401(k) · DOL Form 5500 · 2024

Lee Enterprises, Inc. 401(k) Plan

Data updated 2026-08-11

$442M
Total assets: 3,415
Participants: 97th
Percentile by assets: $129,300
Avg per participant

Official DOL plan name: Lee Enterprises, Inc. Employees Retirement Account Plan · Sponsored by Lee Enterprises, Inc. · Iowa · Information & Media

$442M in assets, 3,415 participants

Lee Enterprises, Inc.'s Lee Enterprises, Inc. Employees Retirement Account Plan reported $442M in total assets and 3,415 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 123,622 plans)
#2,673 in Information & Media (2,822 peers)

Coverage in Iowa

Lee Enterprises, Inc. Employees Retirement Account Plan covers 3,415 participants in Iowa, 5.6x the typical Iowa plan (state average ~609 per filing). Assets: $442M.

$442M
total plan assets (2024 EOY): 3,415
covered participants: 97th
percentile by assets (of 123,622 plans): $129,300
avg assets per participant

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee Enterprises, Inc. Employees Retirement Account Plan reported net income fell from -$638K in the plan year 2023 filing to -$6M in the plan year 2024 filing.
Lee Enterprises, Inc. Employees Retirement Account Plan reported participants fell from 4,127 in the plan year 2023 filing to 3,415 in the plan year 2024 filing.
Lee Enterprises, Inc. Employees Retirement Account Plan end-of-year assets fell from $447M in the plan year 2023 filing to $442M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Iowa

Industry

Information & Media

Participants vs Iowa filers

In Iowa, the average filing covers about 609 participants across 1,246 plans. Lee Enterprises, Inc. Employees Retirement Account Plan reports 3,415 participants - 5.6x that state average ($442M EOY assets).

Iowa filing particulars

Total Assets (Beginning of Year)	$447M
Net Assets (End of Year)	$442M
Net Income	-$6M
Employer EIN	420823980
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lee Enterprises, Inc.)

Total plan assets by year, all Lee Enterprises, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	3	5,241	$642M
2023	2	4,418	$629M
2024	1	3,415	$442M

Nearby 401(k) Plans in Iowa

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

Lee Enterprises, Inc. Employees Retirement Account Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.6B · 12,841
The Rsm US LLP Retirement Plan $3.4B · 14,728
Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059

Compare Lee Enterprises, Inc. Employees Retireme… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lee Enterprises, Inc. Employees Retirement Account Plan by total assets, not by location.

Questco Companies Retirement Plan (TX) $442M · 11,961
Accession Risk Management Group 401(k)Plan (MA) $442M · 4,725
The Pape' Group, Inc. Profit Sharing 401(k) Plan (OR) $442M · 4,368
Homeservices Retirement Savings Plan (MN) $441M · 4,659

Frequently Asked Questions

How did Lee Enterprises, Inc. Employees Retirement Account Plan assets move in 2024? ▼

Lee Enterprises, Inc. Employees Retirement Account Plan edged down modestly - down 1.3% during 2024, from $447M to $442M. Reported net income was -$6M.

How have Lee Enterprises, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lee Enterprises, Inc.'s sponsor-wide assets declined 31.2%, from $642M to $442M.

Where does Lee Enterprises, Inc. Employees Retirement Account Plan rank by assets among Form 5500 filers? ▼

Lee Enterprises, Inc. Employees Retirement Account Plan ranks in the 97th 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 Lee Enterprises, Inc. Employees Retirement Account Plan? ▼

Among 401(k) plans in other states, the closest by assets is Questco Companies Retirement Plan in TX ($442M, 11,961 participants).

Next read for Lee Enterprises, Inc. Employees Retireme…

Filing takeaways

Ways to act on Lee Enterprises, Inc. Employees Retirement Account Plan's numbers.

By total assets, Lee Enterprises, Inc. Employees Retirement Account Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
Lee Enterprises, Inc.'s sponsor-wide assets have declined 31.2% since 2022 across 3 plan years on file. More Information & Media plans

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 420823980.