ESOP · DOL Form 5500 · 2024

Lee Supply Corporation ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
31st
Percentile by assets National rank
$213,505
Avg per participant Above avg balance/head
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Official DOL plan name: Lee Supply Corp. Employee Stock Ownership Plan · Sponsored by Lee Supply Corporation · Indiana · Wholesale Trade

$2M in assets, 11 participants

Lee Supply Corporation's Lee Supply Corp. Employee Stock Ownership Plan reported $2M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,240 in Wholesale Trade (6,080 peers)

Lee Supply Corporation multi-year trail

Lee Supply Corporation's plans moved +39.0% in assets from 2022 to 2024; this filing shows Lee Supply Corp. Employee Stock Ownership Plan at $2M / 11 participants.

#1,240
in Wholesale Trade (6,080 peers)
-1.2%
assets change YoY

The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee Supply Corp. Employee Stock Ownership Plan among the smaller filed plans by assets

Lee Supply Corp. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,348,553 31st percentile higher than 31% 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

Lee Supply Corp. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Supply Corp. Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lee Supply Corp. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$29K in the plan year 2024 filing.
  • Lee Supply Corp. Employee Stock Ownership Plan reported participants fell from 309 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Lee Supply Corp. Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 351310996 · Lee Supply Corporation PY 2024 · ESOP

Lee Supply Corp. Employee Stock Ownership Plan · $2M · 11 · 31st

  • PART $2M
  • PART 11
  • PART 31st
  • PART ESOP
  • PART near Dillon Provision Company, Inc. Employee Stock Ownership Plan
  • PART ind #1240

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 What is an ESOP? → · Plans in Indiana →

Lee Supply Corp. Employee Stock Ownership Plan in the asset neighbourhood

Lee Supply Corp. Employee Stock Ownership PlanLee Supply Corp. Employee St…$2MDillon Provision Company, Inc. Employee Stock Ownership PlanDillon Provision Company, In…$2MTab Computer Systems, Inc. Employee Stock Ownership PlanTab Computer Systems, Inc. E…$2MKeck & Wood, Inc. Employee Stock Ownership Plan & TrustKeck & Wood, Inc. Employee S…$2MP & M Steel Co. Employee Stock Ownership PlanP & M Steel Co. Employee Sto…$2M
End-of-year total assets ($M) among Lee Supply Corp. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Lee Supply Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Lee Supply Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$15M 38.99604194543305% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11M $15.3M ▲ +39.0%
Year Plans Participants Total Assets
2022 2 253 $11M
2023 2 321 $13M
2024 2 320 $15M

Lee Supply Corporation filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$29K
Employer EIN351310996
Plan Effective Date1984-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

Peer ESOP plans, same state, same plan type, ranked by total assets.

Lee Supply Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Lee Supply Corp. Employee Stock Ownership Plan, Total assets ($B): 0.002348553 · Participants: 11Lee Supply Corp. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Lee Supply Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Lee Supply Corp. Employee Stock Ownership Plan side-by-side with 3 peers →

Lee Supply Corp. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Dillon Provision Company, Inc. Employee Stock Ownership Plan in SC ($2M); by covered participants it is Adelante Consulting, Inc. Employee Stock Ownership Plan in NM (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Lee Supply Corp. Employee Stock Ownership Plan assets move in 2024? ▼
Lee Supply Corp. Employee Stock Ownership Plan edged down modestly - down 1.2% during 2024, from $2M to $2M. Reported net income was -$29K.
How have Lee Supply Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Supply Corporation's sponsor-wide assets grew 39.0%, from $11M to $15M.
Which ESOP plans are similar in size to Lee Supply Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dillon Provision Company, Inc. Employee Stock Ownership Plan in SC ($2M, 19 participants).
Which ESOP plans cover a similar participant headcount to Lee Supply Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adelante Consulting, Inc. Employee Stock Ownership Plan in NM (11 participants, $1M 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 351310996.

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.