401(k) · DOL Form 5500 · 2024
Lee Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $442M
- Total assets Above avg plan size
- 3,415
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $129,300
- Avg per participant Near avg balance/head
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.
- #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.
- #2,673
- in Information & Media (2,822 peers)
- -1.3%
- assets change YoY
- 4.4×
- vs typical plan assets (national mean)
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's outsized position by total assets
Lee Enterprises, Inc. Employees Retirement Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$441,557,799 Top 3% higher than 97% 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 Enterprises, Inc. Employees Retirement Account Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Enterprises, Inc. Employees Retirement Account Plan lands in the large band (3,415 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
EBSA filing schedule strip
Filing strip 420823980 · Lee Enterprises, Inc. PY 2024 · 401(k)
Lee Enterprises, Inc. Employees Retirement Account Plan · $442M · 3,415 · 97th
- BOY $442M
- BOY 3,415
- BOY 97th
- BOY 401(k)
- BOY near Questco Companies Retirement Plan
- BOY ind #2673
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 Information & Media retirement plans → · Plans in Iowa →
Lee Enterprises, Inc. Employees Retirement Account Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Lee Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $442M 31.24147324850351% vs 2022
- 2024 filing year
| 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.
- 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
Lee Enterprises, Inc. Employees Retirement Account Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Questco Companies Retirement Plan in TX ($442M); by covered participants it is Acuren Inspection, Inc. Retirement Savings Plan in CT (3,414 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($442M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,415 participants); asset peers above are excluded.
- Acuren Inspection, Inc. Retirement Savings Plan (CT) 3,414 · 1 off
- Outreach Health Services 401(k) Plan (TX) 3,414 · 1 off
- North Shore Healthcare, LLC Retirement Savings Plan (WI) 3,416 · 1 off
- Evolent Health 401(k) Plan (VA) 3,417 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.