Profit Sharing · DOL Form 5500 · 2022

Lee Land & Lumber, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
38th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement · Sponsored by Lee Land & Lumber, Inc. · Montana · Wholesale Trade

$3M in assets, 2 participants

Lee Land & Lumber, Inc.'s Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement reported $3M in total assets and 2 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.

  • #1,753 in Wholesale Trade (6,843 peers)

What the 2022 filing shows

Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement holds $3M for 2 participants - about $1.3M per participant, in the lower half of filed plans by assets.

#1,753
in Wholesale Trade (6,843 peers)
-1.5%
assets change YoY

The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement's mid-pack asset rank among Wholesale Trade and all filers

Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement vs every filed plan by assets

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

$2,658,990 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

Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 810392907 · Lee Land & Lumber, Inc. PY 2022 · Profit Sharing

Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement · $3M · 2 · 38th

  • ASSETS $3M
  • ASSETS 2
  • ASSETS 38th
  • ASSETS Profit Sharing
  • ASSETS near Brantley Nurseries Profit Sharing Plan
  • ASSETS ind #1753

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 Montana →

Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement in the asset neighbourhood

Lee Land & Lumber, Inc. Standardized Pension Plan & Trust AgreementLee Land & Lumber, Inc. Stan…$3MBrantley Nurseries Profit Sharing PlanBrantley Nurseries Profit Sh…$3MKirk Horse Insurance, LLC Profit Sharing PlanKirk Horse Insurance, LLC Pr…$3MMiddleburg Millwork Inc Employees Profit Sharing PlanMiddleburg Millwork Inc Empl…$3MConvenience Center Consulting Company Profit SharingConvenience Center Consultin…$3M
End-of-year total assets ($M) among Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement and nearest nationwide Profit Sharing 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-$39K
Employer EIN810392907
Plan Effective Date1980-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Land & Lumber, Inc.)

Sponsor-wide plan assets over time

All Lee Land & Lumber, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.678787810409215% vs 2022
2024 filing year
$2.3M$2.4M$2.5M$2.6M$2.7M 202220232024 $2.66M $2.4M ▼ -9.8%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $2M

Nearby Profit Sharing Plans in Montana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000100200300400500 -20020406080 Total assets ($M) Participants Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement, Total assets ($M): 2.65899 · Participants: 2Lee Land & Lumber, Inc. Standardized Pension Plan & Trust AgreementCushing Terrell 401(k) Retirement Plan, Total assets ($M): 60.760954 · Participants: 424Cushing Terrell 401(k) Retirement PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 16.757364 · Participants: 28Okeefe Drilling Company Profit-Sharing TrustBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 16.634382 · Participants: 244Barrett Hospital Development Corporation 403(b) PlanLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 13.111631 · Participants: 155Langlas & Associates, Inc. Profit Sharing PlanBlue Rock Products Company Profit Sharing Plan, Total assets ($M): 10.034176 · Participants: 71Blue Rock Products Company Profit Sharing Plan
Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement side-by-side with 3 peers →

Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is Brantley Nurseries Profit Sharing Plan in FL ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement assets move in 2022? ▼
Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement edged down modestly - down 1.5% during 2022, from $3M to $3M. Reported net income was -$39K.
How have Lee Land & Lumber, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Land & Lumber, Inc.'s sponsor-wide assets declined 9.7%, from $3M to $2M.
Which Profit Sharing plans are similar in size to Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement? ▼
Among Profit Sharing plans in other states, the closest by assets is Brantley Nurseries Profit Sharing Plan in FL ($3M, 61 participants).
Which Profit Sharing plans cover a similar participant headcount to Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 810392907.

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.