Lee Enterprises 401(k) match, vesting and fees
What Lee Enterprises' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Cohnreznick, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 34 defined-contribution plans in information with 5,000 to 9,999 participants.
| Lee Enterprises: employer contribution per participant | $578 | |
| Peer median | $1,939 |
| Lee Enterprises: average balance | $77,276 | |
| Peer median | $106,291 |
| Lee Enterprises: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.07% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $533M at the end of plan year 2021 to $442M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,939 | $442M | $3.3M | $578 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 6,381 | $447M | $3.9M | $635 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 6,886 | $448M | $3.6M | $563 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 7,571 | $533M | $3.4M | $474 | <0.01% | Not published | Form 5500 ↗ |
Other Lee Enterprises plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Lee Enterprises, Incorporated Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cohnreznick LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Pension Plan for Employees of Sioux City Newspapers, Inc.
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Lee Enterprises, Inc. Consolidated Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cohnreznick LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Lee Enterprises match 401(k) contributions?
The match terms for the Lee Enterprises, Inc. Employees Retirement Account Plan have not been published from its filing yet. The plan year 2024 filing reports $3.3M in employer contributions, about $578 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lee Enterprises 401(k) match vested?
The vesting schedule for the Lee Enterprises, Inc. Employees Retirement Account Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lee Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Lee Enterprises, Inc..
I left Lee Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lee Enterprises, Inc., (563) 383-2182) or the recordkeeper, Empower Annuity Insurance Company O. The Lee Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Lee Enterprises 401(k)
Data from the public Form 5500 annual reports Lee Enterprises filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Lee Enterprises. Not financial advice. Report a correction · Methodology