Defined Benefit (Pension) · DOL Form 5500 · 2024
Lee County Electric Cooperative, Inc. Pension Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 349
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $160,065
- Avg per participant Above avg balance/head
Official DOL plan name: Lee County Electric Cooperative, Inc. Retirement Plan · Sponsored by Lee County Electric Cooperative, Inc. · Florida · Utilities
$56M in assets, 349 participants
Lee County Electric Cooperative, Inc.'s Lee County Electric Cooperative, Inc. Retirement Plan reported $56M in total assets and 349 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #385 in Utilities (732 peers)
Utilities sector rank
Within Utilities, Lee County Electric Cooperative, Inc. Retirement Plan ranks #385 of 732 2024 filers by assets (961% of the sector average)-$56M for 349 participants.
- #385
- in Utilities (732 peers)
- +7.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Lee County Electric Cooperative, Inc. Retirement Plan's outsized position by total assets
Lee County Electric Cooperative, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$55,862,519 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lee County Electric Cooperative, Inc. Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee County Electric Cooperative, Inc. Retirement Plan sits mid-pack in the medium band (349 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lee County Electric Cooperative, Inc. Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Lee County Electric Cooperative, Inc. Retirement Plan end-of-year assets rose from $52M in the plan year 2023 filing to $56M in the plan year 2024 filing.
DOL schedule card
Filing strip 590329555 · Lee County Electric Cooperative, Inc. PY 2024 · Defined Benefit (Pension)
Lee County Electric Cooperative, Inc. Retirement Plan · $56M · 349 · 85th
- EBSA $56M
- PART 349
- TYPE 85th
- NET Defined Benefit (Pension)
- BOOK near Provident Bank Pension Plan
- VS-ST ind #385
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 Utilities retirement plans → · Plans in Florida →
Lee County Electric Cooperative, Inc. Retirement Plan in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $4M |
| Employer EIN | 590329555 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lee County Electric Cooperative, Inc.)
Sponsor-wide plan assets over time
All Lee County Electric Cooperative, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $123M 31.123175031552037% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 745 | $94M |
| 2023 | 2 | 734 | $109M |
| 2024 | 2 | 767 | $123M |
Nearby Defined Benefit (Pension) Plans in Florida
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- L3harris Technologies Consolidated Pension Plan $7.6B · 4,996
- Nextera Energy, Inc. Employee Pension Plan $5.3B · 14,419
- Retirement Accumulation Plan for Partners of Pwc $2.7B · 3,950
- Csx Pension Plan $2.3B · 2,293
- Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,001
Lee County Electric Cooperative, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Florida, the nearest Defined Benefit (Pension) by assets is Provident Bank Pension Plan in NJ ($56M); by covered participants it is Northwestern Energy Mt Pension Plan in MT (349 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Provident Bank Pension Plan (NJ) $56M · 89
- Gkn Driveline Pension Plan (MI) $56M · 248
- Medical Insurance Exchange of California Pension Plan (CA) $56M · 56
- First United Corporation Pension Plan (MD) $56M · 104
Similar participant headcount
Nearest other-state filings by covered participants (349 participants); asset peers above are excluded.
- Northwestern Energy Mt Pension Plan (MT) 349 · 0 off
- A&b Enhanced Partner Cash Balance Pension Plan (GA) 349 · 0 off
- Bricklayers Pension Plan of Western PA (OH) 349 · 0 off
- Teamsters Local 277 Pension (NY) 349 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.