401(k) · DOL Form 5500 · 2023

Albert Lee, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
176
Participants Small participant base
76th
Percentile by assets National rank
$137,470
Avg per participant Near avg balance/head
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Official DOL plan name: Albert Lee, Inc. 401(k) Plan · Sponsored by Albert Lee, Inc. · Washington · Retail Trade

$24M in assets, 176 participants

Albert Lee, Inc.'s Albert Lee, Inc. 401(k) Plan reported $24M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,165 in Retail Trade (8,414 peers)

Coverage in Washington

Albert Lee, Inc. 401(k) Plan covers 176 participants in Washington, about 12% of the average Washington filer (state average ~1,476 per filing). Assets: $24M.

#7,165
in Retail Trade (8,414 peers)
+19.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Albert Lee, Inc. 401(k) Plan's outsized position by total assets

Albert Lee, Inc. 401(k) Plan vs every filed plan by assets

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

$24,194,734 Top 24% higher than 76% 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

Albert Lee, Inc. 401(k) 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. Albert Lee, Inc. 401(k) Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Albert Lee, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Albert Lee, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Albert Lee, Inc. 401(k) Plan reported participants rose from 158 in the plan year 2022 filing to 176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 910930205 · Albert Lee, Inc. PY 2023 · 401(k)

Albert Lee, Inc. 401(k) Plan · $24M · 176 · 76th

  • BOOK $24M
  • VS-ST 176
  • BOY 76th
  • SCH 401(k)
  • EBSA near Mister Car Wash 401(k) Retirement Plan
  • PART ind #7165

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 Washington →

Albert Lee, Inc. 401(k) Plan in the asset neighbourhood

Albert Lee, Inc. 401(k) Plan$24MMister Car Wash 401(k) Retirement PlanMister Car Wash 401(k) Retir…$24MDaniel Rp Management, LLC 401(k) PlanDaniel Rp Management, LLC 40…$24MRiver Oaks Country Club 401(k) Retirement PlanRiver Oaks Country Club 401(…$24MSuperior Credit Union, Inc. 401(k) Plan and TrustSuperior Credit Union, Inc. …$24M
End-of-year total assets ($M) among Albert Lee, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN910930205
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Albert Lee, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$26M 28.304765580936337% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.3M $26M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 158 $20M
2023 1 176 $24M
2024 1 176 $26M

Nearby 401(k) Plans in Washington

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

Albert Lee, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Albert Lee, Inc. 401(k) Plan, Total assets ($B): 0.024194734 · Participants: 176Albert Lee, Inc. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Albert Lee, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Albert Lee, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Mister Car Wash 401(k) Retirement Plan in AZ ($24M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Albert Lee, Inc. 401(k) Plan assets move in 2023? ▼
Albert Lee, Inc. 401(k) Plan grew sharply - up 19.2% during 2023, from $20M to $24M. Reported net income was $4M.
How have Albert Lee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albert Lee, Inc.'s sponsor-wide assets grew 28.3%, from $20M to $26M.
Where does Albert Lee, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Albert Lee, Inc. 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Albert Lee, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mister Car Wash 401(k) Retirement Plan in AZ ($24M, 4,563 participants).
Which 401(k) plans cover a similar participant headcount to Albert Lee, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants, $18M 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 910930205.

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.