Defined Benefit (Pension) · DOL Form 5500 · 2024
Alex Lee, Inc. Pension Plan
Data updated 2026-08-11
- $315M
- Total assets
- 6,439
- Participants
- 96th
- Percentile by assets
- $48,844
- Avg per participant
Official DOL plan name: Alex Lee, Inc. and Affiliates Pension Plan · Sponsored by Alex Lee, Inc. · North Carolina · Wholesale Trade
$315M in assets, 6,439 participants
Alex Lee, Inc.'s Alex Lee, Inc. and Affiliates Pension Plan reported $315M in total assets and 6,439 participants in its 2024 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 123,622 plans)
- #5,903 in Wholesale Trade (6,080 peers)
Coverage in North Carolina
Alex Lee, Inc. and Affiliates Pension Plan covers 6,439 participants in North Carolina, 7.9x the typical North Carolina plan (state average ~819 per filing). Assets: $315M.
- $315M
- total plan assets (2024 EOY)
- 6,439
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $48,844
- 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 2023 → plan year 2024
- Alex Lee, Inc. and Affiliates Pension Plan reported net income fell from $46M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
- Alex Lee, Inc. and Affiliates Pension Plan reported participants rose from 6,181 in the plan year 2023 filing to 6,439 in the plan year 2024 filing.
- Alex Lee, Inc. and Affiliates Pension Plan end-of-year assets fell from $326M in the plan year 2023 filing to $315M in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Alex Lee, Inc. and Affiliates Pension Plan reports 6,439 participants - 7.9x that state average ($315M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $326M |
|---|---|
| Net Assets (End of Year) | $315M |
| Net Income | -$11M |
| 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 | 2 | 17,211 | $638M |
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 · 9,923
- Truist Financial Corporation Pension Plan $14.7B · 38,548
- Duke Energy Retirement Cash Balance Plan $4.7B · 13,576
- Employees' Retirement Plan of Duke University $2.8B · 22,655
- The Hearst Corporation Retirement Plan $2.4B · 1,745
Scale composition for Alex Lee, Inc. and Affiliates Pension Plan
Alex Lee, Inc. and Affiliates Pension Plan reports $315M in end-of-year assets across 6,439 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $48,844 per participant (35% of the national average assets-per-participant) . Net income for plan year 2024 was -$11M.
This plan identity (EIN 561780605, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $282M to $315M (+11.4%) while covered participants moved from 6,020 to 6,439 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,020 | $282M | Open filing |
| 2023 | 6,181 | $326M | Open filing |
| 2024 · index core | 6,439 | $315M | 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.
Frequently Asked Questions
How did Alex Lee, Inc. and Affiliates Pension Plan assets move in 2024? ▼
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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 grown 18.4% since 2022 across 3 plan years on file. More Wholesale Trade plans