401(k) · DOL Form 5500 · 2023

The Lee Manor 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 189
Participants Below avg headcount: 35th
Percentile by assets National rank: $15,494
Avg per participant Low balance/head

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Official DOL plan name: The Lee Manor 401(k) Plan · Sponsored by The Lee Manor · Illinois · Healthcare & Social Assistance

$3M in assets, 189 participants

The Lee Manor's The Lee Manor 401(k) Plan reported $3M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

#6,404 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

The Lee Manor 401(k) Plan covers 189 participants in Illinois, about 24% of the average Illinois filer (state average ~779 per filing). Assets: $3M.

#6,404
in Healthcare & Social Assistance (17,684 peers): +11.8%
assets growth YoY

The Lee Manor 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Lee Manor 401(k) Plan vs every filed plan by assets

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

$2,928,323 35th percentile higher than 35% 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

The Lee Manor 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. The Lee Manor 401(k) Plan sits mid-pack in the medium band (189 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%)

The Lee Manor 401(k) Plan reported net income rose from -$623K in the plan year 2022 filing to $308K in the plan year 2023 filing.
The Lee Manor 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362998136 · The Lee Manor PY 2023 · 401(k)

The Lee Manor 401(k) Plan · $3M · 189 · 35th

5500 $3M
ASSETS 189
PCT 35th
EIN 401(k)
RANK near Clark Pacific Union 401(k) Plan
PHOTO ind #6404

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

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

Illinois filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$308K
Employer EIN	362998136
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Lee Manor)

Latest sponsor-wide plan assets: $3M 20.148569003328927% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	190	$3M
2023	1	189	$3M
2024	1	199	$3M

Nearby 401(k) Plans in Illinois

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

The Lee Manor 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare The Lee Manor 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Clark Pacific Union 401(k) Plan in CA ($3M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Clark Pacific Union 401(k) Plan (CA) $3M · 328
Concerted Care Group 401(k) Plan (MD) $3M · 217
Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan (GA) $3M · 9
North County Dermatology 401(k) Plan (FL) $3M · 18

Similar participant headcount

Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.

Physician's Medical Center, LLC 401(k) Plan (TX) 189 · 0 off
Superior Credit Union, Inc. 401(k) Plan and Trust (OH) 189 · 0 off
Superior Forge & Steel Corporation 401(k) Retirement Savings Plan (OH) 189 · 0 off
Hudson Global, Inc. 401(k) Savings Plan (CT) 189 · 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 The Lee Manor 401(k) Plan assets move in 2023? ▼

The Lee Manor 401(k) Plan grew at a solid clip - up 11.8% during 2023, from $3M to $3M. Reported net income was $308K.

How have The Lee Manor plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Lee Manor's sponsor-wide assets grew 20.1%, from $3M to $3M.

Which 401(k) plans are similar in size to The Lee Manor 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Clark Pacific Union 401(k) Plan in CA ($3M, 328 participants).

Which 401(k) plans cover a similar participant headcount to The Lee Manor 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 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 362998136.