401(k) · DOL Form 5500 · 2024

Lee & Mason Financial Services, Inc 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
160
Participants Small participant base
77th
Percentile by assets National rank
$180,645
Avg per participant Above avg balance/head
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Official DOL plan name: Lee & Mason Financial Services, Inc. 401(k) Plan · Sponsored by Lee & Mason Financial Services, Inc · New York · Finance & Insurance

$29M in assets, 160 participants

Lee & Mason Financial Services, Inc's Lee & Mason Financial Services, Inc. 401(k) Plan reported $29M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,472 in Finance & Insurance (8,549 peers)

Coverage in New York

Lee & Mason Financial Services, Inc. 401(k) Plan covers 160 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $29M.

#5,472
in Finance & Insurance (8,549 peers)
+13.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lee & Mason Financial Services, Inc. 401(k) Plan's outsized position by total assets

Lee & Mason Financial Services, Inc. 401(k) Plan vs every filed plan by assets

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

$28,903,277 Top 23% higher than 77% 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 & Mason Financial Services, 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 & Mason Financial Services, Inc. 401(k) Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lee & Mason Financial Services, Inc. 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Lee & Mason Financial Services, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lee & Mason Financial Services, Inc. 401(k) Plan reported participants rose from 155 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 141722170 · Lee & Mason Financial Services, Inc PY 2024 · 401(k)

Lee & Mason Financial Services, Inc. 401(k) Plan · $29M · 160 · 77th

  • EOY $29M
  • EOY 160
  • EOY 77th
  • EOY 401(k)
  • EOY near Amercareroyal 401(k) Plan
  • EOY ind #5472

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 Finance & Insurance retirement plans → · Plans in New York →

Lee & Mason Financial Services, Inc. 401(k) Plan in the asset neighbourhood

Florida Urology Partners, LLP 401(k) PlanFlorida Urology Partners, LL…$29MLee & Mason Financial Services, Inc. 401(k) PlanLee & Mason Financial Servic…$29MAmercareroyal 401(k) Plan$29MParkview Orthopaedic Group, S.C. Profit Sharing Plan and TrustParkview Orthopaedic Group, …$29MMagneco Metrel, Inc. 401(k) Plan and TrustMagneco Metrel, Inc. 401(k) …$29M
End-of-year total assets ($M) among Lee & Mason Financial Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN141722170
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee & Mason Financial Services, Inc)

Sponsor-wide plan assets over time

All Lee & Mason Financial Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$29M 33.66795400364359% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21.6M $28.9M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 143 $22M
2023 1 155 $25M
2024 1 160 $29M

Nearby 401(k) Plans in New York

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

Lee & Mason Financial Services, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lee & Mason Financial Services, Inc. 401(k) Plan, Total assets ($B): 0.028903277 · Participants: 160Lee & Mason Financial Services, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Lee & Mason Financial Services, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lee & Mason Financial Services, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Amercareroyal 401(k) Plan in PA ($29M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 & Mason Financial Services, Inc. 401(k) Plan assets move in 2024? ▼
Lee & Mason Financial Services, Inc. 401(k) Plan grew at a solid clip - up 13.4% during 2024, from $25M to $29M. Reported net income was $3M.
How have Lee & Mason Financial Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee & Mason Financial Services, Inc's sponsor-wide assets grew 33.7%, from $22M to $29M.
Where does Lee & Mason Financial Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Lee & Mason Financial Services, Inc. 401(k) Plan ranks in the 77th 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 & Mason Financial Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amercareroyal 401(k) Plan in PA ($29M, 415 participants).
Which 401(k) plans cover a similar participant headcount to Lee & Mason Financial Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 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 141722170.

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.