ESOP · DOL Form 5500 · 2022
Lee Holdings, Inc. ESOP
Data updated 2026-08-11
- $5M
- Total assets
- 38
- Participants
- 50th
- Percentile by assets
- $125,546
- Avg per participant
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.
- 50th percentile by assets (of 139,126 plans)
- #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.
- $5M
- total plan assets (2022 EOY)
- 38
- covered participants
- 50th
- percentile by assets (of 139,126 plans)
- $125,546
- avg assets per participant
Where Lee Engineering Employee Stock Ownership Plan sits by total assets
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 Holdings, Inc. across 3 plan years on file
Across the 3 plan years Lee Holdings, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $6M, a gain of 18.3%, while reported participants moved from 38 to 41 (+7.9%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($5M).
Lee Holdings, Inc. multi-year asset trail
| 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Lee Engineering Employee Stock Ownership Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Lee Engineering Employee Stock Ownership Plan assets move in 2022? ▼
How have Lee Holdings, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Lee Engineering Employee Stock Ownership Plan? ▼
Next read for Lee Engineering Employee Stock Ownership…
Multi-year trail
Ways to act on Lee Engineering Employee Stock Ownership Plan's numbers.
- By total assets, Lee Engineering Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Arizona. Compare plans
- Lee Holdings, Inc.'s sponsor-wide assets have grown 18.3% since 2022 across 3 plan years on file. More Transportation & Warehousing plans