401(k) · DOL Form 5500 · 2024

Lee Company 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
1,403
Participants Near avg headcount
87th
Percentile by assets National rank
$48,985
Avg per participant Low balance/head
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Official DOL plan name: Lee Company 401(k) Plan · Sponsored by Lee Company · Tennessee · Construction

$69M in assets, 1,403 participants

Lee Company's Lee Company 401(k) Plan reported $69M in total assets and 1,403 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,727 in Construction (9,039 peers)

Where Lee Company 401(k) Plan sits by assets

Lee Company 401(k) Plan sits in the top quartile of all filed plans by assets, $69M for 1,403 participants (~$48,985/participant), up 17.2% in 2024.

#7,727
in Construction (9,039 peers)
+17.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Lee Company 401(k) Plan's outsized position by total assets

Lee Company 401(k) Plan vs every filed plan by assets

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

$68,725,381 Top 13% higher than 87% 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 Company 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Company 401(k) Plan lands in the large band (1,403 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lee Company 401(k) Plan end-of-year assets rose from $59M in the plan year 2023 filing to $69M in the plan year 2024 filing.
  • Lee Company 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 620723985 · Lee Company PY 2024 · 401(k)

Lee Company 401(k) Plan · $69M · 1,403 · 87th

  • BOY $69M
  • BOY 1,403
  • BOY 87th
  • BOY 401(k)
  • BOY near Transport Equipment Company Employees Savings Plan
  • BOY ind #7727

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 Construction retirement plans → · Plans in Tennessee →

Lee Company 401(k) Plan in the asset neighbourhood

Airtech International, Inc. Profit Sharing PlanAirtech International, Inc. …$69MLee Company 401(k) Plan$69MTransport Equipment Company Employees Savings PlanTransport Equipment Company …$69MThe Community Preservation Corporation Employees' Retirement Savings PlanThe Community Preservation C…$69MB1bank Employee Retirement Plan and TrustB1bank Employee Retirement P…$69M
End-of-year total assets ($M) among Lee Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$69M
Net Income$10M
Employer EIN620723985
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Company)

Sponsor-wide plan assets over time

All Lee Company plans reported in each filing year

Latest sponsor-wide plan assets
$69M 44.91981018256505% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $47.4M $68.7M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 1,269 $47M
2023 1 1,398 $59M
2024 1 1,403 $69M

Nearby 401(k) Plans in Tennessee

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

Lee Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Lee Company 401(k) Plan, Total assets ($B): 0.068725381 · Participants: 1403Lee Company 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Lee Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Lee Company 401(k) Plan side-by-side with 3 peers →

Lee Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Transport Equipment Company Employees Savings Plan in UT ($69M); by covered participants it is Solis Mammography 401(k) Plan in TX (1,403 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,403 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 Company 401(k) Plan assets move in 2024? ▼
Lee Company 401(k) Plan grew sharply - up 17.2% during 2024, from $59M to $69M. Reported net income was $10M.
How have Lee Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Company's sponsor-wide assets grew 44.9%, from $47M to $69M.
Where does Lee Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Lee Company 401(k) Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lee Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Transport Equipment Company Employees Savings Plan in UT ($69M, 1,368 participants).
Which 401(k) plans cover a similar participant headcount to Lee Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solis Mammography 401(k) Plan in TX (1,403 participants, $76M 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 620723985.

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.