Defined Benefit (Pension) · DOL Form 5500 · 2022
Alex Lee, Inc. Pension Plan
Data updated 2026-08-25
- $282M
- Total assets Near avg plan size
- 6,020
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $46,905
- Avg per participant Low balance/head
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.
- #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.
- #6,687
- in Wholesale Trade (6,843 peers)
- -2.1%
- assets change YoY
- 2.8×
- vs typical plan assets (national mean)
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.
Alex Lee, Inc. and Affiliates Pension Plan's outsized position by total assets
Alex Lee, Inc. and Affiliates Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$282,366,308 Top 3% higher than 97% 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
Alex Lee, Inc. and Affiliates Pension Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alex Lee, Inc. and Affiliates Pension Plan lands in the large band (6,020 participants).
DOL schedule card
Filing strip 561780605 · Alex Lee, Inc. PY 2022 · Defined Benefit (Pension)
Alex Lee, Inc. and Affiliates Pension Plan · $282M · 6,020 · 97th
- EIN $282M
- EIN 6,020
- EIN 97th
- EIN Defined Benefit (Pension)
- EIN near The Dayton Power and Light Co. Retirement Inc Plan
- EIN ind #6687
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 Wholesale Trade retirement plans → · Plans in North Carolina →
Alex Lee, Inc. and Affiliates Pension Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Alex Lee, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $638M 18.435517880714325% vs 2022
- 2024 filing year
| 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.
- 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)
Alex Lee, Inc. and Affiliates Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is The Dayton Power and Light Co. Retirement Inc Plan in IN ($282M); by covered participants it is Foot Locker Retirement Plan in NY (6,029 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($282M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,020 participants); asset peers above are excluded.
- Foot Locker Retirement Plan (NY) 6,029 · 9 off
- Daimler Truck North America UAW Pension Plan (OR) 6,037 · 17 off
- Hii Newport News Shipbuilding, Inc. Retirement Plan (VA) 5,995 · 25 off
- Pension Plan of L'oreal USA, Inc. (NJ) 6,050 · 30 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.