401(k) · DOL Form 5500 · 2023

Lee Hill Investments LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 225
Participants Below avg headcount: 26th
Percentile by assets National rank: $5,823
Avg per participant Low balance/head

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Official DOL plan name: Lee Hill Investments LLC 401(k) Plan · Sponsored by Lee Hill Investments LLC · Arizona · Other Services

$1M in assets, 225 participants

Lee Hill Investments LLC's Lee Hill Investments LLC 401(k) Plan reported $1M in total assets and 225 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

#4,005 in Other Services (7,857 peers)

Coverage in Arizona

Lee Hill Investments LLC 401(k) Plan covers 225 participants in Arizona, about 40% of the average Arizona filer (state average ~564 per filing). Assets: $1M.

#4,005
in Other Services (7,857 peers): +103.9%
assets growth YoY

Lee Hill Investments LLC 401(k) Plan among the smaller filed plans by assets

Lee Hill Investments LLC 401(k) Plan vs every filed plan by assets

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

$1,310,229 26th percentile higher than 26% 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 Hill Investments LLC 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 Hill Investments LLC 401(k) Plan sits mid-pack in the medium band (225 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 Hill Investments LLC 401(k) Plan end-of-year assets rose from $643K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Lee Hill Investments LLC 401(k) Plan reported net income rose from $335K in the plan year 2022 filing to $674K in the plan year 2023 filing.
Lee Hill Investments LLC 401(k) Plan reported participants rose from 218 in the plan year 2022 filing to 225 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 680608039 · Lee Hill Investments LLC PY 2023 · 401(k)

Lee Hill Investments LLC 401(k) Plan · $1M · 225 · 26th

NET $1M
NET 225
NET 26th
NET 401(k)
NET near Cambre Employees Profit Sharing Plan
NET ind #4005

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 Other Services retirement plans → · Plans in Arizona →

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

Arizona filing particulars

Total Assets (Beginning of Year)	$643K
Net Assets (End of Year)	$1M
Net Income	$674K
Employer EIN	680608039
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lee Hill Investments LLC)

Latest sponsor-wide plan assets: $2M 211.0759483823589% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	218	$643K
2023	1	225	$1M
2024	1	331	$2M

Nearby 401(k) Plans in Arizona

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

Lee Hill Investments LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Lee Hill Investments LLC 401(k) Plan side-by-side with 3 peers →

Lee Hill Investments LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Cambre Employees Profit Sharing Plan in LA ($1M); by covered participants it is Nwsl Retirement Plan in IL (225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Cambre Employees Profit Sharing Plan (LA) $1M · 8
Medical Dynamics, Inc. 401(k) Profit Sharing Plan (CA) $1M · 8
Landr Odyssey Retirement Plan (GA) $1M · 5
Partners Capital, Inc. 401(k) Plan (CA) $1M · 3

Similar participant headcount

Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.

Nwsl Retirement Plan (IL) 225 · 0 off
Food Management Services, Inc 401(k) Plan (PA) 225 · 0 off
Geissler's Supermarket, Inc. 401(k) Plan (CT) 225 · 0 off
Admiral Glass & Mirror 401(k) Plan (TX) 225 · 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 Hill Investments LLC 401(k) Plan assets move in 2023? ▼

Lee Hill Investments LLC 401(k) Plan surged - up 103.9% during 2023, from $643K to $1M. Reported net income was $674K.

How have Lee Hill Investments LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lee Hill Investments LLC's sponsor-wide assets grew 211.1%, from $643K to $2M.

Which 401(k) plans are similar in size to Lee Hill Investments LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cambre Employees Profit Sharing Plan in LA ($1M, 8 participants).

Which 401(k) plans cover a similar participant headcount to Lee Hill Investments LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (225 participants, $914K 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 680608039.