401(k) · DOL Form 5500 · 2022

Lee Supply Company, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
88
Participants Small participant base
74th
Percentile by assets National rank
$180,413
Avg per participant Above avg balance/head
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Official DOL plan name: Lee Supply Company, Inc. 401(k) Profit Sharing Retirement Plan · Sponsored by Lee Supply Company, Inc. · Pennsylvania · Wholesale Trade

$16M in assets, 88 participants

Lee Supply Company, Inc.'s Lee Supply Company, Inc. 401(k) Profit Sharing Retirement Plan reported $16M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,768 in Wholesale Trade (6,843 peers)

2022 asset change

Lee Supply Company, Inc. 401(k) Profit Sharing Retirement Plan declined sharply 19.5% in 2022 ($20M → $16M) for 88 participants.

#4,768
in Wholesale Trade (6,843 peers)
-19.5%
assets change YoY

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 Supply Company, Inc. 401(k) Profit Sharing Retirement Plan's outsized position by total assets

Lee Supply Company, Inc. 401(k) Profit Sharing Retirement Plan vs every filed plan by assets

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

$15,876,355 Top 26% higher than 74% 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 Company, Inc. 401(k) Profit Sharing Retirement 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 Company, Inc. 401(k) Profit Sharing Retirement Plan is a small filing (88 participants) on this national headcount ladder.

DOL schedule card

Filing strip 251093268 · Lee Supply Company, Inc. PY 2022 · 401(k)

Lee Supply Company, Inc. 401(k) Profit Sharing Retirement Plan · $16M · 88 · 74th

  • EBSA $16M
  • EBSA 88
  • EBSA 74th
  • EBSA 401(k)
  • EBSA near Far Niente Wine Estates 401(k) Plan
  • EBSA ind #4768

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 Pennsylvania →

Lee Supply Company, Inc. 401(k) Profit Sharing Retirement Plan in the asset neighbourhood

Lee Supply Company, Inc. 401(k) Profit Sharing Retirement PlanLee Supply Company, Inc. 401…$16MFar Niente Wine Estates 401(k) PlanFar Niente Wine Estates 401(…$16MParkway Property Investments, LLC 401(k) Profit Sharing Retirement PlanParkway Property Investments…$16MKeynetics, Inc. 401(k) Plan$16MBcf Solutions 401(k) Plan$16M
End-of-year total assets ($M) among Lee Supply Company, Inc. 401(k) Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$4M
Employer EIN251093268
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Lee Supply Company, Inc. 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Lee Supply Company, Inc. 401(k) Profit Sharing Retirement Plan, Total assets ($B): 0.015876355 · Participants: 88Lee Supply Company, Inc. 401(k) Profit Sharing Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Lee Supply Company, Inc. 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Lee Supply Company, Inc. 401(k) Profit Sharing Retirement Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Far Niente Wine Estates 401(k) Plan in CA ($16M); by covered participants it is Nebraska Orthopaedic and Sports Medicine P. C. 401(k) Profit Sharing Plan in NE (88 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Company, Inc. 401(k) Profit Sharing Retirement Plan assets move in 2022? ▼
Lee Supply Company, Inc. 401(k) Profit Sharing Retirement Plan declined sharply - down 19.5% during 2022, from $20M to $16M. Reported net income was -$4M.
Which 401(k) plans are similar in size to Lee Supply Company, Inc. 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Far Niente Wine Estates 401(k) Plan in CA ($16M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Lee Supply Company, Inc. 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nebraska Orthopaedic and Sports Medicine P. C. 401(k) Profit Sharing Plan in NE (88 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 251093268.

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.