401(k) · DOL Form 5500 · 2024

Lee's Marketplace 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
644
Participants Below avg headcount
56th
Percentile by assets National rank
$15,588
Avg per participant Low balance/head
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Official DOL plan name: Lee's Marketplace, Inc. 401(k) Profit Sharing Plan · Sponsored by Lee's Marketplace · Utah · Retail Trade

$10M in assets, 644 participants

Lee's Marketplace's Lee's Marketplace, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 644 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,361 in Retail Trade (8,048 peers)

Lee's Marketplace multi-year trail

Lee's Marketplace's plans moved +34.9% in assets from 2022 to 2024; this filing shows Lee's Marketplace, Inc. 401(k) Profit Sharing Plan at $10M / 644 participants.

#5,361
in Retail Trade (8,048 peers)
+8.4%
assets growth YoY

Lee's Marketplace, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Lee's Marketplace, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,038,585 Top 44% higher than 56% of 123,620 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 2024

Lee's Marketplace, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee's Marketplace, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (644 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lee's Marketplace, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $777K in the plan year 2024 filing.
  • Lee's Marketplace, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Lee's Marketplace, Inc. 401(k) Profit Sharing Plan reported participants rose from 619 in the plan year 2023 filing to 644 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870372019 · Lee's Marketplace PY 2024 · 401(k)

Lee's Marketplace, Inc. 401(k) Profit Sharing Plan · $10M · 644 · 56th

  • EBSA $10M
  • EBSA 644
  • EBSA 56th
  • EBSA 401(k)
  • EBSA near Boehm, Kurtz & Lowry Profit Sharing Plan
  • EBSA ind #5361

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 Utah →

Lee's Marketplace, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Lee's Marketplace, Inc. 401(k) Profit Sharing PlanLee's Marketplace, Inc. 401(…$10MBoehm, Kurtz & Lowry Profit Sharing PlanBoehm, Kurtz & Lowry Profit …$10MPtmw, Inc. 401(k) Retirement PlanPtmw, Inc. 401(k) Retirement…$10MMud Pie, LLC 401(k) Plan$10MWick Communications Co. Section 401(k) RetWick Communications Co. Sect…$10M
End-of-year total assets ($M) among Lee's Marketplace, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lee's Marketplace multi-year asset trail

Sponsor-wide plan assets over time

All Lee's Marketplace plans reported in each filing year

Latest sponsor-wide plan assets
$10M 34.87363085311804% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.44M $10M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 566 $7M
2023 1 619 $9M
2024 1 644 $10M

Lee's Marketplace filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$777K
Employer EIN870372019
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Lee's Marketplace, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Lee's Marketplace, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010038585 · Participants: 644Lee's Marketplace, Inc. 401(k) Profit Sharing PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Lee's Marketplace, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Lee's Marketplace, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Boehm, Kurtz & Lowry Profit Sharing Plan in OH ($10M); by covered participants it is Sunnyside 401(k) and Retirement Plan in VA (644 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (644 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lee's Marketplace, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Lee's Marketplace, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.4% during 2024, from $9M to $10M. Reported net income was $777K.
How have Lee's Marketplace plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee's Marketplace's sponsor-wide assets grew 34.9%, from $7M to $10M.
Which 401(k) plans are similar in size to Lee's Marketplace, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boehm, Kurtz & Lowry Profit Sharing Plan in OH ($10M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Lee's Marketplace, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunnyside 401(k) and Retirement Plan in VA (644 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870372019.

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.