Defined Benefit (Pension) · DOL Form 5500 · 2022

Kerry Lee, Inc Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
38th
Percentile by assets National rank
$643,196
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Kerry Lee, Inc. Retirement Plan · Sponsored by Kerry Lee, Inc · California · Retail Trade

$3M in assets, 4 participants

Kerry Lee, Inc's Kerry Lee, Inc. Retirement Plan reported $3M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,486 in Retail Trade (9,519 peers)

What the 2022 filing shows

Kerry Lee, Inc. Retirement Plan holds $3M for 4 participants - about $643,196 per participant, in the lower half of filed plans by assets.

#4,486
in Retail Trade (9,519 peers)
-2.3%
assets change YoY

The plan reported a net loss of $60K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kerry Lee, Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Kerry Lee, Inc. Retirement Plan vs every filed plan by assets

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

$2,572,783 38th percentile higher than 38% 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

Kerry Lee, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kerry Lee, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 942769550 · Kerry Lee, Inc PY 2022 · Defined Benefit (Pension)

Kerry Lee, Inc. Retirement Plan · $3M · 4 · 38th

  • EOY $3M
  • 5500 4
  • ASSETS 38th
  • PCT Defined Benefit (Pension)
  • EIN near Board Machine, Inc. Employees' Pension Plan
  • RANK ind #4486

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 California →

Kerry Lee, Inc. Retirement Plan in the asset neighbourhood

Board Machine, Inc. Employees' Pension PlanBoard Machine, Inc. Employee…$3MR. R. Donnelley Pension Plan - Puerto RicoR. R. Donnelley Pension Plan…$3MKerry Lee, Inc. Retirement PlanKerry Lee, Inc. Retirement P…$3MD & W Jewelry Co. Pension PlanD & W Jewelry Co. Pension Pl…$3MOperative Plasterers and Cement Masons Local 394 Pension Trust FundOperative Plasterers and Cem…$3M
End-of-year total assets ($M) among Kerry Lee, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$60K
Employer EIN942769550
Plan Effective Date2005-05-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kerry Lee, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Kerry Lee, Inc. Retirement Plan, Total assets ($B): 0.002572783 · Participants: 4Kerry Lee, Inc. Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Kerry Lee, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Kerry Lee, Inc. Retirement Plan side-by-side with 3 peers →

Kerry Lee, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Board Machine, Inc. Employees' Pension Plan in IL ($3M); by covered participants it is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants). Same-state nearby plans are listed separately above.

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 Kerry Lee, Inc. Retirement Plan assets move in 2022? ▼
Kerry Lee, Inc. Retirement Plan edged down modestly - down 2.3% during 2022, from $3M to $3M. Reported net income was -$60K.
Which Defined Benefit (Pension) plans are similar in size to Kerry Lee, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Board Machine, Inc. Employees' Pension Plan in IL ($3M, 10 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kerry Lee, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants, $7M 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 942769550.

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.