401(k) · DOL Form 5500 · 2022

Lee Wealth Management Group, LLC 401(k) Plan

Data updated 2026-08-25

$674K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$673,550
Avg per participant High balance/head
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Official DOL plan name: Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan · Sponsored by Lee Wealth Management Group, LLC · Texas · Finance & Insurance

$674K in assets, 1 participants

Lee Wealth Management Group, LLC's Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan reported $674K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,250 in Finance & Insurance (9,261 peers)

Lee Wealth Management Group, LLC multi-year trail

Lee Wealth Management Group, LLC's plans moved +77.4% in assets from 2022 to 2024; this filing shows Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan at $674K / 1 participant.

#1,250
in Finance & Insurance (9,261 peers)
-14.6%
assets change YoY

The plan reported a net loss of $115K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$673,550 21st percentile higher than 21% of 139,123 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 2022

Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 261667542 · Lee Wealth Management Group, LLC PY 2022 · 401(k)

Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan · $674K · 1 · 21st

  • PCT $674K
  • PCT 1
  • PCT 21st
  • PCT 401(k)
  • PCT near C T R Landscape Services Inc 401(k) Profit Sharing Plan & Trust
  • PCT ind #1250

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 Finance & Insurance retirement plans → · Plans in Texas →

Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Lee Wealth Management Group, LLC 401(k) Profit Sharing PlanLee Wealth Management Group,…$674KC T R Landscape Services Inc 401(k) Profit Sharing Plan & TrustC T R Landscape Services Inc…$674KB & a Business Development, Inc. 401(k) Profit Sharing PlanB & a Business Development, …$674KLauer Reed Technologies, Inc. 401(k) PlanLauer Reed Technologies, Inc…$673KKba 401(k) Plan$673K
End-of-year total assets ($M) among Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lee Wealth Management Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lee Wealth Management Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 77.40761636107193% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.67M $1.19M ▲ +77.6%
Year Plans Participants Total Assets
2022 1 1 $674K
2023 1 2 $908K
2024 1 2 $1M

Lee Wealth Management Group, LLC filing trail (2022)

Total Assets (Beginning of Year)$788K
Net Assets (End of Year)$674K
Net Income-$115K
Employer EIN261667542
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.00067355 · Participants: 1Lee Wealth Management Group, LLC 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is C T R Landscape Services Inc 401(k) Profit Sharing Plan & Trust in NC ($674K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 14.6% during 2022, from $788K to $674K. Reported net income was -$115K.
How have Lee Wealth Management Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Wealth Management Group, LLC's sponsor-wide assets grew 77.4%, from $674K to $1M.
Where does Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is C T R Landscape Services Inc 401(k) Profit Sharing Plan & Trust in NC ($674K, 20 participants).
Which 401(k) plans cover a similar participant headcount to Lee Wealth Management Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261667542.

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.