Profit Sharing · DOL Form 5500 · 2024
Thomas E Lee Profit Sharing Plan
Data updated 2026-08-25
- $611K
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $61,103
- Avg per participant Low balance/head
Official DOL plan name: Profit Sharing · Sponsored by Thomas E Lee · Georgia · Healthcare & Social Assistance
$611K in assets, 10 participants
Thomas E Lee's Profit Sharing reported $611K in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #2,482 in Healthcare & Social Assistance (16,916 peers)
Thomas E Lee multi-year trail
Thomas E Lee's plans moved +14.7% in assets from 2023 to 2024; this filing shows Profit Sharing at $611K / 10 participants.
- #2,482
- in Healthcare & Social Assistance (16,916 peers)
- +14.7%
- assets growth YoY
Profit Sharing among the smaller filed plans by assets
Profit Sharing vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$611,026 19th percentile higher than 19% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Profit Sharing among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Profit Sharing reported net income rose from $63K in the plan year 2023 filing to $78K in the plan year 2024 filing.
- Profit Sharing end-of-year assets rose from $533K in the plan year 2023 filing to $611K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 581576179 · Thomas E Lee PY 2024 · Profit Sharing
Profit Sharing · $611K · 10 · 19th
- PHOTO $611K
- IND 10
- EOY 19th
- 5500 Profit Sharing
- ASSETS near Rh Business Venture, Inc. Profit Sharing Plan
- PCT ind #2482
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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →
Profit Sharing in the asset neighbourhood
Thomas E Lee multi-year asset trail
Sponsor-wide plan assets over time
All Thomas E Lee plans reported in each filing year
- Latest sponsor-wide plan assets
- $611K 14.67387836453106% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 10 | $533K |
| 2024 | 1 | 10 | $611K |
Thomas E Lee filing trail (2024)
| Total Assets (Beginning of Year) | $533K |
|---|---|
| Net Assets (End of Year) | $611K |
| Net Income | $78K |
| Employer EIN | 581576179 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Georgia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Emory University Retirement Plan $5.5B · 18,936
- Crh Americas 401(k) Plan $4.2B · 35,710
- Emory Healthcare, Inc. Retirement Savings and Matching Plan $2.8B · 23,760
- The Emory Clinic, Inc. Retirement Savings Plan $1.0B · 2,448
- Childrens Healthcare of Atlanta Growth Plan $391M · 12,290
Profit Sharing's out-of-state Profit Sharing peers by assets and headcount
Outside Georgia, the nearest Profit Sharing by assets is Rh Business Venture, Inc. Profit Sharing Plan in MN ($611K); by covered participants it is Ts Cafe Incorporated Retirement Plan in PA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($611K here).
- Rh Business Venture, Inc. Profit Sharing Plan (MN) $611K · 3
- The Zelner & Badner Inc Retirement Trust (NJ) $611K · N/A
- Rsmart, Inc. Retirement Plan (FL) $611K · 4
- Cortpeters Inc. Retirement Plan (CA) $611K · 1
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Ts Cafe Incorporated Retirement Plan (PA) 10 · 0 off
- Dt Wright Holdings Inc. Retirement Plan (OH) 10 · 0 off
- Nstar Sport, Inc. Retirement Plan (WA) 10 · 0 off
- Dione Schwartz Inc. Retirement Plan (AZ) 10 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.