401(k)
2022 plan-year 401(k) DOL Form 5500

Lee Kum Kee Employees' 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Lee Kum Kee (USA) Inc., - L.a. · California · Wholesale Trade

What the 2023 filing shows

Lee Kum Kee Employees' 401(k) Retirement Plan holds $38M for 411 participants — about $91,737 per participant, down 14.8% over the 2022 plan year.

$38M
total plan assets (2022 EOY)
411
covered participants
$91,737
avg assets per participant
-14.8%
assets change YoY

The plan reported a net loss of $7M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$38M
Participants
411
State
Industry
Wholesale Trade

What the Filing Says About Lee Kum Kee Employees' 401(k) Retirement Plan

Lee Kum Kee Employees' 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Lee Kum Kee (USA) Inc., - L.a., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $38M in total end-of-year assets and covers 411 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 953848577, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $44M at the beginning of 2022 to $38M at year-end — a decline of 14.8%. Net assets (after liabilities) closed the year at $38M, with reported net income of $-6,547,718 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$44M
Total Assets (End of Year)$38M
Net Assets (End of Year)$38M
Net Income$-6,547,718
Plan Type401(k)
Employer EIN953848577
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Kum Kee (USA) Inc., - L.a.)

Year Plans Participants Total Assets
2022 1 411 $38M
2023 1 458 $46M
2024 1 510 $55M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Lee Kum Kee Employees' 401(k) Retirement Plan?
As of the 2022 Form 5500 filing, Lee Kum Kee Employees' 401(k) Retirement Plan holds $38M in total assets with 411 participants. It is sponsored by Lee Kum Kee (USA) Inc., - L.a..
What type of plan is Lee Kum Kee Employees' 401(k) Retirement Plan?
Lee Kum Kee Employees' 401(k) Retirement Plan is a 401(k) plan. It has been effective since 1998-01-01. The plan is filed with the U.S. Department of Labor under EIN 953848577.
Who sponsors the Lee Kum Kee Employees' 401(k) Retirement Plan?
Lee Kum Kee Employees' 401(k) Retirement Plan is sponsored by Lee Kum Kee (USA) Inc., - L.a., located in California. The sponsor's EIN is 953848577 and the plan operates in the Wholesale Trade industry.
How did Lee Kum Kee Employees' 401(k) Retirement Plan perform in 2022?
Lee Kum Kee Employees' 401(k) Retirement Plan declined by 14.8% during 2022, moving from $44M to $38M in total assets. Net income was $-6,547,718.
Where can I find official filings for Lee Kum Kee Employees' 401(k) Retirement Plan?
Official Form 5500 filings for Lee Kum Kee Employees' 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 953848577 or plan name at efast.dol.gov.
How does Lee Kum Kee Employees' 401(k) Retirement Plan compare to other plans?
You can compare Lee Kum Kee Employees' 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 953848577.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.