401(k) · DOL Form 5500 · 2024

Lee & Cates Glass, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
143
Participants Small participant base
48th
Percentile by assets National rank
$49,268
Avg per participant Low balance/head
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Official DOL plan name: Lee & Cates Glass, Inc. 401(k) Plan · Sponsored by Lee & Cates Glass, Inc. · Florida · Other Services

$7M in assets, 143 participants

Lee & Cates Glass, Inc.'s Lee & Cates Glass, Inc. 401(k) Plan reported $7M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,318 in Other Services (7,719 peers)

Coverage in Florida

Lee & Cates Glass, Inc. 401(k) Plan covers 143 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#5,318
in Other Services (7,719 peers)
+4.1%
assets growth YoY

Lee & Cates Glass, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Lee & Cates Glass, Inc. 401(k) Plan vs every filed plan by assets

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

$7,045,370 48th percentile higher than 48% 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 & Cates Glass, Inc. 401(k) 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 & Cates Glass, Inc. 401(k) Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lee & Cates Glass, Inc. 401(k) Plan reported net income fell from $412K in the plan year 2023 filing to $277K in the plan year 2024 filing.
  • Lee & Cates Glass, Inc. 401(k) Plan reported participants fell from 167 in the plan year 2023 filing to 143 in the plan year 2024 filing.
  • Lee & Cates Glass, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 590713691 · Lee & Cates Glass, Inc. PY 2024 · 401(k)

Lee & Cates Glass, Inc. 401(k) Plan · $7M · 143 · 48th

  • 5500 $7M
  • ASSETS 143
  • PCT 48th
  • EIN 401(k)
  • RANK near Apple Ford, Inc. 401(k) Plan
  • PHOTO ind #5318

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 Other Services retirement plans → · Plans in Florida →

Lee & Cates Glass, Inc. 401(k) Plan in the asset neighbourhood

Lee & Cates Glass, Inc. 401(k) PlanLee & Cates Glass, Inc. 401(…$7MApple Ford, Inc. 401(k) Plan$7MFamily Life Academy Charter Schools 401(k) Retirement PlanFamily Life Academy Charter …$7MPharmacord, LLC 401(k) Plan$7MShuford Yarns, LLC 401(k) PlanShuford Yarns, LLC 401(k) Pl…$7M
End-of-year total assets ($M) among Lee & Cates Glass, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$277K
Employer EIN590713691
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee & Cates Glass, Inc.)

Sponsor-wide plan assets over time

All Lee & Cates Glass, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 10.836050076700182% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.36M $7.05M ▲ +10.8%
Year Plans Participants Total Assets
2022 1 183 $6M
2023 1 167 $7M
2024 1 143 $7M

Nearby 401(k) Plans in Florida

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

Lee & Cates Glass, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Lee & Cates Glass, Inc. 401(k) Plan, Total assets ($B): 0.00704537 · Participants: 143Lee & Cates Glass, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Lee & Cates Glass, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Lee & Cates Glass, Inc. 401(k) Plan side-by-side with 3 peers →

Lee & Cates Glass, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Apple Ford, Inc. 401(k) Plan in MD ($7M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (143 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 & Cates Glass, Inc. 401(k) Plan assets move in 2024? ▼
Lee & Cates Glass, Inc. 401(k) Plan edged up modestly - up 4.1% during 2024, from $7M to $7M. Reported net income was $277K.
How have Lee & Cates Glass, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee & Cates Glass, Inc.'s sponsor-wide assets grew 10.8%, from $6M to $7M.
Which 401(k) plans are similar in size to Lee & Cates Glass, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apple Ford, Inc. 401(k) Plan in MD ($7M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Lee & Cates Glass, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blairex Laboratories, Inc. 401(k) in IN (143 participants, N/A 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 590713691.

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.