401(k) · DOL Form 5500 · 2022

Lee Beverage of Wisconsin, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
209
Participants Below avg headcount
49th
Percentile by assets National rank
$22,572
Avg per participant Low balance/head
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Official DOL plan name: Lee Beverage of Wisconsin, LLC 401(k) Plan · Sponsored by Lee Beverage of Wisconsin, LLC · Wisconsin · Wholesale Trade

$5M in assets, 209 participants

Lee Beverage of Wisconsin, LLC's Lee Beverage of Wisconsin, LLC 401(k) Plan reported $5M in total assets and 209 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,551 in Wholesale Trade (6,843 peers)

Coverage in Wisconsin

Lee Beverage of Wisconsin, LLC 401(k) Plan covers 209 participants in Wisconsin, about 37% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#2,551
in Wholesale Trade (6,843 peers)
-17.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee Beverage of Wisconsin, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Lee Beverage of Wisconsin, LLC 401(k) Plan vs every filed plan by assets

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

$4,717,485 49th percentile higher than 49% 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 Beverage of Wisconsin, LLC 401(k) 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. Lee Beverage of Wisconsin, LLC 401(k) Plan sits mid-pack in the medium band (209 participants).

Plan-year Form 5500 strip

Filing strip 391998988 · Lee Beverage of Wisconsin, LLC PY 2022 · 401(k)

Lee Beverage of Wisconsin, LLC 401(k) Plan · $5M · 209 · 49th

  • IND $5M
  • EOY 209
  • 5500 49th
  • ASSETS 401(k)
  • PCT near Milestones Behavioral Services, Inc. 401(k) Profit Sharing Plan
  • EIN ind #2551

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 Wisconsin →

Lee Beverage of Wisconsin, LLC 401(k) Plan in the asset neighbourhood

Lee Beverage of Wisconsin, LLC 401(k) PlanLee Beverage of Wisconsin, L…$5MMilestones Behavioral Services, Inc. 401(k) Profit Sharing PlanMilestones Behavioral Servic…$5MColumbia Manufacturing, Inc 401(k) PlanColumbia Manufacturing, Inc …$5MNhtc 401(k)$5MUnited Contractors 401(k) Retirement PlanUnited Contractors 401(k) Re…$5M
End-of-year total assets ($M) among Lee Beverage of Wisconsin, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN391998988
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Beverage of Wisconsin, LLC)

Sponsor-wide plan assets over time

All Lee Beverage of Wisconsin, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 47.81420608650584% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.72M $6.97M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 209 $5M
2023 1 215 $6M
2024 1 222 $7M

Nearby 401(k) Plans in Wisconsin

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

Lee Beverage of Wisconsin, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Lee Beverage of Wisconsin, LLC 401(k) Plan, Total assets ($B): 0.004717485 · Participants: 209Lee Beverage of Wisconsin, LLC 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Lee Beverage of Wisconsin, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lee Beverage of Wisconsin, LLC 401(k) Plan side-by-side with 3 peers →

Lee Beverage of Wisconsin, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Milestones Behavioral Services, Inc. 401(k) Profit Sharing Plan in CT ($5M); by covered participants it is Com Av,LLC 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Beverage of Wisconsin, LLC 401(k) Plan assets move in 2022? ▼
Lee Beverage of Wisconsin, LLC 401(k) Plan declined sharply - down 17.9% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Lee Beverage of Wisconsin, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Beverage of Wisconsin, LLC's sponsor-wide assets grew 47.8%, from $5M to $7M.
Which 401(k) plans are similar in size to Lee Beverage of Wisconsin, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Milestones Behavioral Services, Inc. 401(k) Profit Sharing Plan in CT ($5M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Lee Beverage of Wisconsin, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Com Av,LLC 401(k) Profit Sharing Plan in CA (209 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 391998988.

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.