Defined Benefit (Pension) · DOL Form 5500 · 2023
Lee Enterprises, Inc. Pension Plan
Data updated 2026-08-11
- $182M
- Total assets
- 291
- Participants
- 94th
- Percentile by assets
- $624,181
- Avg per participant
Official DOL plan name: Lee Enterprises, Incorporated Pension Plan · Sponsored by Lee Enterprises, Inc. · Iowa · Information & Media
$182M in assets, 291 participants
Lee Enterprises, Inc.'s Lee Enterprises, Incorporated Pension Plan reported $182M in total assets and 291 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #2,579 in Information & Media (2,818 peers)
Coverage in Iowa
Lee Enterprises, Incorporated Pension Plan covers 291 participants in Iowa, about 48% of the average Iowa filer (state average ~609 per filing). Assets: $182M.
- $182M
- total plan assets (2023 EOY)
- 291
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $624,181
- avg assets per participant
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lee Enterprises, Incorporated Pension Plan reported net income rose from -$20M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
- Lee Enterprises, Incorporated Pension Plan reported participants fell from 440 in the plan year 2022 filing to 291 in the plan year 2023 filing.
- Lee Enterprises, Incorporated Pension Plan end-of-year assets fell from $193M in the plan year 2022 filing to $182M in the plan year 2023 filing.
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Lee Enterprises, Incorporated Pension Plan reports 291 participants - about 48% of that state average ($182M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $193M |
|---|---|
| Net Assets (End of Year) | $182M |
| Net Income | -$11M |
| Employer EIN | 420823980 |
| Plan Effective Date | 1954-12-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lee Enterprises, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 5,241 | $642M |
| 2023 | 2 | 4,418 | $629M |
| 2024 | 1 | 3,415 | $442M |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Lee Enterprises, Incorporated Pension Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
- Transamerica Pension Plan $2.3B · 6,519
- Principal Cash Balance Plan $1.7B · 12,492
- Midamerican Energy Company Retirement Plan $516M · 3,002
- Employers Mutual Casualty Company Retirement Plan $347M · 1,835
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. $297M · 1,474
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Lee Enterprises, Incorporated Pension Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Lee Enterprises, Incorporated Pension Plan's numbers.
- By total assets, Lee Enterprises, Incorporated Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Iowa. Compare plans
- Lee Enterprises, Inc.'s sponsor-wide assets have declined 31.2% since 2022 across 3 plan years on file. More Information & Media plans