How big is Lemoyne Owen College's plan?

Lemoyne Owen College's plan reported $9.8M in assets and 119 participants for 2024.

Original filing (PDF)20251015211730NAL0003014067001

Lemoyne Owen College

Name: Lemoyne Owen College — Lemoyne Owen College Defined, Form 5500 (2024)
Creator: Lemoyne Owen College
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lemoyne Owen College Defined Contribution Retirement Plan

403(b) retirement plan · Lemoyne Owen College's Lemoyne Owen College Defined Contribution Retirement Plan held $9.8M in plan assets for 119 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

119

Accounts w/ balance

261

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

Plan identifiers

Lemoyne Owen College's EIN is 62-0475690.

EIN 62-0475690

Plan number 004

Plan year 2024

ACK ID 20251015211730NAL0003014067001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lemoyne Owen College from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lemoyne Owen College's plan includes a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEMOYNE OWEN COLLEGE.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 18K (6% of contributions).

Helping the score

Below-peer total plan cost (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

LEMOYNE OWEN COLLEGE

EIN

all filings

Address

807 WALKER AVE · MEMPHIS, TN · 381266510

Phone

(901) 435-1000

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

THE WESLEY PEACHTREE GROUP, CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $311K(3% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.