401(k) · DOL Form 5500 · 2023

Lee Kum Kee (USA) Inc., - L.a. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
458
Participants Below avg headcount
85th
Percentile by assets National rank
$100,519
Avg per participant Below avg balance/head
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Official DOL plan name: Lee Kum Kee Employees' 401(k) Retirement Plan · Sponsored by Lee Kum Kee (USA) Inc., - L.a. · California · Wholesale Trade

$46M in assets, 458 participants

Lee Kum Kee (USA) Inc., - L.a.'s Lee Kum Kee Employees' 401(k) Retirement Plan reported $46M in total assets and 458 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,412 in Wholesale Trade (6,309 peers)

Where Lee Kum Kee Employees' 401(k) Retirement Plan sits by assets

Lee Kum Kee Employees' 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $46M for 458 participants (~$100,519/participant), up 22.1% in 2023.

#5,412
in Wholesale Trade (6,309 peers)
+22.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lee Kum Kee Employees' 401(k) Retirement Plan's outsized position by total assets

Lee Kum Kee Employees' 401(k) Retirement Plan vs every filed plan by assets

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

$46,037,480 Top 15% higher than 85% 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 Kum Kee Employees' 401(k) Retirement 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 Kum Kee Employees' 401(k) Retirement Plan sits mid-pack in the medium band (458 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lee Kum Kee Employees' 401(k) Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Lee Kum Kee Employees' 401(k) Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Lee Kum Kee Employees' 401(k) Retirement Plan reported participants rose from 411 in the plan year 2022 filing to 458 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953848577 · Lee Kum Kee (USA) Inc., - L.a. PY 2023 · 401(k)

Lee Kum Kee Employees' 401(k) Retirement Plan · $46M · 458 · 85th

  • IND $46M
  • EOY 458
  • 5500 85th
  • ASSETS 401(k)
  • PCT near Needham Bank 401(k) Plan
  • EIN ind #5412

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 California →

Lee Kum Kee Employees' 401(k) Retirement Plan in the asset neighbourhood

Lee Kum Kee Employees' 401(k) Retirement PlanLee Kum Kee Employees' 401(k…$46MNeedham Bank 401(k) Plan$46MZara USA & Related Companies 401(k) PlanZara USA & Related Companies…$46MThe Ruskin Moscou Faltischek, P.C. 401(k) Retirement PlanThe Ruskin Moscou Faltischek…$46MGould Paper Corporation Employees' Profit Sharing and Retirement PlanGould Paper Corporation Empl…$46M
End-of-year total assets ($M) among Lee Kum Kee Employees' 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$46M
Net Income$8M
Employer EIN953848577
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Kum Kee (USA) Inc., - L.a.)

Sponsor-wide plan assets over time

All Lee Kum Kee (USA) Inc., - L.a. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 44.820037178675896% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $37.7M $54.6M ▲ +44.8%
Year Plans Participants Total Assets
2022 1 411 $38M
2023 1 458 $46M
2024 1 510 $55M

Nearby 401(k) Plans in California

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

Lee Kum Kee Employees' 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lee Kum Kee Employees' 401(k) Retirement Plan, Total assets ($B): 0.04603748 · Participants: 458Lee Kum Kee Employees' 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Lee Kum Kee Employees' 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lee Kum Kee Employees' 401(k) Retirement Plan side-by-side with 3 peers →

Lee Kum Kee Employees' 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Needham Bank 401(k) Plan in MA ($46M); by covered participants it is Subaru Distributors Corp. Retirement Plan and Trust in NY (458 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (458 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 Kum Kee Employees' 401(k) Retirement Plan assets move in 2023? ▼
Lee Kum Kee Employees' 401(k) Retirement Plan grew sharply - up 22.1% during 2023, from $38M to $46M. Reported net income was $8M.
How have Lee Kum Kee (USA) Inc., - L.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Kum Kee (USA) Inc., - L.a.'s sponsor-wide assets grew 44.8%, from $38M to $55M.
Where does Lee Kum Kee Employees' 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Lee Kum Kee Employees' 401(k) Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lee Kum Kee Employees' 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Needham Bank 401(k) Plan in MA ($46M, 338 participants).
Which 401(k) plans cover a similar participant headcount to Lee Kum Kee Employees' 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Subaru Distributors Corp. Retirement Plan and Trust in NY (458 participants, $88M 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 953848577.

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.