401(k) · DOL Form 5500 · 2024
Lee Company 401(k) Plan
Data updated 2026-08-06
- $69M
- Total assets
- 1,403
- Participants
- 87th
- Percentile by assets
- $48,985
- Avg per participant
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.
- 87th percentile by assets (of 116,472 plans)
- #7,227 in Construction (8,304 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.
- $69M
- total plan assets (2024 EOY)
- 1,403
- covered participants
- 87th
- percentile by assets (of 116,472 plans)
- $48,985
- avg assets per participant
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.
Lee Company 401(k) Plan vs the 2024 asset distribution
By assets, Lee Company 401(k) Plan outranks 87% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $10M |
| Employer EIN | 620723985 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lee Company)
| 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
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lee Company 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Lee Company 401(k) Plan assets move in 2024? ▼
How have Lee Company plan assets changed over time? ▼
Where does Lee Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lee Company 401(k) Plan? ▼
Next read for Lee Company 401(k) Plan
Scale reading
Ways to act on Lee Company 401(k) Plan's numbers.
- By total assets, Lee Company 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans
- Lee Company's sponsor-wide assets have grown 44.9% since 2022 across 3 plan years on file. More Construction plans