401(k) · DOL Form 5500 · 2023

Lee Beverage of Wisconsin, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
215
Participants Below avg headcount
47th
Percentile by assets National rank
$26,897
Avg per participant Low balance/head
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Official DOL plan name: Lee Beverage of Wisconsin, LLC 401(k) Plan · Sponsored by Lee Beverage of Wisconsin, LLC · Wisconsin · Wholesale Trade

$6M in assets, 215 participants

Lee Beverage of Wisconsin, LLC's Lee Beverage of Wisconsin, LLC 401(k) Plan reported $6M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,305 in Wholesale Trade (6,309 peers)

Coverage in Wisconsin

Lee Beverage of Wisconsin, LLC 401(k) Plan covers 215 participants in Wisconsin, about 38% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.

#2,305
in Wholesale Trade (6,309 peers)
+22.6%
assets growth YoY

Lee Beverage of Wisconsin, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Lee Beverage of Wisconsin, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,782,864 47th percentile higher than 47% of 127,068 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 2023

Lee Beverage of Wisconsin, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Beverage of Wisconsin, LLC 401(k) Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lee Beverage of Wisconsin, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lee Beverage of Wisconsin, LLC 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lee Beverage of Wisconsin, LLC 401(k) Plan reported participants rose from 209 in the plan year 2022 filing to 215 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391998988 · Lee Beverage of Wisconsin, LLC PY 2023 · 401(k)

Lee Beverage of Wisconsin, LLC 401(k) Plan · $6M · 215 · 47th

  • TYPE $6M
  • NET 215
  • BOOK 47th
  • VS-ST 401(k)
  • BOY near Veneklasen Associates 401(k) Plan and Trust
  • SCH ind #2305

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 Wisconsin →

Lee Beverage of Wisconsin, LLC 401(k) Plan in the asset neighbourhood

Lee Beverage of Wisconsin, LLC 401(k) PlanLee Beverage of Wisconsin, L…$6MVeneklasen Associates 401(k) Plan and TrustVeneklasen Associates 401(k)…$6MLtfa 401(k) Plan$6MCorpus Christi Polymers LLC 401(k) PlanCorpus Christi Polymers LLC …$6MSpartan Race, Inc. 401(k) PlanSpartan Race, Inc. 401(k) Pl…$6M
End-of-year total assets ($M) among Lee Beverage of Wisconsin, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN391998988
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Beverage of Wisconsin, LLC)

Sponsor-wide plan assets over time

All Lee Beverage of Wisconsin, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 47.81420608650584% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.72M $6.97M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 209 $5M
2023 1 215 $6M
2024 1 222 $7M

Nearby 401(k) Plans in Wisconsin

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

Lee Beverage of Wisconsin, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Lee Beverage of Wisconsin, LLC 401(k) Plan, Total assets ($B): 0.005782864 · Participants: 215Lee Beverage of Wisconsin, LLC 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Lee Beverage of Wisconsin, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lee Beverage of Wisconsin, LLC 401(k) Plan side-by-side with 3 peers →

Lee Beverage of Wisconsin, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Veneklasen Associates 401(k) Plan and Trust in CA ($6M); by covered participants it is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (215 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.

Frequently Asked Questions

How did Lee Beverage of Wisconsin, LLC 401(k) Plan assets move in 2023? ▼
Lee Beverage of Wisconsin, LLC 401(k) Plan grew sharply - up 22.6% during 2023, from $5M to $6M. Reported net income was $1M.
How have Lee Beverage of Wisconsin, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Beverage of Wisconsin, LLC's sponsor-wide assets grew 47.8%, from $5M to $7M.
Which 401(k) plans are similar in size to Lee Beverage of Wisconsin, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Veneklasen Associates 401(k) Plan and Trust in CA ($6M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Lee Beverage of Wisconsin, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants, $33M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391998988.

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.