401(k) · DOL Form 5500 · 2022

Sam Lee Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$99K
Total assets Small plan by assets
2
Participants Small participant base
6th
Percentile by assets National rank
$49,558
Avg per participant Low balance/head
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Official DOL plan name: Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Sam Lee Enterprises, Inc. · Missouri · Administrative & Support Services

$99K in assets, 2 participants

Sam Lee Enterprises, Inc.'s Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan reported $99K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.

  • #698 in Administrative & Support Services (4,927 peers)

Sam Lee Enterprises, Inc. multi-year trail

Sam Lee Enterprises, Inc.'s plans moved +101.0% in assets from 2022 to 2024; this filing shows Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan at $99K / 2 participants.

#698
in Administrative & Support Services (4,927 peers)
-35.2%
assets change YoY

The plan reported a net loss of $54K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$99,115 6th percentile higher than 6% 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

Sam Lee Enterprises, Inc. 401(k) Profit Sharing 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. Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 821787113 · Sam Lee Enterprises, Inc. PY 2022 · 401(k)

Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan · $99K · 2 · 6th

  • PART $99K
  • TYPE 2
  • NET 6th
  • BOOK 401(k)
  • VS-ST near Knoxville Box and Container Inc 401(k) Plan
  • BOY ind #698

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 Missouri →

Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sam Lee Enterprises, Inc. 401(k) Profit Sharing PlanSam Lee Enterprises, Inc. 40…$99KKnoxville Box and Container Inc 401(k) PlanKnoxville Box and Container …$99KKellys Decatur Market, Inc. 401(k) PlanKellys Decatur Market, Inc. …$99KA Cubed Quality Corp 401(k) PlanA Cubed Quality Corp 401(k) …$99KCypress Edge Group, Inc. 401(k) Profit Sharing PlanCypress Edge Group, Inc. 401…$99K
End-of-year total assets ($M) among Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sam Lee Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sam Lee Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$199K 100.978661151188% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.1M $0.2M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 2 $99K
2023 1 2 $27K
2024 1 2 $199K

Sam Lee Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$153K
Net Assets (End of Year)$99K
Net Income-$54K
Employer EIN821787113
Plan Effective Date2017-06-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000099115 · Participants: 2Sam Lee Enterprises, Inc. 401(k) Profit Sharing PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Knoxville Box and Container Inc 401(k) Plan in TN ($99K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan contracted severely - down 35.2% during 2022, from $153K to $99K. Reported net income was -$54K.
How have Sam Lee Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sam Lee Enterprises, Inc.'s sponsor-wide assets grew 101.0%, from $99K to $199K.
Where does Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan ranks in the 6th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Knoxville Box and Container Inc 401(k) Plan in TN ($99K, 17 participants).
Which 401(k) plans cover a similar participant headcount to Sam Lee Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 821787113.

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.