401(k) · DOL Form 5500 · 2024

Lee Michaels Jewelers, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
156
Participants Small participant base
59th
Percentile by assets National rank
$75,502
Avg per participant Below avg balance/head
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Official DOL plan name: Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust · Sponsored by Lee Michaels Jewelers, LLC · Louisiana · Retail Trade

$12M in assets, 156 participants

Lee Michaels Jewelers, LLC's Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust reported $12M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,657 in Retail Trade (8,048 peers)

Coverage in Louisiana

Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust covers 156 participants in Louisiana, about 32% of the average Louisiana filer (state average ~495 per filing). Assets: $12M.

#5,657
in Retail Trade (8,048 peers)
+14.3%
assets growth YoY

Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$11,778,240 Top 41% higher than 59% 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 Michaels Jewelers 401(k) Profit Sharing Plan and Trust 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 Michaels Jewelers 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust reported participants rose from 139 in the plan year 2023 filing to 156 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 720838942 · Lee Michaels Jewelers, LLC PY 2024 · 401(k)

Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust · $12M · 156 · 59th

  • PHOTO $12M
  • PHOTO 156
  • PHOTO 59th
  • PHOTO 401(k)
  • PHOTO near Frazer, Ryan, Goldberg & Arnold, L. L. P. 401(k) Profit Sharing Plan
  • PHOTO ind #5657

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 Retail Trade retirement plans → · Plans in Louisiana →

Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Lee Michaels Jewelers 401(k) Profit Sharing Plan and TrustLee Michaels Jewelers 401(k)…$12MFrazer, Ryan, Goldberg & Arnold, L. L. P. 401(k) Profit Sharing PlanFrazer, Ryan, Goldberg & Arn…$12MHuman Technologies Corporation Retirement PlanHuman Technologies Corporati…$12MVandemark Chemical Inc. 401(k) Profit Sharing PlanVandemark Chemical Inc. 401(…$12MRecovery Innovations, Inc. 401(k) PlanRecovery Innovations, Inc. 4…$12M
End-of-year total assets ($M) among Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN720838942
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Michaels Jewelers, LLC)

Sponsor-wide plan assets over time

All Lee Michaels Jewelers, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 44.052365600340494% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.18M $11.8M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 127 $8M
2023 1 139 $10M
2024 1 156 $12M

Nearby 401(k) Plans in Louisiana

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

Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.01177824 · Participants: 156Lee Michaels Jewelers 401(k) Profit Sharing Plan and TrustLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Frazer, Ryan, Goldberg & Arnold, L. L. P. 401(k) Profit Sharing Plan in AZ ($12M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Michaels Jewelers 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 14.3% during 2024, from $10M to $12M. Reported net income was $1M.
How have Lee Michaels Jewelers, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Michaels Jewelers, LLC's sponsor-wide assets grew 44.1%, from $8M to $12M.
Which 401(k) plans are similar in size to Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Frazer, Ryan, Goldberg & Arnold, L. L. P. 401(k) Profit Sharing Plan in AZ ($12M, 52 participants).
Which 401(k) plans cover a similar participant headcount to Lee Michaels Jewelers 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 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 720838942.

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.