401(k) · DOL Form 5500 · 2022

Don Lee Distributor, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
292
Participants Below avg headcount
84th
Percentile by assets National rank
$113,861
Avg per participant Below avg balance/head
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Official DOL plan name: The Don Lee and Affiliates 401(k) Retirement Plan · Sponsored by Don Lee Distributor, Inc. · Michigan · Wholesale Trade

$33M in assets, 292 participants

Don Lee Distributor, Inc.'s The Don Lee and Affiliates 401(k) Retirement Plan reported $33M in total assets and 292 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,754 in Wholesale Trade (6,843 peers)

Coverage in Michigan

The Don Lee and Affiliates 401(k) Retirement Plan covers 292 participants in Michigan, about 46% of the average Michigan filer (state average ~638 per filing). Assets: $33M.

#5,754
in Wholesale Trade (6,843 peers)
-19.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Don Lee and Affiliates 401(k) Retirement Plan's outsized position by total assets

The Don Lee and Affiliates 401(k) Retirement Plan vs every filed plan by assets

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

$33,247,348 Top 16% higher than 84% 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

The Don Lee and Affiliates 401(k) Retirement 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. The Don Lee and Affiliates 401(k) Retirement Plan sits mid-pack in the medium band (292 participants).

Form 5500 schedule snapshot

Filing strip 381897240 · Don Lee Distributor, Inc. PY 2022 · 401(k)

The Don Lee and Affiliates 401(k) Retirement Plan · $33M · 292 · 84th

  • EOY $33M
  • EOY 292
  • EOY 84th
  • EOY 401(k)
  • EOY near Berwind Corporation 401(k) Savings Plan
  • EOY ind #5754

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 Wholesale Trade retirement plans → · Plans in Michigan →

The Don Lee and Affiliates 401(k) Retirement Plan in the asset neighbourhood

Quality Brands Distribution, LLC 401(k) Retirement PlanQuality Brands Distribution,…$33MThe Don Lee and Affiliates 401(k) Retirement PlanThe Don Lee and Affiliates 4…$33MBerwind Corporation 401(k) Savings PlanBerwind Corporation 401(k) S…$33MValley Queen Cheese Factory, Inc. 401(k) Profit Sharing PlanValley Queen Cheese Factory,…$33MTrusted Doctors LLC 401(k) PlanTrusted Doctors LLC 401(k) P…$33M
End-of-year total assets ($M) among The Don Lee and Affiliates 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$33M
Net Income-$8M
Employer EIN381897240
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Don Lee Distributor, Inc.)

Sponsor-wide plan assets over time

All Don Lee Distributor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 21.572643929374458% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.3M $40.4M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 292 $33M
2023 1 313 $37M
2024 1 297 $40M

Nearby 401(k) Plans in Michigan

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

The Don Lee and Affiliates 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants The Don Lee and Affiliates 401(k) Retirement Plan, Total assets ($B): 0.033247348 · Participants: 292The Don Lee and Affiliates 401(k) Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
The Don Lee and Affiliates 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare The Don Lee and Affiliates 401(k) Retirement Plan side-by-side with 3 peers →

The Don Lee and Affiliates 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Berwind Corporation 401(k) Savings Plan in PA ($33M); by covered participants it is Techsource, Inc. 401(k) Profit Sharing Plan in NM (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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 The Don Lee and Affiliates 401(k) Retirement Plan assets move in 2022? ▼
The Don Lee and Affiliates 401(k) Retirement Plan declined sharply - down 19.4% during 2022, from $41M to $33M. Reported net income was -$8M.
How have Don Lee Distributor, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Don Lee Distributor, Inc.'s sponsor-wide assets grew 21.6%, from $33M to $40M.
Where does The Don Lee and Affiliates 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The Don Lee and Affiliates 401(k) Retirement Plan ranks in the 84th 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 The Don Lee and Affiliates 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Berwind Corporation 401(k) Savings Plan in PA ($33M, 122 participants).
Which 401(k) plans cover a similar participant headcount to The Don Lee and Affiliates 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Techsource, Inc. 401(k) Profit Sharing Plan in NM (292 participants, $10M 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 381897240.

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.