401(k) · DOL Form 5500 · 2023

Alex Lee, Inc. 401(k) Plan

Data updated 2026-08-25

$295M
Total assets Near avg plan size
10,418
Participants Very large workforce
96th
Percentile by assets National rank
$28,292
Avg per participant Low balance/head
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Official DOL plan name: Alex Lee, Inc. and Affiliates Retirement Savings Plan · Sponsored by Alex Lee, Inc. · North Carolina · Wholesale Trade

$295M in assets, 10,418 participants

Alex Lee, Inc.'s Alex Lee, Inc. and Affiliates Retirement Savings Plan reported $295M in total assets and 10,418 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #6,134 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

Alex Lee, Inc. and Affiliates Retirement Savings Plan covers 10,418 participants in North Carolina, 13x the typical North Carolina plan (state average ~819 per filing). Assets: $295M.

#6,134
in Wholesale Trade (6,309 peers)
+15.1%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Alex Lee, Inc. and Affiliates Retirement Savings Plan's outsized position by total assets

Alex Lee, Inc. and Affiliates Retirement Savings Plan vs every filed plan by assets

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

$294,746,762 Top 4% higher than 96% 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

Alex Lee, Inc. and Affiliates Retirement Savings Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alex Lee, Inc. and Affiliates Retirement Savings Plan is a mega filing (10,418 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alex Lee, Inc. and Affiliates Retirement Savings Plan reported net income rose from -$37M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Alex Lee, Inc. and Affiliates Retirement Savings Plan reported participants rose from 8,274 in the plan year 2022 filing to 10,418 in the plan year 2023 filing.
  • Alex Lee, Inc. and Affiliates Retirement Savings Plan end-of-year assets rose from $256M in the plan year 2022 filing to $295M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 561780605 · Alex Lee, Inc. PY 2023 · 401(k)

Alex Lee, Inc. and Affiliates Retirement Savings Plan · $295M · 10,418 · 96th

  • PCT $295M
  • EIN 10,418
  • RANK 96th
  • PHOTO 401(k)
  • IND near Amc Networks 401(k) Savings Plan
  • EOY ind #6134

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 North Carolina →

Alex Lee, Inc. and Affiliates Retirement Savings Plan in the asset neighbourhood

Security Retirement Plan$295MAmc Networks 401(k) Savings PlanAmc Networks 401(k) Savings …$295MAlex Lee, Inc. and Affiliates Retirement Savings PlanAlex Lee, Inc. and Affiliate…$295MGoodwin Procter LLP Partnership Profit Sharing Savings Plan IIGoodwin Procter LLP Partners…$295MSarah Bush Lincoln Health Center Employee Retirement PlanSarah Bush Lincoln Health Ce…$295M
End-of-year total assets ($M) among Alex Lee, Inc. and Affiliates Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$256M
Net Assets (End of Year)$295M
Net Income$39M
Employer EIN561780605
Plan Effective Date1987-04-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Alex Lee, Inc.)

Sponsor-wide plan assets over time

All Alex Lee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$638M 18.435517880714325% vs 2022
2024 filing year
$500M$550M$600M$650M 202220232024 $538M $638M ▲ +18.4%
Year Plans Participants Total Assets
2022 2 14,294 $538M
2023 2 16,599 $620M
2024 2 17,211 $638M

Nearby 401(k) Plans in North Carolina

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

Alex Lee, Inc. and Affiliates Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000 -200204060 Total assets ($B) Participants Alex Lee, Inc. and Affiliates Retirement Savings Plan, Total assets ($B): 0.294746762 · Participants: 10418Alex Lee, Inc. and Affiliates Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Alex Lee, Inc. and Affiliates Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Alex Lee, Inc. and Affiliates Retirement Savings Plan side-by-side with 3 peers →

Scale composition for Alex Lee, Inc. and Affiliates Retirement Savings Plan

Alex Lee, Inc. and Affiliates Retirement Savings Plan reports $295M in end-of-year assets across 10,418 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $28,292 per participant (20% of the national average assets-per-participant) . Net income for plan year 2023 was $39M.

This plan identity (EIN 561780605, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $256M to $323M (+26.2%) while covered participants moved from 8,274 to 10,772 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,274 $256M Open filing
2023 10,418 $295M This page
2024 · index core 10,772 $323M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

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

Outside North Carolina, the nearest 401(k) by assets is Amc Networks 401(k) Savings Plan in NY ($295M); by covered participants it is Mastercard Savings Plan in NY (10,421 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($295M here).

Similar participant headcount

Nearest other-state filings by covered participants (10,418 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 Alex Lee, Inc. and Affiliates Retirement Savings Plan assets move in 2023? ▼
Alex Lee, Inc. and Affiliates Retirement Savings Plan grew sharply - up 15.1% during 2023, from $256M to $295M. Reported net income was $39M.
How have Alex Lee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alex Lee, Inc.'s sponsor-wide assets grew 18.4%, from $538M to $638M.
Where does Alex Lee, Inc. and Affiliates Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Alex Lee, Inc. and Affiliates Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Alex Lee, Inc. and Affiliates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amc Networks 401(k) Savings Plan in NY ($295M, 1,139 participants).
Which 401(k) plans cover a similar participant headcount to Alex Lee, Inc. and Affiliates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mastercard Savings Plan in NY (10,421 participants, $3.3B 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 561780605.

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.