401(k) · DOL Form 5500 · 2023

Lee & Hayes, P.C. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
153
Participants Small participant base
75th
Percentile by assets National rank
$150,638
Avg per participant Above avg balance/head
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Official DOL plan name: Lee & Hayes 401(k) Plan · Sponsored by Lee & Hayes, P.C. · Washington · Professional & Technical Services

$23M in assets, 153 participants

Lee & Hayes, P.C.'s Lee & Hayes 401(k) Plan reported $23M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,305 in Professional & Technical Services (20,321 peers)

Coverage in Washington

Lee & Hayes 401(k) Plan covers 153 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $23M.

#15,305
in Professional & Technical Services (20,321 peers)
+34.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Lee & Hayes 401(k) Plan's outsized position by total assets

Lee & Hayes 401(k) Plan vs every filed plan by assets

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

$23,047,681 Top 25% higher than 75% 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 & Hayes 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 & Hayes 401(k) Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lee & Hayes 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lee & Hayes 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Lee & Hayes 401(k) Plan reported participants rose from 144 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 831253059 · Lee & Hayes, P.C. PY 2023 · 401(k)

Lee & Hayes 401(k) Plan · $23M · 153 · 75th

  • ASSETS $23M
  • ASSETS 153
  • ASSETS 75th
  • ASSETS 401(k)
  • ASSETS near Sisley Cosmetics USA 401(k) Plan
  • ASSETS ind #15305

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 Professional & Technical Services retirement plans → · Plans in Washington →

Lee & Hayes 401(k) Plan in the asset neighbourhood

Lee & Hayes 401(k) Plan$23MSisley Cosmetics USA 401(k) PlanSisley Cosmetics USA 401(k) …$23MEagle Transport Corporation 401(k) PlanEagle Transport Corporation …$23MAmvc 401(k) Profit Sharing PlanAmvc 401(k) Profit Sharing P…$23MEmployee Retirement Savings 401(k) PlanEmployee Retirement Savings …$23M
End-of-year total assets ($M) among Lee & Hayes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$23M
Net Income$6M
Employer EIN831253059
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee & Hayes, P.C.)

Sponsor-wide plan assets over time

All Lee & Hayes, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 64.19261264610392% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.2M $28.2M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 144 $17M
2023 1 153 $23M
2024 1 171 $28M

Nearby 401(k) Plans in Washington

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

Lee & Hayes 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Lee & Hayes 401(k) Plan, Total assets ($B): 0.023047681 · Participants: 153Lee & Hayes 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Lee & Hayes 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Lee & Hayes 401(k) Plan side-by-side with 3 peers →

Lee & Hayes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Sisley Cosmetics USA 401(k) Plan in NY ($23M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (153 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 & Hayes 401(k) Plan assets move in 2023? ▼
Lee & Hayes 401(k) Plan surged - up 34.4% during 2023, from $17M to $23M. Reported net income was $6M.
How have Lee & Hayes, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee & Hayes, P.C.'s sponsor-wide assets grew 64.2%, from $17M to $28M.
Where does Lee & Hayes 401(k) Plan rank by assets among Form 5500 filers? ▼
Lee & Hayes 401(k) Plan ranks in the 75th 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 & Hayes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sisley Cosmetics USA 401(k) Plan in NY ($23M, 429 participants).
Which 401(k) plans cover a similar participant headcount to Lee & Hayes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 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 831253059.

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.