401(k) · DOL Form 5500 · 2022

Lee Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$448M
Total assets Above avg plan size
4,792
Participants Above avg headcount
98th
Percentile by assets National rank
$93,471
Avg per participant Below avg balance/head
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Official DOL plan name: Lee Enterprises, Inc. Employees Retirement Account Plan · Sponsored by Lee Enterprises, Inc. · Iowa · Information & Media

$448M in assets, 4,792 participants

Lee Enterprises, Inc.'s Lee Enterprises, Inc. Employees Retirement Account Plan reported $448M in total assets and 4,792 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #2,784 in Information & Media (2,911 peers)

Coverage in Iowa

Lee Enterprises, Inc. Employees Retirement Account Plan covers 4,792 participants in Iowa, 7.9x the typical Iowa plan (state average ~609 per filing). Assets: $448M.

#2,784
in Information & Media (2,911 peers)
-15.9%
assets change YoY
4.5×
vs typical plan assets (national mean)

The plan reported a net loss of $122M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee Enterprises, Inc. Employees Retirement Account Plan's outsized position by total assets

Lee Enterprises, Inc. Employees Retirement Account Plan vs every filed plan by assets

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

$447,913,977 Top 2% higher than 98% 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 Enterprises, Inc. Employees Retirement Account 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. Lee Enterprises, Inc. Employees Retirement Account Plan lands in the large band (4,792 participants).

EBSA filing schedule strip

Filing strip 420823980 · Lee Enterprises, Inc. PY 2022 · 401(k)

Lee Enterprises, Inc. Employees Retirement Account Plan · $448M · 4,792 · 98th

  • PHOTO $448M
  • IND 4,792
  • EOY 98th
  • 5500 401(k)
  • ASSETS near Quarles & Brady LLP Retirement Plan
  • PCT ind #2784

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 Information & Media retirement plans → · Plans in Iowa →

Lee Enterprises, Inc. Employees Retirement Account Plan in the asset neighbourhood

Vitesco Technologies USA, LLC 401(k) PlanVitesco Technologies USA, LL…$448MLee Enterprises, Inc. Employees Retirement Account PlanLee Enterprises, Inc. Employ…$448MQuarles & Brady LLP Retirement PlanQuarles & Brady LLP Retireme…$448MInsperity Corporate 401(k) PlanInsperity Corporate 401(k) P…$448MInformatica LLC 401(k) Retirement PlanInformatica LLC 401(k) Retir…$448M
End-of-year total assets ($M) among Lee Enterprises, Inc. Employees Retirement Account Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$533M
Net Assets (End of Year)$448M
Net Income-$122M
Employer EIN420823980
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Enterprises, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$442M 31.24147324850351% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $642M $442M ▼ -31.2%
Year Plans Participants Total Assets
2022 3 5,241 $642M
2023 2 4,418 $629M
2024 1 3,415 $442M

Nearby 401(k) Plans in Iowa

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

Lee Enterprises, Inc. Employees Retirement Account Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 01234 Total assets ($B) Participants Lee Enterprises, Inc. Employees Retirement Account Plan, Total assets ($B): 0.447913977 · Participants: 4792Lee Enterprises, Inc. Employees Retirement Account PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Lee Enterprises, Inc. Employees Retirement Account Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Lee Enterprises, Inc. Employees Retirement Account Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Quarles & Brady LLP Retirement Plan in WI ($448M); by covered participants it is Advanced Drainage Systems, Inc. Retirement and Stock Ownership Plan in OH (4,791 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($448M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,792 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 Enterprises, Inc. Employees Retirement Account Plan assets move in 2022? ▼
Lee Enterprises, Inc. Employees Retirement Account Plan declined sharply - down 15.9% during 2022, from $533M to $448M. Reported net income was -$122M.
How have Lee Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Enterprises, Inc.'s sponsor-wide assets declined 31.2%, from $642M to $442M.
Where does Lee Enterprises, Inc. Employees Retirement Account Plan rank by assets among Form 5500 filers? ▼
Lee Enterprises, Inc. Employees Retirement Account Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Lee Enterprises, Inc. Employees Retirement Account Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quarles & Brady LLP Retirement Plan in WI ($448M, 922 participants).
Which 401(k) plans cover a similar participant headcount to Lee Enterprises, Inc. Employees Retirement Account Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advanced Drainage Systems, Inc. Retirement and Stock Ownership Plan in OH (4,791 participants, $1.0B 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 420823980.

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.