Profit Sharing · DOL Form 5500 · 2024
Lee Land & Lumber, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement · Sponsored by Lee Land & Lumber, Inc. · Montana · Wholesale Trade
$2M in assets, 2 participants
Lee Land & Lumber, Inc.'s Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement reported $2M in total assets and 2 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.
- #1,257 in Wholesale Trade (6,080 peers)
What the 2024 filing shows
Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement holds $2M for 2 participants - about $1.2M per participant, in the lower half of filed plans by assets.
- #1,257
- in Wholesale Trade (6,080 peers)
- -7.4%
- assets change YoY
The plan reported a net loss of $191K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement among the smaller filed plans by assets
Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,401,632 31st percentile higher than 31% 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 Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement reported net income fell from -$66K in the plan year 2023 filing to -$191K in the plan year 2024 filing.
- Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 810392907 · Lee Land & Lumber, Inc. PY 2024 · Profit Sharing
Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement · $2M · 2 · 31st
- IND $2M
- EOY 2
- 5500 31st
- ASSETS Profit Sharing
- PCT near Barron, Rosenberg, Mayoras & Mayoras, PC Profit Sharing Trust
- EIN ind #1257
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 Wholesale Trade retirement plans → · Plans in Montana →
Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$191K |
| Employer EIN | 810392907 |
| Plan Effective Date | 1980-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lee Land & Lumber, Inc.)
Sponsor-wide plan assets over time
All Lee Land & Lumber, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 9.678787810409215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $3M |
| 2024 | 1 | 2 | $2M |
Nearby Profit Sharing Plans in Montana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan $30M · 147
- Barrett Hospital Development Corporation 403(b) Plan $19M · 227
- Okeefe Drilling Company Profit-Sharing Trust $18M · 24
- Langlas & Associates, Inc. Profit Sharing Plan $18M · 194
- Cabinet Peaks Medical Center Personal Retirement Plan $15M · 296
Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement's out-of-state Profit Sharing peers by assets and headcount
Outside Montana, the nearest Profit Sharing by assets is Barron, Rosenberg, Mayoras & Mayoras, PC Profit Sharing Trust in MI ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.