Defined Benefit (Pension) · DOL Form 5500 · 2023
Alex Lee, Inc. Pension Plan
Data updated 2026-08-06
- $326M
- Total assets
- 6,181
- Participants
- 96th
- Percentile by assets
- $52,663
- Avg per participant
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.
- 96th percentile by assets (of 126,618 plans)
- #6,132 in Wholesale Trade (6,291 peers)
Coverage in North Carolina
Alex Lee, Inc. and Affiliates Pension Plan covers 6,181 participants in North Carolina, 7.3x the typical North Carolina plan (state average ~846 per filing). Assets: $326M.
- $326M
- total plan assets (2023 EOY)
- 6,181
- covered participants
- 96th
- percentile by assets (of 126,618 plans)
- $52,663
- avg assets per participant
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.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 846 participants across 3,325 plans. Alex Lee, Inc. and Affiliates Pension Plan reports 6,181 participants - 7.3x that state average ($326M EOY assets).
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.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,294 | $538M |
| 2023 | 2 | 16,599 | $620M |
| 2024 | 1 | 10,772 | $323M |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Alex Lee, Inc. and Affiliates Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
- 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 $11.6T held by all Form 5500 filers in the national rollup , and 0.007% of 89,805,449 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 2 Form 5500 filings on file from 2022 to 2023 , with end-of-year assets moving from $282M to $326M (+15.3%) while covered participants moved from 6,020 to 6,181 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,020 | $282M | Open filing |
| 2023 · index core | 6,181 | $326M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Alex Lee, Inc. and Affiliates Retirement Savings Plan (401(k), $323M, 10,772 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Alex Lee, Inc. and Affiliates Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Alex Lee, Inc. and Affiliates Pension Plan assets move in 2023? ▼
How have Alex Lee, Inc. plan assets changed over time? ▼
Where does Alex Lee, Inc. and Affiliates Pension Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Alex Lee, Inc. and Affiliates Pension Plan's numbers.
- By total assets, Alex Lee, Inc. and Affiliates Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in North Carolina. Compare plans
- Alex Lee, Inc.'s sponsor-wide assets have declined 40.0% since 2022 across 3 plan years on file. More Wholesale Trade plans