Defined Benefit (Pension) · DOL Form 5500 · 2023
Alex Lee, Inc. Pension Plan
Data updated 2026-08-25
- $326M
- Total assets Above avg plan size
- 6,181
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $52,663
- 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
$326M in assets, 6,181 participants
Alex Lee, Inc.'s Alex Lee, Inc. and Affiliates Pension Plan reported $326M in total assets and 6,181 participants in its 2023 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.
- #6,150 in Wholesale Trade (6,309 peers)
Coverage in North Carolina
Alex Lee, Inc. and Affiliates Pension Plan covers 6,181 participants in North Carolina, 7.5x the typical North Carolina plan (state average ~819 per filing). Assets: $326M.
- #6,150
- in Wholesale Trade (6,309 peers)
- +15.3%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$325,509,609 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Alex Lee, Inc. and Affiliates Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (6,181 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Alex Lee, Inc. and Affiliates Pension Plan reported net income rose from -$9M in the plan year 2022 filing to $46M in the plan year 2023 filing.
- Alex Lee, Inc. and Affiliates Pension Plan end-of-year assets rose from $282M in the plan year 2022 filing to $326M in the plan year 2023 filing.
- Alex Lee, Inc. and Affiliates Pension Plan reported participants rose from 6,020 in the plan year 2022 filing to 6,181 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 561780605 · Alex Lee, Inc. PY 2023 · Defined Benefit (Pension)
Alex Lee, Inc. and Affiliates Pension Plan · $326M · 6,181 · 96th
- EOY $326M
- 5500 6,181
- ASSETS 96th
- PCT Defined Benefit (Pension)
- EIN near Sun Chemical Retirement Plan
- RANK ind #6150
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) | $282M |
|---|---|
| Net Assets (End of Year) | $326M |
| Net Income | $46M |
| 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 $16.6B · 11,145
- Truist Financial Corporation Pension Plan $14.6B · 45,818
- Duke Energy Retirement Cash Balance Plan $4.0B · 14,485
- Duke Energy Legacy Pension Plan $3.4B · 371
- Employees' Retirement Plan of Duke University $2.6B · 21,020
Scale composition for Alex Lee, Inc. and Affiliates Pension Plan
Alex Lee, Inc. and Affiliates Pension Plan reports $326M in end-of-year assets across 6,181 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $52,663 per participant (38% of the national average assets-per-participant) . Net income for plan year 2023 was $46M.
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 | Open filing |
| 2023 | 6,181 | $326M | This page |
| 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 Sun Chemical Retirement Plan in NJ ($326M); by covered participants it is Voya Retirement Plan in GA (6,185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($326M here).
- Sun Chemical Retirement Plan (NJ) $326M · 737
- The University of Chicago Pension Plan for Staff Employees (IL) $325M · 5,442
- The Neiman Marcus Group LLC Retirement Plan (TX) $326M · 963
- United Food & Commercial Workers Union - Employer Pension Fund (OH) $325M · 4,180
Similar participant headcount
Nearest other-state filings by covered participants (6,181 participants); asset peers above are excluded.
- Voya Retirement Plan (GA) 6,185 · 4 off
- Central Pennsylvania Teamsters Defined Benefit Plan (PA) 6,206 · 25 off
- U.S. Bank Mufg Pension Plan (MN) 6,216 · 35 off
- Pension Plan of L'oreal USA, Inc. (NJ) 6,109 · 72 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.