401(k) · DOL Form 5500 · 2022

Lee Management Company 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
372
Participants Below avg headcount
82nd
Percentile by assets National rank
$73,630
Avg per participant Below avg balance/head
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Official DOL plan name: Lee Management Company 401(k) Profit Sharing · Sponsored by Lee Management Company · Maine · Retail Trade

$27M in assets, 372 participants

Lee Management Company's Lee Management Company 401(k) Profit Sharing reported $27M in total assets and 372 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #8,538 in Retail Trade (9,519 peers)

Where Lee Management Company 401(k) Profit Sharing sits by assets

Lee Management Company 401(k) Profit Sharing sits in the top quartile of all filed plans by assets, $27M for 372 participants (~$73,630/participant), down 11.9% in 2022.

#8,538
in Retail Trade (9,519 peers)
-11.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee Management Company 401(k) Profit Sharing's outsized position by total assets

Lee Management Company 401(k) Profit Sharing vs every filed plan by assets

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

$27,390,276 Top 18% higher than 82% 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 Management Company 401(k) Profit Sharing 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 Management Company 401(k) Profit Sharing sits mid-pack in the medium band (372 participants).

Published 5500 schedule card

Filing strip 010341998 · Lee Management Company PY 2022 · 401(k)

Lee Management Company 401(k) Profit Sharing · $27M · 372 · 82nd

  • BOY $27M
  • BOY 372
  • BOY 82nd
  • BOY 401(k)
  • BOY near Vesuvius Retirement Plan for Hourly Employees
  • BOY ind #8538

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 Maine →

Lee Management Company 401(k) Profit Sharing in the asset neighbourhood

Mce 401(k) Retirement Plan$27MHart Howerton 401(k) Profit Sharing PlanHart Howerton 401(k) Profit …$27MLee Management Company 401(k) Profit SharingLee Management Company 401(k…$27MVesuvius Retirement Plan for Hourly EmployeesVesuvius Retirement Plan for…$27MCv Industries 401(k) Plan$27M
End-of-year total assets ($M) among Lee Management Company 401(k) Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$27M
Net Income-$4M
Employer EIN010341998
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Management Company)

Sponsor-wide plan assets over time

All Lee Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$34M 25.75156599371251% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.4M $34.4M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 372 $27M
2023 1 372 $30M
2024 1 347 $34M

Nearby 401(k) Plans in Maine

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

Lee Management Company 401(k) Profit Sharing vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Lee Management Company 401(k) Profit Sharing, Total assets ($B): 0.027390276 · Participants: 372Lee Management Company 401(k) Profit SharingTd 401(k) Retirement Plan, Total assets ($B): 4.082814523 · Participants: 26725Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 1.823433108 · Participants: 9051Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 0.833975444 · Participants: 6436Idexx Retirement and Incentive Savings PlanHannaford Bros. Co., LLC Retirement Savings Plan, Total assets ($B): 0.831539018 · Participants: 28776Hannaford Bros. Co., LLC Retirement Savings PlanThe Cianbro Team Equity Plan, Total assets ($B): 0.624114187 · Participants: 2575The Cianbro Team Equity Plan
Lee Management Company 401(k) Profit Sharing vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Lee Management Company 401(k) Profit Sharing side-by-side with 3 peers →

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

Outside Maine, the nearest 401(k) by assets is Vesuvius Retirement Plan for Hourly Employees in IL ($27M); by covered participants it is Contango Oil & Gas Company 401(k) Plan in TX (372 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (372 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 Management Company 401(k) Profit Sharing assets move in 2022? ▼
Lee Management Company 401(k) Profit Sharing pulled back noticeably - down 11.9% during 2022, from $31M to $27M. Reported net income was -$4M.
How have Lee Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Management Company's sponsor-wide assets grew 25.8%, from $27M to $34M.
Where does Lee Management Company 401(k) Profit Sharing rank by assets among Form 5500 filers? ▼
Lee Management Company 401(k) Profit Sharing ranks in the 82nd 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 Management Company 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is Vesuvius Retirement Plan for Hourly Employees in IL ($27M, 388 participants).
Which 401(k) plans cover a similar participant headcount to Lee Management Company 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Contango Oil & Gas Company 401(k) Plan in TX (372 participants, 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 010341998.

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.