401(k)
2024 plan-year 401(k) DOL Form 5500

Lee Enterprises, Inc. Employees Retirement Account Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Lee Enterprises, Inc. · Iowa · Information & Media

What the 2023 filing shows

Lee Enterprises, Inc. Employees Retirement Account Plan holds $442M for 3,415 participants — about $129,300 per participant, down 1.3% over the 2024 plan year.

$442M
total plan assets (2024 EOY)
3,415
covered participants
$129,300
avg assets per participant
-1.3%
assets change YoY

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.

Total Assets (2023)
$442M
Participants
3,415
State
Industry
Information & Media

What the Filing Says About Lee Enterprises, Inc. Employees Retirement Account Plan

Lee Enterprises, Inc. Employees Retirement Account Plan is a 401(k) retirement plan sponsored by Lee Enterprises, Inc., headquartered in Iowa. As of the 2024 Form 5500 filing, the plan reports $442M in total end-of-year assets and covers 3,415 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 420823980, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $447M at the beginning of 2024 to $442M at year-end — a decline of 1.3%. Net assets (after liabilities) closed the year at $442M, with reported net income of $-5,718,444 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$447M
Total Assets (End of Year)$442M
Net Assets (End of Year)$442M
Net Income$-5,718,444
Plan Type401(k)
Employer EIN420823980
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Enterprises, Inc.)

Year Plans Participants Total Assets
2022 3 5,241 $641M
2023 2 4,418 $629M
2024 1 3,415 $442M

Nearby 401(k) Plans in Iowa

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Frequently Asked Questions

How much money is in the Lee Enterprises, Inc. Employees Retirement Account Plan?
As of the 2024 Form 5500 filing, Lee Enterprises, Inc. Employees Retirement Account Plan holds $442M in total assets with 3,415 participants. It is sponsored by Lee Enterprises, Inc..
What type of plan is Lee Enterprises, Inc. Employees Retirement Account Plan?
Lee Enterprises, Inc. Employees Retirement Account Plan is a 401(k) plan. It has been effective since 2014-01-01. The plan is filed with the U.S. Department of Labor under EIN 420823980.
Who sponsors the Lee Enterprises, Inc. Employees Retirement Account Plan?
Lee Enterprises, Inc. Employees Retirement Account Plan is sponsored by Lee Enterprises, Inc., located in Iowa. The sponsor's EIN is 420823980 and the plan operates in the Information & Media industry.
How did Lee Enterprises, Inc. Employees Retirement Account Plan perform in 2024?
Lee Enterprises, Inc. Employees Retirement Account Plan declined by 1.3% during 2024, moving from $447M to $442M in total assets. Net income was $-5,718,444.
Where can I find official filings for Lee Enterprises, Inc. Employees Retirement Account Plan?
Official Form 5500 filings for Lee Enterprises, Inc. Employees Retirement Account Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 420823980 or plan name at efast.dol.gov.
How does Lee Enterprises, Inc. Employees Retirement Account Plan compare to other plans?
You can compare Lee Enterprises, Inc. Employees Retirement Account Plan against other 401(k) plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.