401(k) · DOL Form 5500 · 2022
Alex Lee, Inc. 401(k) Plan
Data updated 2026-08-11
- $256M
- Total assets
- 8,274
- Participants
- 96th
- Percentile by assets
- $30,944
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $256M
- total plan assets (2022 EOY)
- 8,274
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $30,944
- avg assets per participant
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.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Alex Lee, Inc. and Affiliates Retirement Savings Plan reports 8,274 participants - 10x that state average ($256M EOY assets).
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.)
| 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.
Alex Lee, Inc. and Affiliates Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Alex Lee, Inc. and Affiliates Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Alex Lee, Inc. and Affiliates Retirement Savings Plan assets move in 2022? ▼
How have Alex Lee, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Alex Lee, Inc. and Affiliates Retirement Savings Plan's numbers.
- By total assets, Alex Lee, Inc. and Affiliates Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Alex Lee, Inc.'s sponsor-wide assets have grown 18.4% since 2022 across 3 plan years on file. More Wholesale Trade plans