401(k) · DOL Form 5500 · 2024

Lee Supply Corp. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 309
Participants Below avg headcount: 61st
Percentile by assets National rank: $41,881
Avg per participant Low balance/head

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Official DOL plan name: Lee Supply Corp. 401(k) Plan · Sponsored by Lee Supply Corp. · Indiana · Wholesale Trade

$13M in assets, 309 participants

Lee Supply Corp.'s Lee Supply Corp. 401(k) Plan reported $13M in total assets and 309 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

#3,260 in Wholesale Trade (6,080 peers)

Lee Supply Corp. multi-year trail

Lee Supply Corp.'s plans moved +39.0% in assets from 2022 to 2024; this filing shows Lee Supply Corp. 401(k) Plan at $13M / 309 participants.

#3,260
in Wholesale Trade (6,080 peers): +19.1%
assets growth YoY

Lee Supply Corp. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Lee Supply Corp. 401(k) Plan vs every filed plan by assets

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

$12,941,152 Top 39% higher than 61% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Lee Supply Corp. 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 Supply Corp. 401(k) Plan sits mid-pack in the medium band (309 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Lee Supply Corp. 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Lee Supply Corp. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 351310996 · Lee Supply Corp. PY 2024 · 401(k)

Lee Supply Corp. 401(k) Plan · $13M · 309 · 61st

PHOTO $13M
PHOTO 309
PHOTO 61st
PHOTO 401(k)
PHOTO near United Way Miami 401(k) Plan
PHOTO ind #3260

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 Wholesale Trade retirement plans → · Plans in Indiana →

End-of-year total assets ($M) among Lee Supply Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lee Supply Corp. multi-year asset trail

Latest sponsor-wide plan assets: $15M 38.99604194543305% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	253	$11M
2023	2	321	$13M
2024	2	320	$15M

Lee Supply Corp. filing trail (2024)

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$13M
Net Income	$2M
Employer EIN	351310996
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Lee Supply Corp. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $13.1B · 19,977
Elevance Health 401(k) Plan $12.1B · 73,120
Cummins Retirement and Savings Plan $6.4B · 30,272
Iu Health 401(k) Savings Plan $4.5B · 38,460
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385

Compare Lee Supply Corp. 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is United Way Miami 401(k) Plan in FL ($13M); by covered participants it is Forddirect Retirement Savings Plan in MI (309 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

United Way Miami 401(k) Plan (FL) $13M · 195
Pacific Union Company 401(k) Retirement Plan (CA) $13M · 247
Doehler North America 401(k) Plan (GA) $13M · 275
Heyward-Charlotte Incorporated Profit Sharing Plan (NC) $13M · 24

Similar participant headcount

Nearest other-state filings by covered participants (309 participants); asset peers above are excluded.

Forddirect Retirement Savings Plan (MI) 309 · 0 off
Bueno Foods 401(k) Plan (NM) 309 · 0 off
Bank of Ann Arbor Employees 401(k) Profit Sharing Plan (MI) 309 · 0 off
Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan (IA) 309 · 0 off

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 Supply Corp. 401(k) Plan assets move in 2024? ▼

Lee Supply Corp. 401(k) Plan grew sharply - up 19.1% during 2024, from $11M to $13M. Reported net income was $2M.

How have Lee Supply Corp. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lee Supply Corp.'s sponsor-wide assets grew 39.0%, from $11M to $15M.

Which 401(k) plans are similar in size to Lee Supply Corp. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is United Way Miami 401(k) Plan in FL ($13M, 195 participants).

Which 401(k) plans cover a similar participant headcount to Lee Supply Corp. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Forddirect Retirement Savings Plan in MI (309 participants, $60M 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 351310996.