401(k) · DOL Form 5500 · 2023

Lee Enterprises, Inc. 401(k) Plan

Data updated 2026-08-11

$447M
Total assets: 4,127
Participants: 97th
Percentile by assets: $108,378
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$447M
total plan assets (2023 EOY): 4,127
covered participants: 97th
percentile by assets (of 127,072 plans): $108,378
avg assets per participant

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 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.

See the national 2022→2023 release diff →

State

Iowa

Industry

Information & Media

Participants vs Iowa filers

In Iowa, the average filing covers about 609 participants across 1,246 plans. Lee Enterprises, Inc. Employees Retirement Account Plan reports 4,127 participants - 6.8x that state average ($447M EOY assets).

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.)

Total plan assets by year, all Lee Enterprises, Inc. plans on file

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.

Lee Enterprises, Inc. Employees Retirement Account Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

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

Compare Lee Enterprises, Inc. Employees Retireme… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lee Enterprises, Inc. Employees Retirement Account Plan by total assets, not by location.

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

Frequently Asked Questions

How did Lee Enterprises, Inc. Employees Retirement Account Plan assets move in 2023? ▼

Lee Enterprises, Inc. Employees Retirement Account Plan held essentially flat - down 0.1% during 2023, from $448M to $447M. Reported net income was -$638K.

How have Lee Enterprises, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lee Enterprises, Inc.'s sponsor-wide assets declined 31.2%, from $642M to $442M.

Where does Lee Enterprises, Inc. Employees Retirement Account Plan rank by assets among Form 5500 filers? ▼

Lee Enterprises, Inc. Employees Retirement Account Plan ranks in the 97th 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 Lee Enterprises, Inc. Employees Retirement Account Plan? ▼

Among 401(k) plans in other states, the closest by assets is Momentive Performance Materials Savings Plan in NY ($447M, 1,577 participants).

Next read for Lee Enterprises, Inc. Employees Retireme…

Filing takeaways

Ways to act on Lee Enterprises, Inc. Employees Retirement Account Plan's numbers.

By total assets, Lee Enterprises, Inc. Employees Retirement Account Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
Lee Enterprises, Inc.'s sponsor-wide assets have declined 31.2% since 2022 across 3 plan years on file. More Information & Media plans

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 420823980.