Defined Benefit (Pension) · DOL Form 5500 · 2022
Alex Lee, Inc. Pension Plan
Data updated 2026-08-11
- $282M
- Total assets
- 6,020
- Participants
- 97th
- Percentile by assets
- $46,905
- Avg per participant
Official DOL plan name: Alex Lee, Inc. and Affiliates Pension Plan · Sponsored by Alex Lee, Inc. · North Carolina · Wholesale Trade
$282M in assets, 6,020 participants
Alex Lee, Inc.'s Alex Lee, Inc. and Affiliates Pension Plan reported $282M in total assets and 6,020 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #6,687 in Wholesale Trade (6,843 peers)
Coverage in North Carolina
Alex Lee, Inc. and Affiliates Pension Plan covers 6,020 participants in North Carolina, 7.4x the typical North Carolina plan (state average ~819 per filing). Assets: $282M.
- $282M
- total plan assets (2022 EOY)
- 6,020
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $46,905
- avg assets per participant
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Alex Lee, Inc. and Affiliates Pension Plan reports 6,020 participants - 7.4x that state average ($282M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $288M |
|---|---|
| Net Assets (End of Year) | $280M |
| Net Income | -$9M |
| Employer EIN | 561780605 |
| Plan Effective Date | 1951-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alex Lee, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,294 | $538M |
| 2023 | 2 | 16,599 | $620M |
| 2024 | 2 | 17,211 | $638M |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Alex Lee, Inc. and Affiliates Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
- Honeywell Retirement Earnings Plan $17.0B · 12,452
- Truist Financial Corporation Pension Plan $12.5B · 37,931
- Duke Energy Legacy Pension Plan $4.0B · 346
- Duke Energy Retirement Cash Balance Plan $3.2B · 16,132
- Time Warner Cable Pension Plan $2.6B · 18,624
Scale composition for Alex Lee, Inc. and Affiliates Pension Plan
Alex Lee, Inc. and Affiliates Pension Plan reports $282M in end-of-year assets across 6,020 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $46,905 per participant (34% of the national average assets-per-participant) . Net income for plan year 2022 was -$9M.
This plan identity (EIN 561780605, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $282M to $315M (+11.4%) while covered participants moved from 6,020 to 6,439 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,020 | $282M | This page |
| 2023 | 6,181 | $326M | Open filing |
| 2024 · index core | 6,439 | $315M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Alex Lee, Inc. and Affiliates Retirement Savings Plan (401(k), $323M, 10,772 participants)
- Alex Lee, Inc. and Affiliates Pension Plan (Defined Benefit (Pension), $315M, 6,439 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Alex Lee, Inc. and Affiliates Pension Plan by total assets, not by location.
- The Dayton Power and Light Co. Retirement Inc Plan (IN) $282M · 623
- Lvmh Affiliates' Retirement Plan (NY) $282M · 1,830
- The Christ Hospital Pension Plan (OH) $283M · 1,645
- Intelsat Staff Retirement Plan (VA) $283M · 103
Frequently Asked Questions
How did Alex Lee, Inc. and Affiliates Pension Plan assets move in 2022? ▼
How have Alex Lee, Inc. plan assets changed over time? ▼
Where does Alex Lee, Inc. and Affiliates Pension Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Alex Lee, Inc. and Affiliates Pension Plan's numbers.
- By total assets, Alex Lee, Inc. and Affiliates Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in North Carolina. Compare plans
- Alex Lee, Inc.'s sponsor-wide assets have grown 18.4% since 2022 across 3 plan years on file. More Wholesale Trade plans