401(k) · DOL Form 5500 · 2022

Lee Motor Group Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
271
Participants Below avg headcount
67th
Percentile by assets National rank
$41,399
Avg per participant Low balance/head
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Official DOL plan name: Lee Motor Group Inc. Employees' 401(k) Plan · Sponsored by Lee Motor Group Inc. · North Carolina · Retail Trade

$11M in assets, 271 participants

Lee Motor Group Inc.'s Lee Motor Group Inc. Employees' 401(k) Plan reported $11M in total assets and 271 participants in its 2022 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.

  • #7,413 in Retail Trade (9,519 peers)

Coverage in North Carolina

Lee Motor Group Inc. Employees' 401(k) Plan covers 271 participants in North Carolina, about 33% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#7,413
in Retail Trade (9,519 peers)
-18.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee Motor Group Inc. Employees' 401(k) Plan's outsized position by total assets

Lee Motor Group Inc. Employees' 401(k) Plan vs every filed plan by assets

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

$11,219,141 Top 33% higher than 67% 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 Motor Group Inc. Employees' 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Motor Group Inc. Employees' 401(k) Plan sits mid-pack in the medium band (271 participants).

DOL schedule card

Filing strip 566282662 · Lee Motor Group Inc. PY 2022 · 401(k)

Lee Motor Group Inc. Employees' 401(k) Plan · $11M · 271 · 67th

  • ASSETS $11M
  • PCT 271
  • EIN 67th
  • RANK 401(k)
  • PHOTO near Midea America Corporation 401(k) Profit Sharing Plan and Trust
  • IND ind #7413

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 Retail Trade retirement plans → · Plans in North Carolina →

Lee Motor Group Inc. Employees' 401(k) Plan in the asset neighbourhood

Lee Motor Group Inc. Employees' 401(k) PlanLee Motor Group Inc. Employe…$11MMidea America Corporation 401(k) Profit Sharing Plan and TrustMidea America Corporation 40…$11M403(b) Thrift Plan of San Antonio Food Bank403(b) Thrift Plan of San An…$11MMercado Consultants 401(k) PlanMercado Consultants 401(k) P…$11MMeridian Medical Associates, P.a. 401(k) and Profit Sharing PlanMeridian Medical Associates,…$11M
End-of-year total assets ($M) among Lee Motor Group Inc. Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN566282662
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Motor Group Inc.)

Sponsor-wide plan assets over time

All Lee Motor Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 44.04757013036916% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.2M $16.2M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 271 $11M
2023 1 275 $14M
2024 1 324 $16M

Nearby 401(k) Plans in North Carolina

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

Lee Motor Group Inc. Employees' 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Lee Motor Group Inc. Employees' 401(k) Plan, Total assets ($B): 0.011219141 · Participants: 271Lee Motor Group Inc. Employees' 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Lee Motor Group Inc. Employees' 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lee Motor Group Inc. Employees' 401(k) Plan side-by-side with 3 peers →

Lee Motor Group Inc. Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Midea America Corporation 401(k) Profit Sharing Plan and Trust in NJ ($11M); by covered participants it is Hutton Corporation 401(k) Plan in KS (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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.

Frequently Asked Questions

How did Lee Motor Group Inc. Employees' 401(k) Plan assets move in 2022? ▼
Lee Motor Group Inc. Employees' 401(k) Plan declined sharply - down 18.1% during 2022, from $14M to $11M. Reported net income was -$2M.
How have Lee Motor Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Motor Group Inc.'s sponsor-wide assets grew 44.0%, from $11M to $16M.
Which 401(k) plans are similar in size to Lee Motor Group Inc. Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midea America Corporation 401(k) Profit Sharing Plan and Trust in NJ ($11M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Lee Motor Group Inc. Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hutton Corporation 401(k) Plan in KS (271 participants, $17M 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 566282662.

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.