Ridge Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Ridge Academy's sponsor-wide assets grew 5.7%, from $16M to $17M.
Which Other plans are similar in size to Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Providence Medical Center Tax Deferred Annuity Plan in NE ($17M, 208 participants).
Which Other plans cover a similar participant headcount to Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Catholic Health Association in MO (74 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 346519833.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.