401(k) · DOL Form 5500 · 2022

Lee Bank 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
83
Participants Small participant base
70th
Percentile by assets National rank
$159,193
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lee Bank 401(k) Plan · Sponsored by Lee Bank · Massachusetts · Finance & Insurance

$13M in assets, 83 participants

Lee Bank's Lee Bank 401(k) Plan reported $13M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #5,033 in Finance & Insurance (9,261 peers)

Lee Bank multi-year trail

Lee Bank's plans moved +41.4% in assets from 2022 to 2024; this filing shows Lee Bank 401(k) Plan at $13M / 83 participants.

#5,033
in Finance & Insurance (9,261 peers)
-29.9%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee Bank 401(k) Plan's outsized position by total assets

Lee Bank 401(k) Plan vs every filed plan by assets

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

$13,213,053 Top 30% higher than 70% 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 Bank 401(k) 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 Bank 401(k) Plan is a small filing (83 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 043158399 · Lee Bank PY 2022 · 401(k)

Lee Bank 401(k) Plan · $13M · 83 · 70th

  • NET $13M
  • BOOK 83
  • VS-ST 70th
  • BOY 401(k)
  • SCH near Richard Goettle, Inc. 401(k) Plan
  • EBSA ind #5033

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Lee Bank 401(k) Plan in the asset neighbourhood

Lee Bank 401(k) Plan$13MRichard Goettle, Inc. 401(k) PlanRichard Goettle, Inc. 401(k)…$13MBread for the World, Inc. 401(k) PlanBread for the World, Inc. 40…$13MTrilogy Financial Services, Inc. 401(k) Profit Sharing PlanTrilogy Financial Services, …$13MThe Ezralow Company, LLC 401(k) Profit Sharing PlanThe Ezralow Company, LLC 401…$13M
End-of-year total assets ($M) among Lee Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lee Bank multi-year asset trail

Sponsor-wide plan assets over time

All Lee Bank plans reported in each filing year

Latest sponsor-wide plan assets
$24M 41.43191245563748% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.2M $24.4M ▲ +41.4%
Year Plans Participants Total Assets
2022 2 94 $17M
2023 2 89 $21M
2024 2 136 $24M

Lee Bank filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$13M
Net Income-$6M
Employer EIN043158399
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Lee Bank 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Lee Bank 401(k) Plan, Total assets ($B): 0.013213053 · Participants: 83Lee Bank 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Lee Bank 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Lee Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Richard Goettle, Inc. 401(k) Plan in OH ($13M); by covered participants it is Focus Alaska 401(k) in AK (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Bank 401(k) Plan assets move in 2022? ▼
Lee Bank 401(k) Plan declined sharply - down 29.9% during 2022, from $19M to $13M. Reported net income was -$6M.
How have Lee Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Bank's sponsor-wide assets grew 41.4%, from $17M to $24M.
Which 401(k) plans are similar in size to Lee Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Richard Goettle, Inc. 401(k) Plan in OH ($13M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Lee Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Focus Alaska 401(k) in AK (83 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 043158399.

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.