401(k) · DOL Form 5500 · 2023

Lee-Smith, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
122
Participants Small participant base
57th
Percentile by assets National rank
$76,293
Avg per participant Below avg balance/head
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Official DOL plan name: Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan · Sponsored by Lee-Smith, Inc. · Tennessee · Wholesale Trade

$9M in assets, 122 participants

Lee-Smith, Inc.'s Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan reported $9M in total assets and 122 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.

  • #3,064 in Wholesale Trade (6,309 peers)

Coverage in Tennessee

Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan covers 122 participants in Tennessee, about 11% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.

#3,064
in Wholesale Trade (6,309 peers)
+10.4%
assets growth YoY

Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$9,307,795 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-Smith, Inc. and Lesco, Inc. 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-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $880K in the plan year 2023 filing.
  • Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 620608217 · Lee-Smith, Inc. PY 2023 · 401(k)

Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan · $9M · 122 · 57th

  • TYPE $9M
  • TYPE 122
  • TYPE 57th
  • TYPE 401(k)
  • TYPE near Fivos Inc 401(k) Plan
  • TYPE ind #3064

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 Tennessee →

Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan in the asset neighbourhood

Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement PlanLee-Smith, Inc. and Lesco, I…$9MFivos Inc 401(k) Plan$9MMedrio 401(k) Profit Sharing PlanMedrio 401(k) Profit Sharing…$9MKoonsfuller, P.C. 401(k) Plan$9MAce Lithographers 401(k) Plan$9M
End-of-year total assets ($M) among Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$880K
Employer EIN620608217
Plan Effective Date1973-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee-Smith, Inc.)

Sponsor-wide plan assets over time

All Lee-Smith, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 21.050014215325877% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.43M $10.2M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 122 $8M
2023 1 122 $9M
2024 1 141 $10M

Nearby 401(k) Plans in Tennessee

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

Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan, Total assets ($B): 0.009307795 · Participants: 122Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Fivos Inc 401(k) Plan in NH ($9M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan grew at a solid clip - up 10.4% during 2023, from $8M to $9M. Reported net income was $880K.
How have Lee-Smith, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee-Smith, Inc.'s sponsor-wide assets grew 21.1%, from $8M to $10M.
Which 401(k) plans are similar in size to Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fivos Inc 401(k) Plan in NH ($9M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 620608217.

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.