401(k) · DOL Form 5500 · 2023

Lee Michaels Jewelers, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
139
Participants Small participant base
59th
Percentile by assets National rank
$74,160
Avg per participant Below avg balance/head
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Official DOL plan name: Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust · Sponsored by Lee Michaels Jewelers, LLC · Louisiana · Retail Trade

$10M in assets, 139 participants

Lee Michaels Jewelers, LLC's Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust reported $10M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,907 in Retail Trade (8,414 peers)

Coverage in Louisiana

Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust covers 139 participants in Louisiana, about 28% of the average Louisiana filer (state average ~495 per filing). Assets: $10M.

#5,907
in Retail Trade (8,414 peers)
+26.1%
assets growth YoY

Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$10,308,196 Top 41% higher than 59% 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 Michaels Jewelers 401(k) Profit Sharing Plan and Trust 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 Michaels Jewelers 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust reported participants rose from 127 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 720838942 · Lee Michaels Jewelers, LLC PY 2023 · 401(k)

Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust · $10M · 139 · 59th

  • NET $10M
  • BOOK 139
  • VS-ST 59th
  • BOY 401(k)
  • SCH near Eastham Enterprises, Inc. 401(k) Plan
  • EBSA ind #5907

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 Retail Trade retirement plans → · Plans in Louisiana →

Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Lee Michaels Jewelers 401(k) Profit Sharing Plan and TrustLee Michaels Jewelers 401(k)…$10MEastham Enterprises, Inc. 401(k) PlanEastham Enterprises, Inc. 40…$10MTatari, Inc. 401(k) Plan$10MV.G. Reed & Sons, Inc. 401(k) Salary Reduction PlanV.G. Reed & Sons, Inc. 401(k…$10MThe Bank of New Glarus 401(k) Retirement PlanThe Bank of New Glarus 401(k…$10M
End-of-year total assets ($M) among Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN720838942
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Michaels Jewelers, LLC)

Sponsor-wide plan assets over time

All Lee Michaels Jewelers, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 44.052365600340494% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.18M $11.8M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 127 $8M
2023 1 139 $10M
2024 1 156 $12M

Nearby 401(k) Plans in Louisiana

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

Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.010308196 · Participants: 139Lee Michaels Jewelers 401(k) Profit Sharing Plan and TrustLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Eastham Enterprises, Inc. 401(k) Plan in TX ($10M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Michaels Jewelers 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust grew sharply - up 26.1% during 2023, from $8M to $10M. Reported net income was $2M.
How have Lee Michaels Jewelers, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Michaels Jewelers, LLC's sponsor-wide assets grew 44.1%, from $8M to $12M.
Which 401(k) plans are similar in size to Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Eastham Enterprises, Inc. 401(k) Plan in TX ($10M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 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 720838942.

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.