401(k) · DOL Form 5500 · 2024

R. E. Lee Corporation 401(k) Plan

Data updated 2026-08-25

$495K
Total assets Small plan by assets
8
Participants Small participant base
18th
Percentile by assets National rank
$61,890
Avg per participant Low balance/head
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Official DOL plan name: R. E. Lee Corporation 401(k) Plan · Sponsored by R. E. Lee Corporation · Indiana · Administrative & Support Services

$495K in assets, 8 participants

R. E. Lee Corporation's R. E. Lee Corporation 401(k) Plan reported $495K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,696 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, R. E. Lee Corporation 401(k) Plan ranks #1,696 of 4,368 2024 filers by assets (5827% of the sector average)-$495K for 8 participants.

#1,696
in Administrative & Support Services (4,368 peers)
-3.4%
assets change YoY

The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R. E. Lee Corporation 401(k) Plan among the smaller filed plans by assets

R. E. Lee Corporation 401(k) Plan vs every filed plan by assets

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

$495,120 18th percentile higher than 18% 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

R. E. Lee Corporation 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R. E. Lee Corporation 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • R. E. Lee Corporation 401(k) Plan reported net income fell from $93K in the plan year 2023 filing to -$17K in the plan year 2024 filing.
  • R. E. Lee Corporation 401(k) Plan reported participants rose from 6 in the plan year 2023 filing to 8 in the plan year 2024 filing.
  • R. E. Lee Corporation 401(k) Plan end-of-year assets fell from $512K in the plan year 2023 filing to $495K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 822110251 · R. E. Lee Corporation PY 2024 · 401(k)

R. E. Lee Corporation 401(k) Plan · $495K · 8 · 18th

  • 5500 $495K
  • 5500 8
  • 5500 18th
  • 5500 401(k)
  • 5500 near Phf Holdings, Inc. 401(k) Plan
  • 5500 ind #1696

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 Administrative & Support Services retirement plans → · Plans in Indiana →

R. E. Lee Corporation 401(k) Plan in the asset neighbourhood

R. E. Lee Corporation 401(k) PlanR. E. Lee Corporation 401(k)…$495KPhf Holdings, Inc. 401(k) PlanPhf Holdings, Inc. 401(k) Pl…$495KPittsburgh Manliness 401(k)$495KSusan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and TrustSusan L. Howell, Cpa, PC 401…$495KLuxe Atelier Inc. Retirement PlanLuxe Atelier Inc. Retirement…$495K
End-of-year total assets ($M) among R. E. Lee Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$512K
Net Assets (End of Year)$495K
Net Income-$17K
Employer EIN822110251
Plan Effective Date2017-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (R. E. Lee Corporation)

Sponsor-wide plan assets over time

All R. E. Lee Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$495K 18.131258544546164% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M 202220232024 $0.42M $0.5M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 5 $419K
2023 1 6 $512K
2024 1 8 $495K

Nearby 401(k) Plans in Indiana

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

R. E. Lee Corporation 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants R. E. Lee Corporation 401(k) Plan, Total assets ($B): 0.00049512 · Participants: 8R. E. Lee Corporation 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
R. E. Lee Corporation 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare R. E. Lee Corporation 401(k) Plan side-by-side with 3 peers →

R. E. Lee Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Phf Holdings, Inc. 401(k) Plan in NC ($495K); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($495K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 R. E. Lee Corporation 401(k) Plan assets move in 2024? ▼
R. E. Lee Corporation 401(k) Plan edged down modestly - down 3.4% during 2024, from $512K to $495K. Reported net income was -$17K.
How have R. E. Lee Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R. E. Lee Corporation's sponsor-wide assets grew 18.1%, from $419K to $495K.
Where does R. E. Lee Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
R. E. Lee Corporation 401(k) Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to R. E. Lee Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phf Holdings, Inc. 401(k) Plan in NC ($495K, 7 participants).
Which 401(k) plans cover a similar participant headcount to R. E. Lee Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 822110251.

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.