Department of Labor filing
Spot something wrong?ROBERT S LEE
ROBERT S LEE 401K · For the plan year ended Dec 31, 2025
Latest public filing 2025 · received Jul 20, 2026
At a glance
The details employees usually care about
Bottom line: The employer contribution is documented. Vesting is not confirmed yet. The latest filing shows less employer money than most similar plans.
48Plan health
from public filings
from public filings
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
ted to the NEOs is reflected in “Outstanding Equity Awards at September 28, 2025” below.
There is not enough detail for a reliable example.
obligation, end of year 175,524 188,528 Fair value of plan assets, beginning of year: 193,192 210,031 Actual return on plan assets 8,285 19,957 Benefits paid ( 13,655 ) ( 13,021 ) Administrative expenses paid ( 1,470 ) ( 1,155 ) Settlements — ( 22,620 ) Fair value of plan assets, end of year 186,352 193,192 Funded status 10,828 4,664 Disaggregated amounts recognized in the Consolidated Balance Sheets are as follows: (Thousands of Dollars) September 28 2025 September 29 2024 Net pension assets 10,828 4,664 Accumulated other comprehensive income (before income taxes) 14,683 8,804 Amounts recognized in accumulated other comprehensive (loss) income are as follows: (Thousands of Dollars) September 28 2025 September 29 2024 Unrecognized net actuarial gain 17,581 12,550 Unrecognized prior service
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0%
How this is calculated →Still checking: vesting, investment choices, eligibility, automatic enrollment, Roth availability
These details may be in documents available only to employees. We leave them blank until we find a dated source.
What to check first: the match, vesting, waiting period and fees. Use the filing history to see how the plan has changed over time.
One limitation: public filings do not show your personal investment returns. A blank means we could not verify the answer; it does not count against the plan. We still need a current plan document for today’s benefit rules.
Filing comparison · 2025—There is not enough comparable filing data to calculate this yet.
How this filing compares
Reported employer contributions21st percentileTypical peer $2,475 · based on 85,770 comparable plans
Lower reported administrative expenseNot enough dataTypical peer $102 · based on 77,997 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. Limitations: administrative_cost_measure_unavailable_or_zero
The short version
What employees should know
For the year ended Dec 31, 2025, ROBERT S LEE reported $3,650 in employer contributions across this plan, or $730 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
A fair peer score is not available yet.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $3,650 $730 per active participant
- Participant contributions
- $2,474
- Other contributions
- Not reported Amounts not classified as employer or participant contributions
- Employer share of contributions
- 59.6%
- Active participants
- 5 Small plan
- Total participants
- 5 4 at the beginning of the year
- Ending assets
- $15,373 $3,075 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $7,051
- Ending net assets
- $15,373
- Beginning liabilities
- Not reported
- Ending liabilities
- Not reported
- Total income
- $8,322
- Total expenses
- $0
- Administrative expenses
- Not reported Not reported per active participant
- Participant loans
- Not reported Not reported of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$730
2025
Not reported
2025
5
2025
$15,373
2025
Not reported
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $730 | 5 | 15.4K |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- Not reported
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 453789209-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Sep 1, 2023
- Industry
- Professional, scientific, and technical services
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D
Company filings
Retirement-plan details in SEC filings
These are relevant passages from company filings. Open the filing for context; a passage only becomes a current plan term after we check its wording and date.
10-K · report period Sep 28, 2025LEE ENTERPRISES, Inc — 10-K filed 2025-11-26 ↗
Primary source · awaiting reviewEmployer contributions
ted to the NEOs is reflected in “Outstanding Equity Awards at September 28, 2025” below. (2) Includes discretionary amounts paid under the annual cash incentive plan. (3) Includes matching contributions made to the Company's Retirement Account Plan and Non-Qualified Plan during the year. To the extent qualifying compensation was not received during the year, such as certain non-equity incentive plan compensation, the related matching contribution may be reported in a subsequent year. (4) The Lee Foundation, an affiliate of the Company, matches on a dollar-for-dollar basis up to $5,000 annually, charitable contributions made by NEOs to qualifying organizations. Such matching contributions are not considered compensation of the NEO. 32 Table of Contents Outstanding Equity Awards at September
Vesting
s are expected to be outstanding, and is determined based on historical experience of similar awards, giving consideration to contractual terms of the 52 Table of Contents awards, vesting schedules and expectations of future employee behavior. The volatility factor is calculated using historical market data for our Common Stock. The time frame used is equal to the expected term. We base the risk-free interest rate on the yield to maturity at the time of the stock option grant on zero-coupon U.S. government bonds having a remaining term equal to the option's expected term. When estimating forfeitures, we consider voluntary termination behavior as well as actual option forfeitures. We amortize as compensation expense the value of stock options and restricted Common Stock using the straight-l
Fees
obligation, end of year 175,524 188,528 Fair value of plan assets, beginning of year: 193,192 210,031 Actual return on plan assets 8,285 19,957 Benefits paid ( 13,655 ) ( 13,021 ) Administrative expenses paid ( 1,470 ) ( 1,155 ) Settlements — ( 22,620 ) Fair value of plan assets, end of year 186,352 193,192 Funded status 10,828 4,664 Disaggregated amounts recognized in the Consolidated Balance Sheets are as follows: (Thousands of Dollars) September 28 2025 September 29 2024 Net pension assets 10,828 4,664 Accumulated other comprehensive income (before income taxes) 14,683 8,804 Amounts recognized in accumulated other comprehensive (loss) income are as follows: (Thousands of Dollars) September 28 2025 September 29 2024 Unrecognized net actuarial gain 17,581 12,550 Unrecognized prior service
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260720164224NAL0007223571001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗