401(k) · DOL Form 5500 · 2022
R. E. Lee Corporation 401(k) Plan
Data updated 2026-08-25
- $419K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $83,825
- Avg per participant Below avg balance/head
Official DOL plan name: R. E. Lee Corporation 401(k) Plan · Sponsored by R. E. Lee Corporation · Indiana · Administrative & Support Services
$419K in assets, 5 participants
R. E. Lee Corporation's R. E. Lee Corporation 401(k) Plan reported $419K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.
- #1,720 in Administrative & Support Services (4,927 peers)
R. E. Lee Corporation multi-year trail
R. E. Lee Corporation's plans moved +18.1% in assets from 2022 to 2024; this filing shows R. E. Lee Corporation 401(k) Plan at $419K / 5 participants.
- #1,720
- in Administrative & Support Services (4,927 peers)
- +8.7%
- assets growth YoY
R. E. Lee Corporation 401(k) Plan among the smaller filed plans by assets
R. E. Lee Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$419,127 17th percentile higher than 17% 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
R. E. Lee Corporation 401(k) 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. R. E. Lee Corporation 401(k) Plan is a micro filing (5 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 822110251 · R. E. Lee Corporation PY 2022 · 401(k)
R. E. Lee Corporation 401(k) Plan · $419K · 5 · 17th
- SCH $419K
- SCH 5
- SCH 17th
- SCH 401(k)
- SCH near Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan
- SCH ind #1720
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 Administrative & Support Services retirement plans → · Plans in Indiana →
R. E. Lee Corporation 401(k) Plan in the asset neighbourhood
R. E. Lee Corporation multi-year asset trail
Sponsor-wide plan assets over time
All R. E. Lee Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $495K 18.131258544546164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $419K |
| 2023 | 1 | 6 | $512K |
| 2024 | 1 | 8 | $495K |
R. E. Lee Corporation filing trail (2022)
| Total Assets (Beginning of Year) | $385K |
|---|---|
| Net Assets (End of Year) | $419K |
| Net Income | $34K |
| Employer EIN | 822110251 |
| Plan Effective Date | 2017-06-30 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
R. E. Lee Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan in TX ($419K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($419K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.