Profit Sharing · DOL Form 5500 · 2023
The Lee Company Profit Sharing Plan
Data updated 2026-08-11
- $449M
- Total assets
- 989
- Participants
- 97th
- Percentile by assets
- $454,268
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $449M
- total plan assets (2023 EOY)
- 989
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $454,268
- avg assets per participant
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.
The Lee Company Profit Sharing Plan vs the 2023 asset distribution
By assets, The Lee Company Profit Sharing Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $396M |
|---|---|
| Net Assets (End of Year) | $449M |
| Net Income | $53M |
| Employer EIN | 060639381 |
| Plan Effective Date | 1953-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Lee Company)
| 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
- North Atlantic States Carpenters Annuity Plan $1.3B · 11,025
- Connecticut Children's Retirement Savings Plan $467M · 3,094
- Connecticut Pipetrades Local No. 777 Annuity Plan $246M · 2,559
- Connecticut Laborers' Annuity Plan $245M · 3,065
- Bridgeport Hospital Employer Contribution Retirement Plan $222M · 4,229
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Lee Company Profit Sharing Plan by total assets, not by location.
- Hawaii Electricians Annuity Plan (HI) $450M · 2,215
- Steamfitters Local 602 Retirement Savings Plan Savings Plan (MD) $445M · 5,155
- Presbyterian Healthcare Services 401(a) Plan (NM) $455M · 11,386
- Sheet Metal Workers Annuity Fund Local Union No. 19 (PA) $456M · 2,783
Frequently Asked Questions
How did The Lee Company Profit Sharing Plan assets move in 2023? ▼
How have The Lee Company plan assets changed over time? ▼
Where does The Lee Company Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Lee Company Profit Sharing Plan? ▼
Next read for The Lee Company Profit Sharing Plan
Scale reading
Ways to act on The Lee Company Profit Sharing Plan's numbers.
- By total assets, The Lee Company Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Connecticut. Compare plans
- The Lee Company's sponsor-wide assets have grown 13.3% since 2022 across 2 plan years on file. More Manufacturing plans