Profit Sharing · DOL Form 5500 · 2023

The Lee Company Profit Sharing Plan

Data updated 2026-08-25

$449M
Total assets Above avg plan size
989
Participants Near avg headcount
97th
Percentile by assets National rank
$454,268
Avg per participant High balance/head
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Official DOL plan name: The Lee Company Profit Sharing Plan · Sponsored by The Lee Company · Connecticut · Manufacturing

$449M in assets, 989 participants

The Lee Company's The Lee Company Profit Sharing Plan reported $449M in total assets and 989 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.

  • #17,878 in Manufacturing (18,722 peers)

Where The Lee Company Profit Sharing Plan sits by assets

The Lee Company Profit Sharing Plan sits in the top 5% of all filed plans by assets, $449M for 989 participants (~$454,268/participant), up 13.3% in 2023.

#17,878
in Manufacturing (18,722 peers)
+13.3%
assets growth YoY
4.5×
vs typical plan assets (national mean)

The Lee Company Profit Sharing Plan's outsized position by total assets

The Lee Company Profit Sharing Plan vs every filed plan by assets

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

$449,271,257 Top 3% higher than 97% 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

The Lee Company Profit Sharing 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. The Lee Company Profit Sharing Plan sits mid-pack in the medium band (989 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lee Company Profit Sharing Plan reported net income rose from $7M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • The Lee Company Profit Sharing Plan end-of-year assets rose from $396M in the plan year 2022 filing to $449M in the plan year 2023 filing.
  • The Lee Company Profit Sharing Plan reported participants rose from 930 in the plan year 2022 filing to 989 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060639381 · The Lee Company PY 2023 · Profit Sharing

The Lee Company Profit Sharing Plan · $449M · 989 · 97th

  • BOY $449M
  • BOY 989
  • BOY 97th
  • BOY Profit Sharing
  • BOY near Hawaii Electricians Annuity Plan
  • BOY ind #17878

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 Manufacturing retirement plans → · Plans in Connecticut →

The Lee Company Profit Sharing Plan in the asset neighbourhood

Sheet Metal Workers Annuity Fund Local Union No. 19Sheet Metal Workers Annuity …$456MPresbyterian Healthcare Services 401(a) PlanPresbyterian Healthcare Serv…$455MHawaii Electricians Annuity PlanHawaii Electricians Annuity …$450MThe Lee Company Profit Sharing PlanThe Lee Company Profit Shari…$449MSteamfitters Local 602 Retirement Savings Plan Savings PlanSteamfitters Local 602 Retir…$445M
End-of-year total assets ($M) among The Lee Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$396M
Net Assets (End of Year)$449M
Net Income$53M
Employer EIN060639381
Plan Effective Date1953-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lee Company)

Sponsor-wide plan assets over time

All The Lee Company plans reported in each filing year

Latest sponsor-wide plan assets
$449M 13.314569429372911% vs 2022
2023 filing year
$380M$400M$420M$440M$460M 20222023 $396M $449M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 930 $396M
2023 1 989 $449M

Nearby Profit Sharing Plans in Connecticut

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Lee Company Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.5 Total assets ($B) Participants The Lee Company Profit Sharing Plan, Total assets ($B): 0.449271257 · Participants: 989The Lee Company Profit Sharing PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.288455949 · Participants: 11025North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.466980856 · Participants: 3094Connecticut Children's Retirement Savings PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.245691491 · Participants: 2559Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.24493598 · Participants: 3065Connecticut Laborers' Annuity PlanBridgeport Hospital Employer Contribution Retirement Plan, Total assets ($B): 0.222287992 · Participants: 4229Bridgeport Hospital Employer Contribution Retirement Plan
The Lee Company Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare The Lee Company Profit Sharing Plan side-by-side with 3 peers →

The Lee Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Hawaii Electricians Annuity Plan in HI ($450M); by covered participants it is Family & Children's Services 403(b) Plan in OK (989 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (989 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 The Lee Company Profit Sharing Plan assets move in 2023? ▼
The Lee Company Profit Sharing Plan grew at a solid clip - up 13.3% during 2023, from $396M to $449M. Reported net income was $53M.
How have The Lee Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Lee Company's sponsor-wide assets grew 13.3%, from $396M to $449M.
Where does The Lee Company Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Lee Company Profit Sharing 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 Profit Sharing plans are similar in size to The Lee Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hawaii Electricians Annuity Plan in HI ($450M, 2,215 participants).
Which Profit Sharing plans cover a similar participant headcount to The Lee Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Family & Children's Services 403(b) Plan in OK (989 participants, $37M 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 060639381.

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.