Lee Engineering Employee Stock Ownership Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Lee Holdings, Inc. · Arizona · Transportation & Warehousing
What the 2023 filing shows
Lee Engineering Employee Stock Ownership Plan holds N/A for 41 participants.
- N/A
- total plan assets (2024 EOY)
- 41
- covered participants
What the Filing Says About Lee Engineering Employee Stock Ownership Plan
Lee Engineering Employee Stock Ownership Plan is a Other retirement plan sponsored by Lee Holdings, Inc., headquartered in Arizona. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 41 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 860646602, and the plan has been effective since 1990-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Other |
| Employer EIN | 860646602 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lee Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | N/A |
| 2023 | 1 | 36 | N/A |
| 2024 | 1 | 41 | N/A |
Nearby Other Plans in Arizona
Peer Other plans — same state, same plan type — ranked by total assets.
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 19,139
- Arizona Pipe Trades Pension Plan $384M · 1,921
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $313M · 253
- Operating Engineers Local 428 Annuity Trust Fund $291M · 7,670
- Retirement Income Plan for Hourly-Rated Employees of Asarco LLC $241M · 342
Related Data
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Frequently Asked Questions
How much money is in the Lee Engineering Employee Stock Ownership Plan? ▼
What type of plan is Lee Engineering Employee Stock Ownership Plan? ▼
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.