Profit Sharing · DOL Form 5500 · 2022

The Lee Company Profit Sharing Plan

Data updated 2026-08-25

$396M
Total assets Above avg plan size
930
Participants Near avg headcount
97th
Percentile by assets National rank
$426,324
Avg per participant High balance/head
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Official DOL plan name: The Lee Company Profit Sharing Plan · Sponsored by The Lee Company · Connecticut · Manufacturing

$396M in assets, 930 participants

The Lee Company's The Lee Company Profit Sharing Plan reported $396M in total assets and 930 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,741 in Manufacturing (20,602 peers)

Where The Lee Company Profit Sharing Plan sits by assets

The Lee Company Profit Sharing Plan sits in the top 5% of all filed plans by assets, $396M for 930 participants (~$426,324/participant), up 1.8% in 2022.

#19,741
in Manufacturing (20,602 peers)
+1.8%
assets growth YoY
4.0×
vs typical plan assets (national mean)

The Lee Company Profit Sharing Plan's outsized position by total assets

The Lee Company Profit Sharing Plan vs every filed plan by assets

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

$396,481,458 Top 3% higher than 97% 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

The Lee Company Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lee Company Profit Sharing Plan sits mid-pack in the medium band (930 participants).

Form 5500 schedule snapshot

Filing strip 060639381 · The Lee Company PY 2022 · Profit Sharing

The Lee Company Profit Sharing Plan · $396M · 930 · 97th

  • BOOK $396M
  • VS-ST 930
  • BOY 97th
  • SCH Profit Sharing
  • EBSA near Cargill Employee Retirement Account Plan
  • PART ind #19741

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 Manufacturing retirement plans → · Plans in Connecticut →

The Lee Company Profit Sharing Plan in the asset neighbourhood

Hawaii Electricians Annuity PlanHawaii Electricians Annuity …$402MI.B.E.W. Local Union No 357 Pension Trust Fund, Plan BI.B.E.W. Local Union No 357 …$401MCargill Employee Retirement Account PlanCargill Employee Retirement …$397MThe Lee Company Profit Sharing PlanThe Lee Company Profit Shari…$396MStructural Iron Workers Local #1 Annuity PlanStructural Iron Workers Loca…$393M
End-of-year total assets ($M) among The Lee Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$389M
Net Assets (End of Year)$396M
Net Income$7M
Employer EIN060639381
Plan Effective Date1953-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lee Company)

Sponsor-wide plan assets over time

All The Lee Company plans reported in each filing year

Latest sponsor-wide plan assets
$449M 13.314569429372911% vs 2022
2023 filing year
$380M$400M$420M$440M$460M 20222023 $396M $449M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 930 $396M
2023 1 989 $449M

Nearby Profit Sharing Plans in Connecticut

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

The Lee Company Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.5 Total assets ($B) Participants The Lee Company Profit Sharing Plan, Total assets ($B): 0.396481458 · Participants: 930The Lee Company Profit Sharing PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.23187796 · Participants: 10777North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.377103214 · Participants: 2969Connecticut Children's Retirement Savings PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.215365797 · Participants: 3141Connecticut Laborers' Annuity PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.212382275 · Participants: 2456Connecticut Pipetrades Local No. 777 Annuity PlanBridgeport Hospital Employer Contribution Retirement Plan, Total assets ($B): 0.186671485 · Participants: 4221Bridgeport Hospital Employer Contribution Retirement Plan
The Lee Company Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare The Lee Company Profit Sharing Plan side-by-side with 3 peers →

The Lee Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Cargill Employee Retirement Account Plan in MN ($397M); by covered participants it is Judge Rotenberg Educational Center, Inc. Retiremen in MA (930 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($396M here).

Similar participant headcount

Nearest other-state filings by covered participants (930 participants); asset peers above are excluded.

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 The Lee Company Profit Sharing Plan assets move in 2022? ▼
The Lee Company Profit Sharing Plan edged up modestly - up 1.8% during 2022, from $389M to $396M. Reported net income was $7M.
How have The Lee Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Lee Company's sponsor-wide assets grew 13.3%, from $396M to $449M.
Where does The Lee Company Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Lee Company Profit Sharing Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to The Lee Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cargill Employee Retirement Account Plan in MN ($397M, 18,794 participants).
Which Profit Sharing plans cover a similar participant headcount to The Lee Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Judge Rotenberg Educational Center, Inc. Retiremen in MA (930 participants, $44M 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 060639381.

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.