401(k) · DOL Form 5500 · 2024

Alex Lee, Inc. 401(k) Plan

Data updated 2026-08-25

$323M
Total assets Above avg plan size
10,772
Participants Very large workforce
96th
Percentile by assets National rank
$29,999
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#5,905
in Wholesale Trade (6,080 peers)
+9.6%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Alex Lee, Inc. and Affiliates Retirement Savings Plan's outsized position by total assets

Alex Lee, Inc. and Affiliates Retirement Savings Plan vs every filed plan by assets

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

$323,149,956 Top 4% higher than 96% 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

Alex Lee, Inc. and Affiliates Retirement Savings Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alex Lee, Inc. and Affiliates Retirement Savings Plan is a mega filing (10,772 participants), the rightmost band on the breakdown.

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 561780605 · Alex Lee, Inc. PY 2024 · 401(k)

Alex Lee, Inc. and Affiliates Retirement Savings Plan · $323M · 10,772 · 96th

  • PHOTO $323M
  • PHOTO 10,772
  • PHOTO 96th
  • PHOTO 401(k)
  • PHOTO near Wyndham Hotel Group Employee Savings Plan
  • PHOTO ind #5905

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 North Carolina →

Alex Lee, Inc. and Affiliates Retirement Savings Plan in the asset neighbourhood

The Manitowoc Company, Inc. 401(k) Retirement PlanThe Manitowoc Company, Inc. …$324MVegetation and Utility Services Employees 401(k) Savings PlanVegetation and Utility Servi…$323MToast, Inc. 401(k) Plan$323MAlex Lee, Inc. and Affiliates Retirement Savings PlanAlex Lee, Inc. and Affiliate…$323MWyndham Hotel Group Employee Savings PlanWyndham Hotel Group Employee…$323M
End-of-year total assets ($M) among Alex Lee, Inc. and Affiliates Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$295M
Net Assets (End of Year)$323M
Net Income$28M
Employer EIN561780605
Plan Effective Date1987-04-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Alex Lee, Inc.)

Sponsor-wide plan assets over time

All Alex Lee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$638M 18.435517880714325% vs 2022
2024 filing year
$500M$550M$600M$650M 202220232024 $538M $638M ▲ +18.4%
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 Scatter plot of 6 data points. 050000100000150000200000 -20020406080 Total assets ($B) Participants Alex Lee, Inc. and Affiliates Retirement Savings Plan, Total assets ($B): 0.323149956 · Participants: 10772Alex Lee, Inc. and Affiliates Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Alex Lee, Inc. and Affiliates Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Alex Lee, Inc. and Affiliates Retirement Savings Plan side-by-side with 3 peers →

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 Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Wyndham Hotel Group Employee Savings Plan in NJ ($323M); by covered participants it is Solventum Voluntary Investment Plan in MN (10,778 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($323M here).

Similar participant headcount

Nearest other-state filings by covered participants (10,772 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 Alex Lee, Inc. and Affiliates Retirement Savings Plan assets move in 2024? ▼
Alex Lee, Inc. and Affiliates Retirement Savings Plan grew at a solid clip - up 9.6% during 2024, from $295M to $323M. Reported net income was $28M.
How have Alex Lee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alex Lee, Inc.'s sponsor-wide assets grew 18.4%, from $538M to $638M.
Where does Alex Lee, Inc. and Affiliates Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Alex Lee, Inc. and Affiliates Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Alex Lee, Inc. and Affiliates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wyndham Hotel Group Employee Savings Plan in NJ ($323M, 1,141 participants).
Which 401(k) plans cover a similar participant headcount to Alex Lee, Inc. and Affiliates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solventum Voluntary Investment Plan in MN (10,778 participants, $2.6B 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 561780605.

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.