401(k) · DOL Form 5500 · 2023
Lee Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $447M
- Total assets Above avg plan size
- 4,127
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $108,378
- Avg per participant Below avg balance/head
Official DOL plan name: Lee Enterprises, Inc. Employees Retirement Account Plan · Sponsored by Lee Enterprises, Inc. · Iowa · Information & Media
$447M in assets, 4,127 participants
Lee Enterprises, Inc.'s Lee Enterprises, Inc. Employees Retirement Account Plan reported $447M in total assets and 4,127 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #2,679 in Information & Media (2,818 peers)
Coverage in Iowa
Lee Enterprises, Inc. Employees Retirement Account Plan covers 4,127 participants in Iowa, 6.8x the typical Iowa plan (state average ~609 per filing). Assets: $447M.
- #2,679
- in Information & Media (2,818 peers)
- -0.1%
- assets change YoY
- 4.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $638K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lee Enterprises, Inc. Employees Retirement Account Plan's outsized position by total assets
Lee Enterprises, Inc. Employees Retirement Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$447,276,243 Top 3% higher than 97% 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 Enterprises, Inc. Employees Retirement Account Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Enterprises, Inc. Employees Retirement Account Plan lands in the large band (4,127 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lee Enterprises, Inc. Employees Retirement Account Plan reported net income rose from -$122M in the plan year 2022 filing to -$638K in the plan year 2023 filing.
- Lee Enterprises, Inc. Employees Retirement Account Plan reported participants fell from 4,792 in the plan year 2022 filing to 4,127 in the plan year 2023 filing.
- Lee Enterprises, Inc. Employees Retirement Account Plan end-of-year assets fell from $448M in the plan year 2022 filing to $447M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 420823980 · Lee Enterprises, Inc. PY 2023 · 401(k)
Lee Enterprises, Inc. Employees Retirement Account Plan · $447M · 4,127 · 97th
- BOOK $447M
- BOOK 4,127
- BOOK 97th
- BOOK 401(k)
- BOOK near Momentive Performance Materials Savings Plan
- BOOK ind #2679
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 Information & Media retirement plans → · Plans in Iowa →
Lee Enterprises, Inc. Employees Retirement Account Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $448M |
|---|---|
| Net Assets (End of Year) | $447M |
| Net Income | -$638K |
| Employer EIN | 420823980 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lee Enterprises, Inc.)
Sponsor-wide plan assets over time
All Lee Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $442M 31.24147324850351% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 5,241 | $642M |
| 2023 | 2 | 4,418 | $629M |
| 2024 | 1 | 3,415 | $442M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Lee Enterprises, Inc. Employees Retirement Account Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Momentive Performance Materials Savings Plan in NY ($447M); by covered participants it is Everglades College, Inc. Retirement Savings Plan in FL (4,126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($447M here).
- Momentive Performance Materials Savings Plan (NY) $447M · 1,577
- Clarivate Analytics 401(k) Savings Plan (MI) $447M · 2,944
- US Radiology Physician Practice 401(k) Retirement Plan (NC) $447M · 2,330
- Southwire Company Salaried 401(k) Plan (GA) $447M · 2,169
Similar participant headcount
Nearest other-state filings by covered participants (4,127 participants); asset peers above are excluded.
- Everglades College, Inc. Retirement Savings Plan (FL) 4,126 · 1 off
- Great Lakes Cheese Co., Inc. 401(k) Plan and Trust (OH) 4,125 · 2 off
- Turning Stone Enterprises, LLC 401 (K) Plan (NY) 4,125 · 2 off
- Schweitzer Engineering Laboratories, Inc. 401(k) Plan (WA) 4,124 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.