Defined Benefit (Pension) · DOL Form 5500 · 2023

Lee County Electric Cooperative, Inc. Pension Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
346
Participants Below avg headcount
86th
Percentile by assets National rank
$150,178
Avg per participant Above 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

$52M in assets, 346 participants

Lee County Electric Cooperative, Inc.'s Lee County Electric Cooperative, Inc. Retirement Plan reported $52M in total assets and 346 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #378 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Lee County Electric Cooperative, Inc. Retirement Plan ranks #378 of 721 2023 filers by assets (1033% of the sector average)-$52M for 346 participants.

#378
in Utilities (721 peers)
+13.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$51,961,566 Top 14% higher than 86% of 127,068 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 2023

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

Plan-year 2023 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 (346 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lee County Electric Cooperative, Inc. Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lee County Electric Cooperative, Inc. Retirement Plan end-of-year assets rose from $46M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Lee County Electric Cooperative, Inc. Retirement Plan reported participants fell from 352 in the plan year 2022 filing to 346 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 590329555 · Lee County Electric Cooperative, Inc. PY 2023 · Defined Benefit (Pension)

Lee County Electric Cooperative, Inc. Retirement Plan · $52M · 346 · 86th

  • PART $52M
  • TYPE 346
  • NET 86th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Yp Holdings LLC Pension Plan
  • BOY ind #378

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

Chenango Memorial Hospital Employees' Pension PlanChenango Memorial Hospital E…$52MSbera Pension Plan as Adopted by Charlesbridge, MhcSbera Pension Plan as Adopte…$52MSheet Metal Workers Local No. 124 Pension PlanSheet Metal Workers Local No…$52MLee County Electric Cooperative, Inc. Retirement PlanLee County Electric Cooperat…$52MYp Holdings LLC Pension Plan$52M
End-of-year total assets ($M) among Lee County Electric Cooperative, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$52M
Net Income$6M
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 -20246810 Total assets ($B) Participants Lee County Electric Cooperative, Inc. Retirement Plan, Total assets ($B): 0.051961566 · Participants: 346Lee County Electric Cooperative, Inc. Retirement PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
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 Yp Holdings LLC Pension Plan in TX ($52M); by covered participants it is L.L.Bean, Inc. Pension Plan in ME (346 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (346 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Lee County Electric Cooperative, Inc. Retirement Plan grew at a solid clip - up 13.0% during 2023, from $46M to $52M. Reported net income was $6M.
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 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Yp Holdings LLC Pension Plan in TX ($52M, 104 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 L.L.Bean, Inc. Pension Plan in ME (346 participants, $1K in assets).

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 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.