401(k) · DOL Form 5500 · 2022

Lee Enterprises, Inc. 401(k) Plan

Data updated 2026-08-11

$448M
Total assets
4,792
Participants
98th
Percentile by assets
$93,471
Avg per participant
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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.

  • 98th percentile by assets (of 139,126 plans)
  • #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.

$448M
total plan assets (2022 EOY)
4,792
covered participants
98th
percentile by assets (of 139,126 plans)
$93,471
avg assets per participant

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.

State

Participants vs Iowa filers

In Iowa, the average filing covers about 609 participants across 1,246 plans. Lee Enterprises, Inc. Employees Retirement Account Plan reports 4,792 participants - 7.9x that state average ($448M EOY assets).

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.)

$400M$500M$600M$700M 202220232024 $642M $442M ▼ -31.2%
Total plan assets by year, all Lee Enterprises, Inc. plans on file
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

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…The Principal Select…Iowa Health System S…The Hy-Vee and Affil…The Rsm US LLP Retir…Transamerica 401(k) …
Lee Enterprises, Inc. Employees Retirement Account Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lee Enterprises, Inc. Employees Retirement Account Plan by total assets, not by location.

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).

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Filing takeaways

Ways to act on Lee Enterprises, Inc. Employees Retirement Account Plan's numbers.