401(k) · DOL Form 5500 · 2022

Albert Lee, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
158
Participants Small participant base
77th
Percentile by assets National rank
$128,419
Avg per participant Near avg balance/head
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Official DOL plan name: Albert Lee, Inc. 401(k) Plan · Sponsored by Albert Lee, Inc. · Washington · Retail Trade

$20M in assets, 158 participants

Albert Lee, Inc.'s Albert Lee, Inc. 401(k) Plan reported $20M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #8,248 in Retail Trade (9,519 peers)

Coverage in Washington

Albert Lee, Inc. 401(k) Plan covers 158 participants in Washington, about 11% of the average Washington filer (state average ~1,476 per filing). Assets: $20M.

#8,248
in Retail Trade (9,519 peers)
-12.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Albert Lee, Inc. 401(k) Plan's outsized position by total assets

Albert Lee, Inc. 401(k) Plan vs every filed plan by assets

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

$20,290,244 Top 23% higher than 77% 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

Albert Lee, Inc. 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. Albert Lee, Inc. 401(k) Plan sits mid-pack in the medium band (158 participants).

Plan-year Form 5500 strip

Filing strip 910930205 · Albert Lee, Inc. PY 2022 · 401(k)

Albert Lee, Inc. 401(k) Plan · $20M · 158 · 77th

  • PCT $20M
  • EIN 158
  • RANK 77th
  • PHOTO 401(k)
  • IND near Transurban (USA) 401(k) Profit Sharing Plan
  • EOY ind #8248

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 Retail Trade retirement plans → · Plans in Washington →

Albert Lee, Inc. 401(k) Plan in the asset neighbourhood

Albert Lee, Inc. 401(k) Plan$20MTransurban (USA) 401(k) Profit Sharing PlanTransurban (USA) 401(k) Prof…$20MEgnyte, Inc. 401(k) Plan$20MHealthpartners Services, Inc. Retirement Savings PlanHealthpartners Services, Inc…$20MBrox Industries, Inc. 401(k) Retirement PlanBrox Industries, Inc. 401(k)…$20M
End-of-year total assets ($M) among Albert Lee, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN910930205
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Albert Lee, Inc.)

Sponsor-wide plan assets over time

All Albert Lee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 28.304765580936337% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.3M $26M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 158 $20M
2023 1 176 $24M
2024 1 176 $26M

Nearby 401(k) Plans in Washington

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

Albert Lee, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Albert Lee, Inc. 401(k) Plan, Total assets ($B): 0.020290244 · Participants: 158Albert Lee, Inc. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Albert Lee, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Albert Lee, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Transurban (USA) 401(k) Profit Sharing Plan in VA ($20M); by covered participants it is The Bill Gatton Family of Dealerships Profit in TN (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Albert Lee, Inc. 401(k) Plan assets move in 2022? ▼
Albert Lee, Inc. 401(k) Plan pulled back noticeably - down 12.2% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Albert Lee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albert Lee, Inc.'s sponsor-wide assets grew 28.3%, from $20M to $26M.
Where does Albert Lee, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Albert Lee, Inc. 401(k) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Albert Lee, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Transurban (USA) 401(k) Profit Sharing Plan in VA ($20M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Albert Lee, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bill Gatton Family of Dealerships Profit in TN (158 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 910930205.

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.