401(k) · DOL Form 5500 · 2022

Lee Supply Corp. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
241
Participants Below avg headcount
62nd
Percentile by assets National rank
$35,465
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lee Supply Corp. 401(k) Plan · Sponsored by Lee Supply Corp. · Indiana · Wholesale Trade

$9M in assets, 241 participants

Lee Supply Corp.'s Lee Supply Corp. 401(k) Plan reported $9M in total assets and 241 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,632 in Wholesale Trade (6,843 peers)

Coverage in Indiana

Lee Supply Corp. 401(k) Plan covers 241 participants in Indiana, about 45% of the average Indiana filer (state average ~541 per filing). Assets: $9M.

#3,632
in Wholesale Trade (6,843 peers)
-10.3%
assets change YoY

The plan reported a net loss of $976K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee Supply Corp. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Lee Supply Corp. 401(k) Plan vs every filed plan by assets

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

$8,547,111 Top 38% higher than 62% 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. 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 Supply Corp. 401(k) Plan sits mid-pack in the medium band (241 participants).

Published 5500 schedule card

Filing strip 351310996 · Lee Supply Corp. PY 2022 · 401(k)

Lee Supply Corp. 401(k) Plan · $9M · 241 · 62nd

  • PHOTO $9M
  • IND 241
  • EOY 62nd
  • 5500 401(k)
  • ASSETS near Kiosk Information Systems, Inc. 401(k) Profit Sharing Plan
  • PCT ind #3632

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 Indiana →

Lee Supply Corp. 401(k) Plan in the asset neighbourhood

Lee Supply Corp. 401(k) Plan$9MKiosk Information Systems, Inc. 401(k) Profit Sharing PlanKiosk Information Systems, I…$9MNorcon Communications, Inc. 401(k) Savings PlanNorcon Communications, Inc. …$9MCrossroads Trailer Sales & Service, Inc. 401(k) Employee Savings &Crossroads Trailer Sales & S…$9MMotel Hotel Associates, Inc. 401(k) Savings PlanMotel Hotel Associates, Inc.…$9M
End-of-year total assets ($M) among Lee Supply Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$976K
Employer EIN351310996
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Supply Corp.)

Sponsor-wide plan assets over time

All Lee Supply Corp. 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

Nearby 401(k) Plans in Indiana

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

Lee Supply Corp. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Lee Supply Corp. 401(k) Plan, Total assets ($B): 0.008547111 · Participants: 241Lee Supply Corp. 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Lee Supply Corp. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Lee Supply Corp. 401(k) Plan side-by-side with 3 peers →

Lee Supply Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Kiosk Information Systems, Inc. 401(k) Profit Sharing Plan in CO ($9M); by covered participants it is Coastal Management Solutions 401(k) Profit Sharing Plan & Tru in VA (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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. 401(k) Plan assets move in 2022? ▼
Lee Supply Corp. 401(k) Plan pulled back noticeably - down 10.3% during 2022, from $10M to $9M. Reported net income was -$976K.
How have Lee Supply Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Supply Corp.'s sponsor-wide assets grew 39.0%, from $11M to $15M.
Which 401(k) plans are similar in size to Lee Supply Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kiosk Information Systems, Inc. 401(k) Profit Sharing Plan in CO ($9M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Lee Supply Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coastal Management Solutions 401(k) Profit Sharing Plan & Tru in VA (241 participants, $2M 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.