401(k) · DOL Form 5500 · 2022
Lee Industries, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $162,650
- Avg per participant Above avg balance/head
Official DOL plan name: Lee Industries, Inc. 401(k) Profit Sharing Plan · Sponsored by Lee Industries, Inc. · Pennsylvania · Manufacturing
$14M in assets, 85 participants
Lee Industries, Inc.'s Lee Industries, Inc. 401(k) Profit Sharing Plan reported $14M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #12,407 in Manufacturing (20,602 peers)
2022 asset change
Lee Industries, Inc. 401(k) Profit Sharing Plan declined sharply 18.2% in 2022 ($17M → $14M) for 85 participants.
- #12,407
- in Manufacturing (20,602 peers)
- -18.2%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lee Industries, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Lee Industries, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,825,276 Top 29% higher than 71% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lee Industries, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Industries, Inc. 401(k) Profit Sharing Plan is a small filing (85 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 251602519 · Lee Industries, Inc. PY 2022 · 401(k)
Lee Industries, Inc. 401(k) Profit Sharing Plan · $14M · 85 · 71st
- BOOK $14M
- BOOK 85
- BOOK 71st
- BOOK 401(k)
- BOOK near Oregon Education Association 401(k) Plan
- BOOK ind #12407
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 Manufacturing retirement plans → · Plans in Pennsylvania →
Lee Industries, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 251602519 |
| Plan Effective Date | 1977-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Lee Industries, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Oregon Education Association 401(k) Plan in OR ($14M); by covered participants it is Perfect World North America Corporation 401(k) Plan in CA (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Oregon Education Association 401(k) Plan (OR) $14M · 94
- Youth Co-Op, Inc. Retirement Plan (FL) $14M · 203
- Old Second National Bank Pooled Employer Plan (IL) $14M · 16
- Nefab Packaging, Inc. 401(k) Plan (TX) $14M · 532
Similar participant headcount
Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.