ESOP · DOL Form 5500 · 2022
Lee Holdings, Inc. ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 38
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $125,546
- Avg per participant Near avg balance/head
Official DOL plan name: Lee Engineering Employee Stock Ownership Plan · Sponsored by Lee Holdings, Inc. · Arizona · Transportation & Warehousing
$5M in assets, 38 participants
Lee Holdings, Inc.'s Lee Engineering Employee Stock Ownership Plan reported $5M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #2,011 in Transportation & Warehousing (3,876 peers)
Lee Holdings, Inc. multi-year trail
Lee Holdings, Inc.'s plans moved +18.3% in assets from 2022 to 2024; this filing shows Lee Engineering Employee Stock Ownership Plan at $5M / 38 participants.
- #2,011
- in Transportation & Warehousing (3,876 peers)
- +7.3%
- assets growth YoY
Lee Engineering Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Lee Engineering Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,770,760 Top 50% higher than 50% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lee Engineering Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Engineering Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.
DOL schedule card
Filing strip 860646602 · Lee Holdings, Inc. PY 2022 · ESOP
Lee Engineering Employee Stock Ownership Plan · $5M · 38 · 50th
- BOOK $5M
- VS-ST 38
- BOY 50th
- SCH ESOP
- EBSA near Prock Marine Company Employee Stock Ownership Plan
- PART ind #2011
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 Arizona →
Lee Engineering Employee Stock Ownership Plan in the asset neighbourhood
Lee Holdings, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lee Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 18.29400347114506% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $5M |
| 2023 | 1 | 36 | $5M |
| 2024 | 1 | 41 | $6M |
Lee Holdings, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $326K |
| Employer EIN | 860646602 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $654M · 1,879
- U-Haul Holding Company Employee Stock Ownership Plan $498M · 18,179
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $309M · 235
- Pima Medical Institute Employee Stock Ownership Plan $190M · 1,362
- Rvr Employee Stock Ownership Plan $145M · 139
Lee Engineering Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Prock Marine Company Employee Stock Ownership Plan in ME ($5M); by covered participants it is Structures Employee Stock Ownership Plan in MN (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Prock Marine Company Employee Stock Ownership Plan (ME) $5M · 36
- Wholesale Solar, Inc. ESOP (OR) $5M · 28
- Winter Park National Bank ESOP (FL) $5M · 21
- Bachman, Inc. ESOP (ND) $5M · 54
Similar participant headcount
Nearest other-state filings by covered participants (38 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.