401(k) · DOL Form 5500 · 2023
Lee Company 401(k) Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 1,398
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $41,929
- Avg per participant Low balance/head
Official DOL plan name: Lee Company 401(k) Plan · Sponsored by Lee Company · Tennessee · Construction
$59M in assets, 1,398 participants
Lee Company's Lee Company 401(k) Plan reported $59M in total assets and 1,398 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,672 in Construction (9,030 peers)
Where Lee Company 401(k) Plan sits by assets
Lee Company 401(k) Plan sits in the top quartile of all filed plans by assets, $59M for 1,398 participants (~$41,929/participant), up 23.6% in 2023.
- #7,672
- in Construction (9,030 peers)
- +23.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Lee Company 401(k) Plan's outsized position by total assets
Lee Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$58,617,027 Top 13% higher than 87% 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 Company 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Company 401(k) Plan lands in the large band (1,398 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lee Company 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Lee Company 401(k) Plan end-of-year assets rose from $47M in the plan year 2022 filing to $59M in the plan year 2023 filing.
- Lee Company 401(k) Plan reported participants rose from 1,269 in the plan year 2022 filing to 1,398 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 620723985 · Lee Company PY 2023 · 401(k)
Lee Company 401(k) Plan · $59M · 1,398 · 87th
- PCT $59M
- PCT 1,398
- PCT 87th
- PCT 401(k)
- PCT near Jacuzzi 401(k) Plan
- PCT ind #7672
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 Construction retirement plans → · Plans in Tennessee →
Lee Company 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $11M |
| Employer EIN | 620723985 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lee Company)
Sponsor-wide plan assets over time
All Lee Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 44.91981018256505% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,269 | $47M |
| 2023 | 1 | 1,398 | $59M |
| 2024 | 1 | 1,403 | $69M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Lee Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Jacuzzi 401(k) Plan in CA ($59M); by covered participants it is Pixar Employee's 401(k) Retirement Plan in CA (1,398 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
- Jacuzzi 401(k) Plan (CA) $59M · 1,103
- Benesys, Inc. Employees' 401(k) Plan and Trust (MI) $59M · 759
- Wp Engine Retirement Plan (TX) $59M · 848
- Momentus Capital Retirement Plan (VA) $59M · 140
Similar participant headcount
Nearest other-state filings by covered participants (1,398 participants); asset peers above are excluded.
- Pixar Employee's 401(k) Retirement Plan (CA) 1,398 · 0 off
- Rpm Pizza, LLC 401(k) Plan (MS) 1,398 · 0 off
- Eclinicalworks Profit Sharing 401(k) Plan (MA) 1,398 · 0 off
- Preferred Home Care 401(k) Plan (NJ) 1,398 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.