ESOP · DOL Form 5500 · 2022

Lee Supply Corporation ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
37th
Percentile by assets National rank
$204,416
Avg per participant Above avg balance/head
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Official DOL plan name: Lee Supply Corp. Employee Stock Ownership Plan · Sponsored by Lee Supply Corporation · Indiana · Wholesale Trade

$2M in assets, 12 participants

Lee Supply Corporation's Lee Supply Corp. Employee Stock Ownership Plan reported $2M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,679 in Wholesale Trade (6,843 peers)

Lee Supply Corporation multi-year trail

Lee Supply Corporation's plans moved +39.0% in assets from 2022 to 2024; this filing shows Lee Supply Corp. Employee Stock Ownership Plan at $2M / 12 participants.

#1,679
in Wholesale Trade (6,843 peers)
+10.7%
assets growth YoY

Lee Supply Corp. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Lee Supply Corp. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,452,990 37th percentile higher than 37% 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 Supply Corp. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Supply Corp. Employee Stock Ownership Plan is a small filing (12 participants) on this national headcount ladder.

DOL schedule card

Filing strip 351310996 · Lee Supply Corporation PY 2022 · ESOP

Lee Supply Corp. Employee Stock Ownership Plan · $2M · 12 · 37th

  • PHOTO $2M
  • IND 12
  • EOY 37th
  • 5500 ESOP
  • ASSETS near Engineering and Environmental Consultants, Inc. Employee Stock Ownership Plan
  • PCT ind #1679

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 What is an ESOP? → · Plans in Indiana →

Lee Supply Corp. Employee Stock Ownership Plan in the asset neighbourhood

Silke Communications Solutions, Inc. Employee Stock Ownership PlanSilke Communications Solutio…$2MLee Supply Corp. Employee Stock Ownership PlanLee Supply Corp. Employee St…$2MEngineering and Environmental Consultants, Inc. Employee Stock Ownership PlanEngineering and Environmenta…$2MTaylor Engineering, Inc. Employee Stock Ownership Plan and TrustTaylor Engineering, Inc. Emp…$2MModern Metals Foundry, Inc. Employee Stock Ownership Plan and TrustModern Metals Foundry, Inc. …$2M
End-of-year total assets ($M) among Lee Supply Corp. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Lee Supply Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Lee Supply Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$15M 38.99604194543305% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11M $15.3M ▲ +39.0%
Year Plans Participants Total Assets
2022 2 253 $11M
2023 2 321 $13M
2024 2 320 $15M

Lee Supply Corporation filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$237K
Employer EIN351310996
Plan Effective Date1984-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

Peer ESOP plans, same state, same plan type, ranked by total assets.

Lee Supply Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Lee Supply Corp. Employee Stock Ownership Plan, Total assets ($B): 0.00245299 · Participants: 12Lee Supply Corp. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Lee Supply Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Lee Supply Corp. Employee Stock Ownership Plan side-by-side with 3 peers →

Lee Supply Corp. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Engineering and Environmental Consultants, Inc. Employee Stock Ownership Plan in AZ ($2M); by covered participants it is Estructure Inc. Employee Stock Ownership Plan in CA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Supply Corp. Employee Stock Ownership Plan assets move in 2022? ▼
Lee Supply Corp. Employee Stock Ownership Plan grew at a solid clip - up 10.7% during 2022, from $2M to $2M. Reported net income was $237K.
How have Lee Supply Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Supply Corporation's sponsor-wide assets grew 39.0%, from $11M to $15M.
Which ESOP plans are similar in size to Lee Supply Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Engineering and Environmental Consultants, Inc. Employee Stock Ownership Plan in AZ ($2M, 32 participants).
Which ESOP plans cover a similar participant headcount to Lee Supply Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Estructure Inc. Employee Stock Ownership Plan in CA (12 participants, $890K 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 351310996.

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.