401(k) · DOL Form 5500 · 2023
St. Louis Real Estate Advisors LLC D/B/a Lee and Associates of St. Lou 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $566,718
- Avg per participant High balance/head
Official DOL plan name: Lee & Associates of St. Louis 401(k) Plan · Sponsored by St. Louis Real Estate Advisors LLC D/B/a Lee and Associates of St. Lou · Missouri · Real Estate
$3M in assets, 6 participants
St. Louis Real Estate Advisors LLC D/B/a Lee and Associates of St. Lou's Lee & Associates of St. Louis 401(k) Plan reported $3M in total assets and 6 participants in its 2023 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.
- #2,717 in Real Estate (4,727 peers)
St. Louis Real Estate Advisors LLC D/B/a Lee and Associates of St. Lou multi-year trail
St. Louis Real Estate Advisors LLC D/B/a Lee and Associates of St. Lou's plans moved +39.1% in assets from 2022 to 2024; this filing shows Lee & Associates of St. Louis 401(k) Plan at $3M / 6 participants.
- #2,717
- in Real Estate (4,727 peers)
- +18.2%
- assets growth YoY
Lee & Associates of St. Louis 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Lee & Associates of St. Louis 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,400,306 38th percentile higher than 38% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lee & Associates of St. Louis 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee & Associates of St. Louis 401(k) Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lee & Associates of St. Louis 401(k) Plan reported net income rose from -$286K in the plan year 2022 filing to $523K in the plan year 2023 filing.
- Lee & Associates of St. Louis 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 200823676 · St. Louis Real Estate Advisors LLC D/B/a Lee and Associates of St. Lou PY 2023 · 401(k)
Lee & Associates of St. Louis 401(k) Plan · $3M · 6 · 38th
- IND $3M
- IND 6
- IND 38th
- IND 401(k)
- IND near Tarek Hassanein, M.D. 401(k) Profit Sharing Plan
- IND ind #2717
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 Real Estate retirement plans → · Plans in Missouri →
Lee & Associates of St. Louis 401(k) Plan in the asset neighbourhood
St. Louis Real Estate Advisors LLC D/B/a Lee and Associates of St. Lou multi-year asset trail
Sponsor-wide plan assets over time
All St. Louis Real Estate Advisors LLC D/B/a Lee and Associates of St. Lou plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 39.09708402465904% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $3M |
| 2023 | 1 | 6 | $3M |
| 2024 | 1 | 6 | $4M |
St. Louis Real Estate Advisors LLC D/B/a Lee and Associates of St. Lou filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $523K |
| Employer EIN | 200823676 |
| Plan Effective Date | 2004-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Lee & Associates of St. Louis 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Tarek Hassanein, M.D. 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.