401(k) · DOL Form 5500 · 2024
Rj Lee Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 171
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $116,236
- Avg per participant Below avg balance/head
Official DOL plan name: Rj Lee Group, Inc. Retirement Savings Plan · Sponsored by Rj Lee Group, Inc. · Pennsylvania · Professional & Technical Services
$20M in assets, 171 participants
Rj Lee Group, Inc.'s Rj Lee Group, Inc. Retirement Savings Plan reported $20M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #14,003 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Rj Lee Group, Inc. Retirement Savings Plan covers 171 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $20M.
- #14,003
- in Professional & Technical Services (20,173 peers)
- +11.7%
- assets growth YoY
Rj Lee Group, Inc. Retirement Savings Plan's outsized position by total assets
Rj Lee Group, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,876,351 Top 30% higher than 70% 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
Rj Lee Group, Inc. Retirement Savings 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. Rj Lee Group, Inc. Retirement Savings Plan sits mid-pack in the medium band (171 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rj Lee Group, Inc. Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Rj Lee Group, Inc. Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Rj Lee Group, Inc. Retirement Savings Plan reported participants rose from 167 in the plan year 2023 filing to 171 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 251375815 · Rj Lee Group, Inc. PY 2024 · 401(k)
Rj Lee Group, Inc. Retirement Savings Plan · $20M · 171 · 70th
- PCT $20M
- EIN 171
- RANK 70th
- PHOTO 401(k)
- IND near Kennedy 401(k) Plan
- EOY ind #14003
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Rj Lee Group, Inc. Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 251375815 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rj Lee Group, Inc.)
Sponsor-wide plan assets over time
All Rj Lee Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 32.167767114346375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $15M |
| 2023 | 1 | 167 | $18M |
| 2024 | 1 | 171 | $20M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Rj Lee Group, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Kennedy 401(k) Plan in IN ($20M); by covered participants it is Life Tech Inc in NJ (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Kennedy 401(k) Plan (IN) $20M · 92
- Rumsey Hall School 403(b) DC Plan (CT) $20M · 134
- James S. Farrin, P.C. 401(k) Profit Sharing Plan (NC) $20M · 294
- The Baraboo Bancorporation, Inc. 401(k) Profit Sharing Plan (WI) $20M · 94
Similar participant headcount
Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.
- Life Tech Inc (NJ) 171 · 0 off
- Subzero Constructors, Inc. Employee Savings Plan (CA) 171 · 0 off
- Star Concrete 401(k) Profit Sharing Plan (CA) 171 · 0 off
- Associated Hardwoods, Inc. 401(k) Profit Sharing Plan (NC) 171 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.