401(k) · DOL Form 5500 · 2024

Albert Lee, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
176
Participants Small participant base
75th
Percentile by assets National rank
$147,917
Avg per participant Above avg balance/head
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Official DOL plan name: Albert Lee, Inc. 401(k) Plan · Sponsored by Albert Lee, Inc. · Washington · Retail Trade

$26M in assets, 176 participants

Albert Lee, Inc.'s Albert Lee, Inc. 401(k) Plan reported $26M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,806 in Retail Trade (8,048 peers)

Coverage in Washington

Albert Lee, Inc. 401(k) Plan covers 176 participants in Washington, about 12% of the average Washington filer (state average ~1,476 per filing). Assets: $26M.

#6,806
in Retail Trade (8,048 peers)
+7.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Albert Lee, Inc. 401(k) Plan's outsized position by total assets

Albert Lee, Inc. 401(k) Plan vs every filed plan by assets

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

$26,033,350 Top 25% higher than 75% 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

Albert Lee, Inc. 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. Albert Lee, Inc. 401(k) Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Albert Lee, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Albert Lee, Inc. 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 910930205 · Albert Lee, Inc. PY 2024 · 401(k)

Albert Lee, Inc. 401(k) Plan · $26M · 176 · 75th

  • PART $26M
  • PART 176
  • PART 75th
  • PART 401(k)
  • PART near Datavail Corporation 401(k) Plan
  • PART ind #6806

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 Retail Trade retirement plans → · Plans in Washington →

Albert Lee, Inc. 401(k) Plan in the asset neighbourhood

Datavail Corporation 401(k) PlanDatavail Corporation 401(k) …$26MAlbert Lee, Inc. 401(k) Plan$26MConsultant Engineering, Inc. 401(k) PlanConsultant Engineering, Inc.…$26MAllied Resources Group 401(k) PlanAllied Resources Group 401(k…$26MInventec 401(k) Retirement Savings PlanInventec 401(k) Retirement S…$26M
End-of-year total assets ($M) among Albert Lee, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN910930205
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Albert Lee, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$26M 28.304765580936337% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.3M $26M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 158 $20M
2023 1 176 $24M
2024 1 176 $26M

Nearby 401(k) Plans in Washington

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

Albert Lee, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Albert Lee, Inc. 401(k) Plan, Total assets ($B): 0.02603335 · Participants: 176Albert Lee, Inc. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Albert Lee, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Albert Lee, Inc. 401(k) Plan side-by-side with 3 peers →

Albert Lee, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Datavail Corporation 401(k) Plan in CO ($26M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Albert Lee, Inc. 401(k) Plan assets move in 2024? ▼
Albert Lee, Inc. 401(k) Plan grew at a solid clip - up 7.6% during 2024, from $24M to $26M. Reported net income was $2M.
How have Albert Lee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albert Lee, Inc.'s sponsor-wide assets grew 28.3%, from $20M to $26M.
Where does Albert Lee, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Albert Lee, Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Albert Lee, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Datavail Corporation 401(k) Plan in CO ($26M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Albert Lee, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Texas Refuse 401(k) Plan in TX (176 participants, N/A 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 910930205.

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.