401(k) · DOL Form 5500 · 2023

Lee's Marketplace 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
619
Participants Below avg headcount
57th
Percentile by assets National rank
$14,962
Avg per participant Low balance/head
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Official DOL plan name: Lee's Marketplace, Inc. 401(k) Profit Sharing Plan · Sponsored by Lee's Marketplace · Utah · Retail Trade

$9M in assets, 619 participants

Lee's Marketplace's Lee's Marketplace, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 619 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,682 in Retail Trade (8,414 peers)

Lee's Marketplace multi-year trail

Lee's Marketplace's plans moved +34.9% in assets from 2022 to 2024; this filing shows Lee's Marketplace, Inc. 401(k) Profit Sharing Plan at $9M / 619 participants.

#5,682
in Retail Trade (8,414 peers)
+24.4%
assets growth YoY

Lee's Marketplace, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Lee's Marketplace, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,261,669 Top 43% higher than 57% 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's Marketplace, Inc. 401(k) Profit Sharing 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's Marketplace, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (619 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lee's Marketplace, Inc. 401(k) Profit Sharing Plan reported net income rose from -$923K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lee's Marketplace, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Lee's Marketplace, Inc. 401(k) Profit Sharing Plan reported participants rose from 566 in the plan year 2022 filing to 619 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870372019 · Lee's Marketplace PY 2023 · 401(k)

Lee's Marketplace, Inc. 401(k) Profit Sharing Plan · $9M · 619 · 57th

  • EIN $9M
  • EIN 619
  • EIN 57th
  • EIN 401(k)
  • EIN near Watsontown Trucking Company Retirement Plan
  • EIN ind #5682

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 Utah →

Lee's Marketplace, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Lee's Marketplace, Inc. 401(k) Profit Sharing PlanLee's Marketplace, Inc. 401(…$9MWatsontown Trucking Company Retirement PlanWatsontown Trucking Company …$9MViskoteepak 401(k) Plan$9MBuckner Heavylift Cranes, LLC 401(k) PlanBuckner Heavylift Cranes, LL…$9MCharger Water Treatment Products LLC. 401(k) PlanCharger Water Treatment Prod…$9M
End-of-year total assets ($M) among Lee's Marketplace, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lee's Marketplace multi-year asset trail

Sponsor-wide plan assets over time

All Lee's Marketplace plans reported in each filing year

Latest sponsor-wide plan assets
$10M 34.87363085311804% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.44M $10M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 566 $7M
2023 1 619 $9M
2024 1 644 $10M

Lee's Marketplace filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN870372019
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Lee's Marketplace, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Lee's Marketplace, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.009261669 · Participants: 619Lee's Marketplace, Inc. 401(k) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Lee's Marketplace, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Lee's Marketplace, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lee's Marketplace, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Watsontown Trucking Company Retirement Plan in PA ($9M); by covered participants it is The Southern Devall Group 401(k) Plan in TN (619 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (619 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's Marketplace, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Lee's Marketplace, Inc. 401(k) Profit Sharing Plan grew sharply - up 24.4% during 2023, from $7M to $9M. Reported net income was $2M.
How have Lee's Marketplace plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee's Marketplace's sponsor-wide assets grew 34.9%, from $7M to $10M.
Which 401(k) plans are similar in size to Lee's Marketplace, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Watsontown Trucking Company Retirement Plan in PA ($9M, 866 participants).
Which 401(k) plans cover a similar participant headcount to Lee's Marketplace, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Southern Devall Group 401(k) Plan in TN (619 participants, $59M 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 870372019.

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.