ESOP · DOL Form 5500 · 2023

Lee Holdings, Inc. ESOP

Data updated 2026-08-11

$5M
Total assets
36
Participants
44th
Percentile by assets
$136,160
Avg per participant
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Official DOL plan name: Lee Engineering Employee Stock Ownership Plan · Sponsored by Lee Holdings, Inc. · Arizona · Transportation & Warehousing

$5M in assets, 36 participants

Lee Holdings, Inc.'s Lee Engineering Employee Stock Ownership Plan reported $5M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • 44th percentile by assets (of 127,072 plans)
  • #1,474 in Transportation & Warehousing (3,362 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 / 36 participants.

$5M
total plan assets (2023 EOY)
36
covered participants
44th
percentile by assets (of 127,072 plans)
$136,160
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 2023 · DOL Form 5500

$4,901,761 44th percentile higher than 44% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lee Engineering Employee Stock Ownership Plan reported net income fell from $326K in the plan year 2022 filing to $131K in the plan year 2023 filing.
  • Lee Engineering Employee Stock Ownership Plan reported participants fell from 38 in the plan year 2022 filing to 36 in the plan year 2023 filing.
  • Lee Engineering Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Arizona
Industry
Transportation & Warehousing

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

$4.5M$5M$5.5M$6M 202220232024 $4.77M $5.64M ▲ +18.2%
Total plan assets by year, all Lee Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 38 $5M
2023 1 36 $5M
2024 1 41 $6M

Lee Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$131K
Employer EIN860646602
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

Peer ESOP plans, same state, same plan type, ranked by total assets.

Lee Engineering Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Lee Engineering Empl…, Total assets ($B): 0.004901761 · Participants: 36Lee Engineering Empl…The Sundt Companies …, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies …U-Haul Holding Compa…, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Compa…Spencer's Air Condit…, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Condit…Pima Medical Institu…, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institu…Wilson Electric Serv…, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Serv…
Lee Engineering Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Lee Engineering Employee Stock Ownership… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Lee Engineering Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Lee Engineering Employee Stock Ownership Plan assets move in 2023? ▼
Lee Engineering Employee Stock Ownership Plan edged up modestly - up 2.7% during 2023, from $5M to $5M. Reported net income was $131K.
How have Lee Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Holdings, Inc.'s sponsor-wide assets grew 18.3%, from $5M to $6M.
Which ESOP plans are similar in size to Lee Engineering Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Prestwick Construction Holdings, Inc. Employee Stock Ownership Plan in GA ($5M, 31 participants).

Next read for Lee Engineering Employee Stock Ownership…

Multi-year trail

Ways to act on Lee Engineering Employee Stock Ownership Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860646602.

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.