ESOP · DOL Form 5500 · 2024

Lee Holdings, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
41
Participants Small participant base
44th
Percentile by assets National rank
$137,647
Avg per participant Near avg balance/head
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Official DOL plan name: Lee Engineering Employee Stock Ownership Plan · Sponsored by Lee Holdings, Inc. · Arizona · Transportation & Warehousing

$6M in assets, 41 participants

Lee Holdings, Inc.'s Lee Engineering Employee Stock Ownership Plan reported $6M in total assets and 41 participants in its 2024 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.

  • #1,499 in Transportation & Warehousing (3,299 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 $6M / 41 participants.

#1,499
in Transportation & Warehousing (3,299 peers)
+15.1%
assets growth YoY

Lee Engineering Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Lee Engineering Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,643,523 44th percentile higher than 44% of 123,620 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 2024

Lee Engineering Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Engineering Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lee Engineering Employee Stock Ownership Plan reported net income rose from $131K in the plan year 2023 filing to $742K in the plan year 2024 filing.
  • Lee Engineering Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Lee Engineering Employee Stock Ownership Plan reported participants rose from 36 in the plan year 2023 filing to 41 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860646602 · Lee Holdings, Inc. PY 2024 · ESOP

Lee Engineering Employee Stock Ownership Plan · $6M · 41 · 44th

  • IND $6M
  • EOY 41
  • 5500 44th
  • ASSETS ESOP
  • PCT near Immediate Health Employee Stock Ownership Plan
  • EIN ind #1499

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 What is an ESOP? → · Plans in Arizona →

Lee Engineering Employee Stock Ownership Plan in the asset neighbourhood

Ironsite, Inc. Employee Stock Ownership PlanIronsite, Inc. Employee Stoc…$6MFarallon, Inc. Employee Stock Ownership PlanFarallon, Inc. Employee Stoc…$6MLee Engineering Employee Stock Ownership PlanLee Engineering Employee Sto…$6MImmediate Health Employee Stock Ownership PlanImmediate Health Employee St…$6MGoelzer Employee Stock Ownership PlanGoelzer Employee Stock Owner…$6M
End-of-year total assets ($M) among Lee Engineering Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Lee Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$6M 18.29400347114506% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.77M $5.64M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 38 $5M
2023 1 36 $5M
2024 1 41 $6M

Lee Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$742K
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 -0.500.511.52 Total assets ($B) Participants Lee Engineering Employee Stock Ownership Plan, Total assets ($B): 0.005643523 · Participants: 41Lee Engineering Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute Employee Stock Ownership Plan
Lee Engineering Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Lee Engineering Employee Stock Ownership Plan side-by-side with 3 peers →

Lee Engineering Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Immediate Health Employee Stock Ownership Plan in OH ($6M); by covered participants it is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lee Engineering Employee Stock Ownership Plan assets move in 2024? ▼
Lee Engineering Employee Stock Ownership Plan grew sharply - up 15.1% during 2024, from $5M to $6M. Reported net income was $742K.
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 Immediate Health Employee Stock Ownership Plan in OH ($6M, 103 participants).
Which ESOP plans cover a similar participant headcount to Lee Engineering Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.