401(k) · DOL Form 5500 · 2023
Lee Motor Group Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 275
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $51,540
- Avg per participant Low balance/head
Official DOL plan name: Lee Motor Group Inc. Employees' 401(k) Plan · Sponsored by Lee Motor Group Inc. · North Carolina · Retail Trade
$14M in assets, 275 participants
Lee Motor Group Inc.'s Lee Motor Group Inc. Employees' 401(k) Plan reported $14M in total assets and 275 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #6,456 in Retail Trade (8,414 peers)
Coverage in North Carolina
Lee Motor Group Inc. Employees' 401(k) Plan covers 275 participants in North Carolina, about 34% of the average North Carolina filer (state average ~819 per filing). Assets: $14M.
- #6,456
- in Retail Trade (8,414 peers)
- +26.3%
- assets growth YoY
Lee Motor Group Inc. Employees' 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Lee Motor Group Inc. Employees' 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,173,634 Top 34% higher than 66% 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 Motor Group Inc. Employees' 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 Motor Group Inc. Employees' 401(k) Plan sits mid-pack in the medium band (275 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lee Motor Group Inc. Employees' 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Lee Motor Group Inc. Employees' 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Lee Motor Group Inc. Employees' 401(k) Plan reported participants rose from 271 in the plan year 2022 filing to 275 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 566282662 · Lee Motor Group Inc. PY 2023 · 401(k)
Lee Motor Group Inc. Employees' 401(k) Plan · $14M · 275 · 66th
- TYPE $14M
- TYPE 275
- TYPE 66th
- TYPE 401(k)
- TYPE near Ibisworld 401(k) Plan
- TYPE ind #6456
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 North Carolina →
Lee Motor Group Inc. Employees' 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 566282662 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lee Motor Group Inc.)
Sponsor-wide plan assets over time
All Lee Motor Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 44.04757013036916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 271 | $11M |
| 2023 | 1 | 275 | $14M |
| 2024 | 1 | 324 | $16M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Lee Motor Group Inc. Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Ibisworld 401(k) Plan in CA ($14M); by covered participants it is Centrus Savings Program in MD (275 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Ibisworld 401(k) Plan (CA) $14M · 227
- Dermatology Associates, P.C. Profit Sharing Plan (TN) $14M · 126
- Electric Supply 401(k) Retirement Savings Plan (FL) $14M · 197
- Western Industrial Contractors, Inc. 401(k) Plan (CO) $14M · 143
Similar participant headcount
Nearest other-state filings by covered participants (275 participants); asset peers above are excluded.
- Centrus Savings Program (MD) 275 · 0 off
- Alpha Measurement Solutions, LLC. (TX) 275 · 0 off
- Stanley G. Alexander, Inc. 401(k) Plan (CA) 275 · 0 off
- Rti 401(k) Plan (NE) 275 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.