401(k) · DOL Form 5500 · 2024
Alex Lee, Inc. 401(k) Plan
Data updated 2026-08-11
- $323M
- Total assets
- 10,772
- Participants
- 96th
- Percentile by assets
- $29,999
- Avg per participant
Official DOL plan name: Alex Lee, Inc. and Affiliates Retirement Savings Plan · Sponsored by Alex Lee, Inc. · North Carolina · Wholesale Trade
$323M in assets, 10,772 participants
Alex Lee, Inc.'s Alex Lee, Inc. and Affiliates Retirement Savings Plan reported $323M in total assets and 10,772 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #5,905 in Wholesale Trade (6,080 peers)
Coverage in North Carolina
Alex Lee, Inc. and Affiliates Retirement Savings Plan covers 10,772 participants in North Carolina, 13x the typical North Carolina plan (state average ~819 per filing). Assets: $323M.
- $323M
- total plan assets (2024 EOY)
- 10,772
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $29,999
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alex Lee, Inc. and Affiliates Retirement Savings Plan reported net income fell from $39M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Alex Lee, Inc. and Affiliates Retirement Savings Plan end-of-year assets rose from $295M in the plan year 2023 filing to $323M in the plan year 2024 filing.
- Alex Lee, Inc. and Affiliates Retirement Savings Plan reported participants rose from 10,418 in the plan year 2023 filing to 10,772 in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Alex Lee, Inc. and Affiliates Retirement Savings Plan reports 10,772 participants - 13x that state average ($323M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $295M |
|---|---|
| Net Assets (End of Year) | $323M |
| Net Income | $28M |
| Employer EIN | 561780605 |
| Plan Effective Date | 1987-04-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alex Lee, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,294 | $538M |
| 2023 | 2 | 16,599 | $620M |
| 2024 | 2 | 17,211 | $638M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Alex Lee, Inc. and Affiliates Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Scale composition for Alex Lee, Inc. and Affiliates Retirement Savings Plan
Alex Lee, Inc. and Affiliates Retirement Savings Plan reports $323M in end-of-year assets across 10,772 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $29,999 per participant (22% of the national average assets-per-participant) . Net income for plan year 2024 was $28M.
This plan identity (EIN 561780605, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $256M to $323M (+26.2%) while covered participants moved from 8,274 to 10,772 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,274 | $256M | Open filing |
| 2023 | 10,418 | $295M | Open filing |
| 2024 · index core | 10,772 | $323M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Alex Lee, Inc. and Affiliates Pension Plan (Defined Benefit (Pension), $315M, 6,439 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Alex Lee, Inc. and Affiliates Retirement Savings Plan by total assets, not by location.
- Wyndham Hotel Group Employee Savings Plan (NJ) $323M · 1,141
- Toast, Inc. 401(k) Plan (MA) $323M · 4,696
- Vegetation and Utility Services Employees 401(k) Savings Plan (PA) $323M · 23,133
- The Manitowoc Company, Inc. 401(k) Retirement Plan (WI) $324M · 1,720
Frequently Asked Questions
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Filing takeaways
Ways to act on Alex Lee, Inc. and Affiliates Retirement Savings Plan's numbers.
- By total assets, Alex Lee, Inc. and Affiliates Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Alex Lee, Inc.'s sponsor-wide assets have grown 18.4% since 2022 across 3 plan years on file. More Wholesale Trade plans