Defined Benefit (Pension) · DOL Form 5500 · 2022

Lee County Electric Cooperative, Inc. Pension Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
352
Participants Below avg headcount
87th
Percentile by assets National rank
$130,652
Avg per participant Near avg balance/head
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Official DOL plan name: Lee County Electric Cooperative, Inc. Retirement Plan · Sponsored by Lee County Electric Cooperative, Inc. · Florida · Utilities

$46M in assets, 352 participants

Lee County Electric Cooperative, Inc.'s Lee County Electric Cooperative, Inc. Retirement Plan reported $46M in total assets and 352 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #394 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Lee County Electric Cooperative, Inc. Retirement Plan ranks #394 of 738 2022 filers by assets (1167% of the sector average)-$46M for 352 participants.

#394
in Utilities (738 peers)
-17.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee County Electric Cooperative, Inc. Retirement Plan's outsized position by total assets

Lee County Electric Cooperative, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$45,989,403 Top 13% higher than 87% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Lee County Electric Cooperative, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee County Electric Cooperative, Inc. Retirement Plan sits mid-pack in the medium band (352 participants).

EBSA filing schedule strip

Filing strip 590329555 · Lee County Electric Cooperative, Inc. PY 2022 · Defined Benefit (Pension)

Lee County Electric Cooperative, Inc. Retirement Plan · $46M · 352 · 87th

  • ASSETS $46M
  • ASSETS 352
  • ASSETS 87th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Laborers Pension Fund
  • ASSETS ind #394

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 Utilities retirement plans → · Plans in Florida →

Lee County Electric Cooperative, Inc. Retirement Plan in the asset neighbourhood

Group Retirement Income Plan No. 12Group Retirement Income Plan…$46MLaborers Pension Fund$46MLee County Electric Cooperative, Inc. Retirement PlanLee County Electric Cooperat…$46MDla Piper (US) Cash Balance Plan for PartnersDla Piper (US) Cash Balance …$46MVesuvius USA Corporation Pension PlanVesuvius USA Corporation Pen…$46M
End-of-year total assets ($M) among Lee County Electric Cooperative, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$46M
Net Income-$10M
Employer EIN590329555
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee County Electric Cooperative, Inc.)

Sponsor-wide plan assets over time

All Lee County Electric Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$123M 31.123175031552037% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $94.2M $123M ▲ +31.1%
Year Plans Participants Total Assets
2022 2 745 $94M
2023 2 734 $109M
2024 2 767 $123M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lee County Electric Cooperative, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Lee County Electric Cooperative, Inc. Retirement Plan, Total assets ($B): 0.045989403 · Participants: 352Lee County Electric Cooperative, Inc. Retirement PlanL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Lee County Electric Cooperative, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Lee County Electric Cooperative, Inc. Retirement Plan side-by-side with 3 peers →

Lee County Electric Cooperative, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Laborers Pension Fund in VA ($46M); by covered participants it is Roseburg Forest Products Co Retirement Plan in OR (352 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (352 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.

Frequently Asked Questions

How did Lee County Electric Cooperative, Inc. Retirement Plan assets move in 2022? ▼
Lee County Electric Cooperative, Inc. Retirement Plan declined sharply - down 17.3% during 2022, from $56M to $46M. Reported net income was -$10M.
How have Lee County Electric Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee County Electric Cooperative, Inc.'s sponsor-wide assets grew 31.1%, from $94M to $123M.
Where does Lee County Electric Cooperative, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Lee County Electric Cooperative, Inc. Retirement Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Lee County Electric Cooperative, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laborers Pension Fund in VA ($46M, 406 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lee County Electric Cooperative, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Roseburg Forest Products Co Retirement Plan in OR (352 participants, $100M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 590329555.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.