401(k) · DOL Form 5500 · 2023

Lee Supply Corp. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 309
Participants Below avg headcount: 60th
Percentile by assets National rank: $35,177
Avg per participant Low balance/head

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Official DOL plan name: Lee Supply Corp. 401(k) Plan · Sponsored by Lee Supply Corp. · Indiana · Wholesale Trade

$11M in assets, 309 participants

Lee Supply Corp.'s Lee Supply Corp. 401(k) Plan reported $11M in total assets and 309 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

#3,336 in Wholesale Trade (6,309 peers)

Lee Supply Corp. multi-year trail

Lee Supply Corp.'s plans moved +39.0% in assets from 2022 to 2024; this filing shows Lee Supply Corp. 401(k) Plan at $11M / 309 participants.

#3,336
in Wholesale Trade (6,309 peers): +27.2%
assets growth YoY

Lee Supply Corp. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Lee Supply Corp. 401(k) Plan vs every filed plan by assets

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

$10,869,843 Top 40% higher than 60% 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 Supply Corp. 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 Supply Corp. 401(k) Plan sits mid-pack in the medium band (309 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Lee Supply Corp. 401(k) Plan reported net income rose from -$976K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Lee Supply Corp. 401(k) Plan reported participants rose from 241 in the plan year 2022 filing to 309 in the plan year 2023 filing.
Lee Supply Corp. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 351310996 · Lee Supply Corp. PY 2023 · 401(k)

Lee Supply Corp. 401(k) Plan · $11M · 309 · 60th

5500 $11M
ASSETS 309
PCT 60th
EIN 401(k)
RANK near Gallagher & Associates LLC 401(k) Retirement Plan
PHOTO ind #3336

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 Wholesale Trade retirement plans → · Plans in Indiana →

End-of-year total assets ($M) among Lee Supply Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lee Supply Corp. multi-year asset trail

Latest sponsor-wide plan assets: $15M 38.99604194543305% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	253	$11M
2023	2	321	$13M
2024	2	320	$15M

Lee Supply Corp. filing trail (2023)

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$11M
Net Income	$2M
Employer EIN	351310996
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Lee Supply Corp. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare Lee Supply Corp. 401(k) Plan side-by-side with 3 peers →

Lee Supply Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Gallagher & Associates LLC 401(k) Retirement Plan in NY ($11M); by covered participants it is Jams, Inc. 401(k) Retirement Savings Plan in CA (309 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Gallagher & Associates LLC 401(k) Retirement Plan (NY) $11M · 81
Southlaw, P.C. 401(k) Retirement Plan (KS) $11M · 89
Norwich Commercial Group, Inc. 401(k) Plan (CT) $11M · 274
X Technologies, Inc. 401(k) Plan (TX) $11M · 131

Similar participant headcount

Nearest other-state filings by covered participants (309 participants); asset peers above are excluded.

Jams, Inc. 401(k) Retirement Savings Plan (CA) 309 · 0 off
Mcgough Companies 401(k) Plan and Trust (MN) 309 · 0 off
Wildfire Defense Systems 401(k) Plan (MT) 309 · 0 off
Hmp Communications Holdings, LLC Employee 401(k) Plan (PA) 309 · 0 off

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 Supply Corp. 401(k) Plan assets move in 2023? ▼

Lee Supply Corp. 401(k) Plan grew sharply - up 27.2% during 2023, from $9M to $11M. Reported net income was $2M.

How have Lee Supply Corp. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lee Supply Corp.'s sponsor-wide assets grew 39.0%, from $11M to $15M.

Which 401(k) plans are similar in size to Lee Supply Corp. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Gallagher & Associates LLC 401(k) Retirement Plan in NY ($11M, 81 participants).

Which 401(k) plans cover a similar participant headcount to Lee Supply Corp. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Jams, Inc. 401(k) Retirement Savings Plan in CA (309 participants, $50M 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 351310996.