401(k) · DOL Form 5500 · 2023

Rj Lee Group, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
167
Participants Small participant base
70th
Percentile by assets National rank
$106,542
Avg per participant Below avg balance/head
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Official DOL plan name: Rj Lee Group, Inc. Retirement Savings Plan · Sponsored by Rj Lee Group, Inc. · Pennsylvania · Professional & Technical Services

$18M in assets, 167 participants

Rj Lee Group, Inc.'s Rj Lee Group, Inc. Retirement Savings Plan reported $18M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,213 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Rj Lee Group, Inc. Retirement Savings Plan covers 167 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $18M.

#14,213
in Professional & Technical Services (20,321 peers)
+18.3%
assets growth YoY

Rj Lee Group, Inc. Retirement Savings Plan's outsized position by total assets

Rj Lee Group, Inc. Retirement Savings Plan vs every filed plan by assets

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

$17,792,596 Top 30% higher than 70% 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

Rj Lee Group, Inc. Retirement Savings 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. Rj Lee Group, Inc. Retirement Savings Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rj Lee Group, Inc. Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Rj Lee Group, Inc. Retirement Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Rj Lee Group, Inc. Retirement Savings Plan reported participants rose from 159 in the plan year 2022 filing to 167 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251375815 · Rj Lee Group, Inc. PY 2023 · 401(k)

Rj Lee Group, Inc. Retirement Savings Plan · $18M · 167 · 70th

  • ASSETS $18M
  • ASSETS 167
  • ASSETS 70th
  • ASSETS 401(k)
  • ASSETS near Bellingham Marine Industries 401(k) Plan
  • ASSETS ind #14213

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 Pennsylvania →

Rj Lee Group, Inc. Retirement Savings Plan in the asset neighbourhood

Rj Lee Group, Inc. Retirement Savings PlanRj Lee Group, Inc. Retiremen…$18MBellingham Marine Industries 401(k) PlanBellingham Marine Industries…$18MCls, Inc. Retirement Plan$18MMcconnell & Associates, Inc. 401(k) Profit Sharing PlanMcconnell & Associates, Inc.…$18MStandard Heating & Air Conditioning, Inc. 401(k) Profit Sharing PlanStandard Heating & Air Condi…$18M
End-of-year total assets ($M) among Rj Lee Group, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN251375815
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rj Lee Group, Inc.)

Sponsor-wide plan assets over time

All Rj Lee Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 32.167767114346375% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15M $19.9M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 159 $15M
2023 1 167 $18M
2024 1 171 $20M

Nearby 401(k) Plans in Pennsylvania

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

Rj Lee Group, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Rj Lee Group, Inc. Retirement Savings Plan, Total assets ($B): 0.017792596 · Participants: 167Rj Lee Group, Inc. Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Rj Lee Group, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Rj Lee Group, Inc. Retirement Savings Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Bellingham Marine Industries 401(k) Plan in WA ($18M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Rj Lee Group, Inc. Retirement Savings Plan assets move in 2023? ▼
Rj Lee Group, Inc. Retirement Savings Plan grew sharply - up 18.3% during 2023, from $15M to $18M. Reported net income was $3M.
How have Rj Lee Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rj Lee Group, Inc.'s sponsor-wide assets grew 32.2%, from $15M to $20M.
Which 401(k) plans are similar in size to Rj Lee Group, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bellingham Marine Industries 401(k) Plan in WA ($18M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Rj Lee Group, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants, $8M 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 251375815.

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.