401(k) · DOL Form 5500 · 2023

Lee Aerospace, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
162
Participants Small participant base
67th
Percentile by assets National rank
$91,251
Avg per participant Below avg balance/head
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Official DOL plan name: Lee Aerospace, Inc. 401(k) Plan · Sponsored by Lee Aerospace, Inc. · Kansas · Manufacturing

$15M in assets, 162 participants

Lee Aerospace, Inc.'s Lee Aerospace, Inc. 401(k) Plan reported $15M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #10,354 in Manufacturing (18,722 peers)

Coverage in Kansas

Lee Aerospace, Inc. 401(k) Plan covers 162 participants in Kansas, about 45% of the average Kansas filer (state average ~360 per filing). Assets: $15M.

#10,354
in Manufacturing (18,722 peers)
+27.7%
assets growth YoY

Lee Aerospace, Inc. 401(k) Plan's outsized position by total assets

Lee Aerospace, Inc. 401(k) Plan vs every filed plan by assets

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

$14,782,721 Top 33% higher than 67% 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 Aerospace, Inc. 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 Aerospace, Inc. 401(k) Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lee Aerospace, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lee Aerospace, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Lee Aerospace, Inc. 401(k) Plan reported participants rose from 159 in the plan year 2022 filing to 162 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 481072049 · Lee Aerospace, Inc. PY 2023 · 401(k)

Lee Aerospace, Inc. 401(k) Plan · $15M · 162 · 67th

  • EOY $15M
  • 5500 162
  • ASSETS 67th
  • PCT 401(k)
  • EIN near American Para Professional Systems, Inc. 401(k) Plan
  • RANK ind #10354

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 Kansas →

Lee Aerospace, Inc. 401(k) Plan in the asset neighbourhood

Lee Aerospace, Inc. 401(k) PlanLee Aerospace, Inc. 401(k) P…$15MAmerican Para Professional Systems, Inc. 401(k) PlanAmerican Para Professional S…$15MSpinnaker Support 401(k) Retirement PlanSpinnaker Support 401(k) Ret…$15MTotten Tubes, Inc. Profit Sharing PlanTotten Tubes, Inc. Profit Sh…$15MClear Mountain Bank, Inc. 401(k) PlanClear Mountain Bank, Inc. 40…$15M
End-of-year total assets ($M) among Lee Aerospace, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN481072049
Plan Effective Date2014-01-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Aerospace, Inc.)

Sponsor-wide plan assets over time

All Lee Aerospace, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 56.201478994470285% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11.6M $18.1M ▲ +56.2%
Year Plans Participants Total Assets
2022 1 159 $12M
2023 1 162 $15M
2024 1 171 $18M

Nearby 401(k) Plans in Kansas

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

Lee Aerospace, Inc. 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Lee Aerospace, Inc. 401(k) Plan, Total assets ($B): 0.014782721 · Participants: 162Lee Aerospace, Inc. 401(k) PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Lee Aerospace, Inc. 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Lee Aerospace, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Kansas, the nearest 401(k) by assets is American Para Professional Systems, Inc. 401(k) Plan in NY ($15M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Aerospace, Inc. 401(k) Plan assets move in 2023? ▼
Lee Aerospace, Inc. 401(k) Plan grew sharply - up 27.7% during 2023, from $12M to $15M. Reported net income was $3M.
How have Lee Aerospace, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Aerospace, Inc.'s sponsor-wide assets grew 56.2%, from $12M to $18M.
Which 401(k) plans are similar in size to Lee Aerospace, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Para Professional Systems, Inc. 401(k) Plan in NY ($15M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Lee Aerospace, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants, N/A 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 481072049.

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.