Defined Benefit (Pension) · DOL Form 5500 · 2022

Lee Enterprises, Inc. Pension Plan

Data updated 2026-08-25

$193M
Total assets Near avg plan size
440
Participants Below avg headcount
96th
Percentile by assets National rank
$437,757
Avg per participant High balance/head
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Official DOL plan name: Lee Enterprises, Incorporated Pension Plan · Sponsored by Lee Enterprises, Inc. · Iowa · Information & Media

$193M in assets, 440 participants

Lee Enterprises, Inc.'s Lee Enterprises, Incorporated Pension Plan reported $193M in total assets and 440 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #2,703 in Information & Media (2,911 peers)

Where Lee Enterprises, Incorporated Pension Plan sits by assets

Lee Enterprises, Incorporated Pension Plan sits in the top 5% of all filed plans by assets, $193M for 440 participants (~$437,757/participant), down 8.6% in 2022.

#2,703
in Information & Media (2,911 peers)
-8.6%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee Enterprises, Incorporated Pension Plan's outsized position by total assets

Lee Enterprises, Incorporated Pension Plan vs every filed plan by assets

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

$192,613,155 Top 4% higher than 96% 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 Enterprises, Incorporated Pension 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 Enterprises, Incorporated Pension Plan sits mid-pack in the medium band (440 participants).

DOL schedule card

Filing strip 420823980 · Lee Enterprises, Inc. PY 2022 · Defined Benefit (Pension)

Lee Enterprises, Incorporated Pension Plan · $193M · 440 · 96th

  • EOY $193M
  • EOY 440
  • EOY 96th
  • EOY Defined Benefit (Pension)
  • EOY near Pension Plan for Hourly Paid Employees of the Gallo Glass Company
  • EOY ind #2703

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 Information & Media retirement plans → · Plans in Iowa →

Lee Enterprises, Incorporated Pension Plan in the asset neighbourhood

Minnesota Bakers Union Pension PlanMinnesota Bakers Union Pensi…$193MTwu-Westchester Private Bus Lines Pension TrustTwu-Westchester Private Bus …$193MPension Plan for Hourly Paid Employees of the Gallo Glass CompanyPension Plan for Hourly Paid…$193MLee Enterprises, Incorporated Pension PlanLee Enterprises, Incorporate…$193MRochester Laborers Pension FundRochester Laborers Pension F…$193M
End-of-year total assets ($M) among Lee Enterprises, Incorporated Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$211M
Net Assets (End of Year)$193M
Net Income-$20M
Employer EIN420823980
Plan Effective Date1954-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Enterprises, Inc.)

Sponsor-wide plan assets over time

All Lee Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$442M 31.24147324850351% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $642M $442M ▼ -31.2%
Year Plans Participants Total Assets
2022 3 5,241 $642M
2023 2 4,418 $629M
2024 1 3,415 $442M

Nearby Defined Benefit (Pension) Plans in Iowa

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

Lee Enterprises, Incorporated Pension Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.522.5 Total assets ($B) Participants Lee Enterprises, Incorporated Pension Plan, Total assets ($B): 0.192613155 · Participants: 440Lee Enterprises, Incorporated Pension PlanTransamerica Pension Plan, Total assets ($B): 2.230658092 · Participants: 6789Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.549488797 · Participants: 11788Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.490129749 · Participants: 3321Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.320738549 · Participants: 2037Employers Mutual Casualty Company Retirement PlanNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc., Total assets ($B): 0.286934779 · Participants: 1641Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
Lee Enterprises, Incorporated Pension Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Lee Enterprises, Incorporated Pension Plan side-by-side with 3 peers →

Lee Enterprises, Incorporated Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Pension Plan for Hourly Paid Employees of the Gallo Glass Company in CA ($193M); by covered participants it is Peachtree Orthopedics Pension Plan in GA (440 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (440 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 Enterprises, Incorporated Pension Plan assets move in 2022? ▼
Lee Enterprises, Incorporated Pension Plan pulled back noticeably - down 8.6% during 2022, from $211M to $193M. Reported net income was -$20M.
How have Lee Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Enterprises, Inc.'s sponsor-wide assets declined 31.2%, from $642M to $442M.
Where does Lee Enterprises, Incorporated Pension Plan rank by assets among Form 5500 filers? ▼
Lee Enterprises, Incorporated Pension Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Lee Enterprises, Incorporated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Hourly Paid Employees of the Gallo Glass Company in CA ($193M, 368 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lee Enterprises, Incorporated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Peachtree Orthopedics Pension Plan in GA (440 participants, $7M 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 420823980.

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.