401(k) · DOL Form 5500 · 2024
Lee Beverage of Wisconsin, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 222
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $31,410
- Avg per participant Low balance/head
Official DOL plan name: Lee Beverage of Wisconsin, LLC 401(k) Plan · Sponsored by Lee Beverage of Wisconsin, LLC · Wisconsin · Wholesale Trade
$7M in assets, 222 participants
Lee Beverage of Wisconsin, LLC's Lee Beverage of Wisconsin, LLC 401(k) Plan reported $7M in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #2,301 in Wholesale Trade (6,080 peers)
Coverage in Wisconsin
Lee Beverage of Wisconsin, LLC 401(k) Plan covers 222 participants in Wisconsin, about 39% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.
- #2,301
- in Wholesale Trade (6,080 peers)
- +20.6%
- assets growth YoY
Lee Beverage of Wisconsin, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Lee Beverage of Wisconsin, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,973,113 48th percentile higher than 48% 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 Beverage of Wisconsin, LLC 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 Beverage of Wisconsin, LLC 401(k) Plan sits mid-pack in the medium band (222 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lee Beverage of Wisconsin, LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Lee Beverage of Wisconsin, LLC 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Lee Beverage of Wisconsin, LLC 401(k) Plan reported participants rose from 215 in the plan year 2023 filing to 222 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 391998988 · Lee Beverage of Wisconsin, LLC PY 2024 · 401(k)
Lee Beverage of Wisconsin, LLC 401(k) Plan · $7M · 222 · 48th
- IND $7M
- IND 222
- IND 48th
- IND 401(k)
- IND near Mint Dentistry 401(k) Plan
- IND ind #2301
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 Wisconsin →
Lee Beverage of Wisconsin, LLC 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 391998988 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lee Beverage of Wisconsin, LLC)
Sponsor-wide plan assets over time
All Lee Beverage of Wisconsin, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 47.81420608650584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 209 | $5M |
| 2023 | 1 | 215 | $6M |
| 2024 | 1 | 222 | $7M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Lee Beverage of Wisconsin, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Mint Dentistry 401(k) Plan in TX ($7M); by covered participants it is Brown & Crouppen, P. C. 401(k) Retirement Plan in MO (222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Mint Dentistry 401(k) Plan (TX) $7M · 615
- The Markham Group LLC 401(k) Plan (AR) $7M · 97
- Indigo Signworks, Inc. 401(k) Plan (ND) $7M · 114
- Furnished Quarters 401(k) Plan (NY) $7M · 113
Similar participant headcount
Nearest other-state filings by covered participants (222 participants); asset peers above are excluded.
- Brown & Crouppen, P. C. 401(k) Retirement Plan (MO) 222 · 0 off
- Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 222 · 0 off
- Jetson Mailer 401(k) Plan (IL) 222 · 0 off
- A.C. Miller Concrete Products, Inc. 401(k) Profit Sharing Plan (PA) 222 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.