401(k) · DOL Form 5500 · 2022
Alex Lee, Inc. 401(k) Plan
Data updated 2026-08-25
- $256M
- Total assets Near avg plan size
- 8,274
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $30,944
- Avg per participant Low balance/head
Official DOL plan name: Alex Lee, Inc. and Affiliates Retirement Savings Plan · Sponsored by Alex Lee, Inc. · North Carolina · Wholesale Trade
$256M in assets, 8,274 participants
Alex Lee, Inc.'s Alex Lee, Inc. and Affiliates Retirement Savings Plan reported $256M in total assets and 8,274 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #6,667 in Wholesale Trade (6,843 peers)
Coverage in North Carolina
Alex Lee, Inc. and Affiliates Retirement Savings Plan covers 8,274 participants in North Carolina, 10x the typical North Carolina plan (state average ~819 per filing). Assets: $256M.
- #6,667
- in Wholesale Trade (6,843 peers)
- -12.8%
- assets change YoY
- 2.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alex Lee, Inc. and Affiliates Retirement Savings Plan's outsized position by total assets
Alex Lee, Inc. and Affiliates Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$256,032,009 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Alex Lee, Inc. and Affiliates Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alex Lee, Inc. and Affiliates Retirement Savings Plan lands in the large band (8,274 participants).
Published 5500 schedule card
Filing strip 561780605 · Alex Lee, Inc. PY 2022 · 401(k)
Alex Lee, Inc. and Affiliates Retirement Savings Plan · $256M · 8,274 · 96th
- IND $256M
- IND 8,274
- IND 96th
- IND 401(k)
- IND near Red Bull North America, Inc. Retirement Income Plan
- IND ind #6667
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 North Carolina →
Alex Lee, Inc. and Affiliates Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $293M |
|---|---|
| Net Assets (End of Year) | $256M |
| Net Income | -$37M |
| Employer EIN | 561780605 |
| Plan Effective Date | 1987-04-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alex Lee, Inc.)
Sponsor-wide plan assets over time
All Alex Lee, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $638M 18.435517880714325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,294 | $538M |
| 2023 | 2 | 16,599 | $620M |
| 2024 | 2 | 17,211 | $638M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Scale composition for Alex Lee, Inc. and Affiliates Retirement Savings Plan
Alex Lee, Inc. and Affiliates Retirement Savings Plan reports $256M in end-of-year assets across 8,274 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $30,944 per participant (22% of the national average assets-per-participant) . Net income for plan year 2022 was -$37M.
This plan identity (EIN 561780605, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $256M to $323M (+26.2%) while covered participants moved from 8,274 to 10,772 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,274 | $256M | This page |
| 2023 | 10,418 | $295M | Open filing |
| 2024 · index core | 10,772 | $323M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Alex Lee, Inc. and Affiliates Retirement Savings Plan (401(k), $323M, 10,772 participants)
- Alex Lee, Inc. and Affiliates Pension Plan (Defined Benefit (Pension), $315M, 6,439 participants)
Alex Lee, Inc. and Affiliates Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Red Bull North America, Inc. Retirement Income Plan in CA ($256M); by covered participants it is Ciox Health 401(k) Plan in AZ (8,278 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($256M here).
- Red Bull North America, Inc. Retirement Income Plan (CA) $256M · 4,088
- Wiley Rein LLP Retirement Plan (DC) $256M · 434
- Encova Insurance 401(k) Plan (OH) $256M · 1,145
- Equity Residential Advantage Retirement Savings Plan (IL) $256M · 2,223
Similar participant headcount
Nearest other-state filings by covered participants (8,274 participants); asset peers above are excluded.
- Ciox Health 401(k) Plan (AZ) 8,278 · 4 off
- Monro, Inc. 401(k) Plan (NY) 8,266 · 8 off
- The Ametek Retirement and Savings Plan (PA) 8,263 · 11 off
- Stitch Fix, Inc. 401(k) Savings Plan (CA) 8,285 · 11 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.