401(k) · DOL Form 5500 · 2022

Lee Company 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
1,269
Participants Near avg headcount
88th
Percentile by assets National rank
$37,370
Avg per participant Low balance/head
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Official DOL plan name: Lee Company 401(k) Plan · Sponsored by Lee Company · Tennessee · Construction

$47M in assets, 1,269 participants

Lee Company's Lee Company 401(k) Plan reported $47M in total assets and 1,269 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #8,527 in Construction (9,927 peers)

Where Lee Company 401(k) Plan sits by assets

Lee Company 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 1,269 participants (~$37,370/participant), down 12.8% in 2022.

#8,527
in Construction (9,927 peers)
-12.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee Company 401(k) Plan's outsized position by total assets

Lee Company 401(k) Plan vs every filed plan by assets

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

$47,423,041 Top 12% higher than 88% 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 Company 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Company 401(k) Plan lands in the large band (1,269 participants).

Published 5500 schedule card

Filing strip 620723985 · Lee Company PY 2022 · 401(k)

Lee Company 401(k) Plan · $47M · 1,269 · 88th

  • VS-ST $47M
  • BOY 1,269
  • SCH 88th
  • EBSA 401(k)
  • PART near Bar Harbor Bankshares 401(k) Plan
  • TYPE ind #8527

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 Construction retirement plans → · Plans in Tennessee →

Lee Company 401(k) Plan in the asset neighbourhood

Lee Company 401(k) Plan$47MBar Harbor Bankshares 401(k) PlanBar Harbor Bankshares 401(k)…$47MAtlanta Bonded Warehouse Corp 401(k) Retirement PlanAtlanta Bonded Warehouse Cor…$47MCoronado Coal LLC 401(k) Profit Sharing PlanCoronado Coal LLC 401(k) Pro…$47ML & J.G. Stickley, Inc. 401(k) Salary Savings PlanL & J.G. Stickley, Inc. 401(…$47M
End-of-year total assets ($M) among Lee Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$47M
Net Income-$7M
Employer EIN620723985
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Company)

Sponsor-wide plan assets over time

All Lee Company plans reported in each filing year

Latest sponsor-wide plan assets
$69M 44.91981018256505% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $47.4M $68.7M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 1,269 $47M
2023 1 1,398 $59M
2024 1 1,403 $69M

Nearby 401(k) Plans in Tennessee

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

Lee Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Lee Company 401(k) Plan, Total assets ($B): 0.047423041 · Participants: 1269Lee Company 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Lee Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Lee Company 401(k) Plan side-by-side with 3 peers →

Lee Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Bar Harbor Bankshares 401(k) Plan in ME ($47M); by covered participants it is Anderson Trucking Service, Inc. Profit Sharing and 401(k) Plan in MN (1,269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,269 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 Company 401(k) Plan assets move in 2022? ▼
Lee Company 401(k) Plan pulled back noticeably - down 12.8% during 2022, from $54M to $47M. Reported net income was -$7M.
How have Lee Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Company's sponsor-wide assets grew 44.9%, from $47M to $69M.
Where does Lee Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Lee Company 401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lee Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bar Harbor Bankshares 401(k) Plan in ME ($47M, 496 participants).
Which 401(k) plans cover a similar participant headcount to Lee Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anderson Trucking Service, Inc. Profit Sharing and 401(k) Plan in MN (1,269 participants, $74M 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 620723985.

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.