How big is LEAN Enterprise Institute, Inc.'s plan?

LEAN Enterprise Institute, Inc.'s plan reported $3.0M in assets and 12 participants for 2024.

Original filing (PDF)20250929095127NAL0004953267001

LEAN Enterprise Institute, Inc.

Name: LEAN Enterprise Institute, Inc. — LEAN Enterprise, Form 5500 (2024)
Creator: LEAN Enterprise Institute, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LEAN Enterprise Institute, Inc. 401(k) Plan

401(k) retirement plan · LEAN Enterprise Institute, Inc.'s LEAN Enterprise Institute, Inc. 401(k) Plan held $3.0M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

LEAN Enterprise Institute, Inc.'s EIN is 04-3382623.

EIN 04-3382623

Plan number 001

Plan year 2024

ACK ID 20250929095127NAL0004953267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LEAN Enterprise Institute, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LEAN Enterprise Institute, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEAN ENTERPRISE INSTITUTE, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

LEAN ENTERPRISE INSTITUTE, INC.

EIN

all filings

Address

867 BOYLSTON ST · 5TH FLOOR · BOSTON, MA · 02116

Phone

(617) 871-2900

Industry

Educational Services

Plan administrator