Defined Benefit (Pension) · DOL Form 5500 · 2024

Alex Lee, Inc. Pension Plan

Data updated 2026-08-25

$315M
Total assets Above avg plan size
6,439
Participants Above avg headcount
96th
Percentile by assets National rank
$48,844
Avg per participant Low balance/head
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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.

  • #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.

#5,903
in Wholesale Trade (6,080 peers)
-3.4%
assets change YoY
3.2×
vs typical plan assets (national mean)

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.

Alex Lee, Inc. and Affiliates Pension Plan's outsized position by total assets

Alex Lee, Inc. and Affiliates Pension Plan vs every filed plan by assets

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

$314,504,879 Top 4% higher than 96% 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

Alex Lee, Inc. and Affiliates Pension Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alex Lee, Inc. and Affiliates Pension Plan lands in the large band (6,439 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561780605 · Alex Lee, Inc. PY 2024 · Defined Benefit (Pension)

Alex Lee, Inc. and Affiliates Pension Plan · $315M · 6,439 · 96th

  • SCH $315M
  • SCH 6,439
  • SCH 96th
  • SCH Defined Benefit (Pension)
  • SCH near Emerson Process Management Power & Water Solutions, Inc. Pension Plan
  • SCH ind #5903

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Alex Lee, Inc. and Affiliates Pension Plan in the asset neighbourhood

British Airways PLC Pension Plan (U.S.a.)British Airways PLC Pension …$315MNortheast Georgia Health System, Inc. and Affiliated Companies Pension PlanNortheast Georgia Health Sys…$315MSabic Innovative Plastics Pension PlanSabic Innovative Plastics Pe…$315MEmerson Process Management Power & Water Solutions, Inc. Pension PlanEmerson Process Management P…$315MAlex Lee, Inc. and Affiliates Pension PlanAlex Lee, Inc. and Affiliate…$315M
End-of-year total assets ($M) among Alex Lee, Inc. and Affiliates Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$326M
Net Assets (End of Year)$315M
Net Income-$11M
Employer EIN561780605
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alex Lee, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$638M 18.435517880714325% vs 2022
2024 filing year
$500M$550M$600M$650M 202220232024 $538M $638M ▲ +18.4%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -505101520 Total assets ($B) Participants Alex Lee, Inc. and Affiliates Pension Plan, Total assets ($B): 0.314504879 · Participants: 6439Alex Lee, Inc. and Affiliates Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.577892612 · Participants: 9923Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.698665729 · Participants: 38548Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.678 · Participants: 13576Duke Energy Retirement Cash Balance PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.784844379 · Participants: 22655Employees' Retirement Plan of Duke UniversityThe Hearst Corporation Retirement Plan, Total assets ($B): 2.397551709 · Participants: 1745The Hearst Corporation Retirement Plan
Alex Lee, Inc. and Affiliates Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Alex Lee, Inc. and Affiliates Pension Plan side-by-side with 3 peers →

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 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Emerson Process Management Power & Water Solutions, Inc. Pension Plan in MO ($315M); by covered participants it is Twin City Carpenters and Joiners Pension Fund in MN (6,440 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,439 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 Alex Lee, Inc. and Affiliates Pension Plan assets move in 2024? ▼
Alex Lee, Inc. and Affiliates Pension Plan edged down modestly - down 3.4% during 2024, from $326M to $315M. Reported net income was -$11M.
How have Alex Lee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alex Lee, Inc.'s sponsor-wide assets grew 18.4%, from $538M to $638M.
Where does Alex Lee, Inc. and Affiliates Pension Plan rank by assets among Form 5500 filers? ▼
Alex Lee, Inc. and Affiliates Pension Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Alex Lee, Inc. and Affiliates Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Emerson Process Management Power & Water Solutions, Inc. Pension Plan in MO ($315M, 318 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Alex Lee, Inc. and Affiliates Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Twin City Carpenters and Joiners Pension Fund in MN (6,440 participants, $2.0B 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 561780605.

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.