Alex Lee 401(k) and pension plans

Alex Lee, Inc., Hickory, NC. EIN 56-1780605. Annual reports 2009–2024.

Alex Lee, Inc. has 2 active retirement plans on file. The largest is the Alex Lee, Inc. and Affiliates Retirement Savings Plan, with 12,714 participants and $323 million in assets in 2024. T. Rowe Price has been its recordkeeper since 2009.

Active plans: 2
Participants: 19,890
Plan assets: $638 million
401(k) recordkeeper: T. Rowe Price
Plans on file: 2
Industry: Wholesale trade

All 2 plans

Active plans first

Alex Lee, Inc. and Affiliates Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 56-1780605
Participants (2024): 12,714
Net assets (2024): $323 million
Recordkeeper: T. Rowe Price2009–2024
Plan administrator: Alex Lee, Inc.
120 Fourth Street Southwest
Hickory, NC 28602
(828) 725-4827As filed for 2024
In effect since: April 4, 1987

Plans merged into this one: W. Lee Flowers and Company, Inc. 401(k) Profit-Sharing Plan (2021).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	12,714	$323 million	T. Rowe Price
2023	12,604	$295 million	T. Rowe Price
2022	12,406	$256 million	T. Rowe Price
2021	10,017	$293 million	T. Rowe Price
2020	8,096	$230 million	T. Rowe Price
2019	7,542	$204 million	T. Rowe Price
2018	6,470	$172 million	T. Rowe Price
2017	6,545	$182 million	T. Rowe Price
2016	6,461	$160 million	T. Rowe Price
2015	6,665	$158 million	T. Rowe Price
2014	6,494	$156 million	T. Rowe Price
2013	6,799	$152 million	T. Rowe Price
2012	7,067	$132 million	T. Rowe Price
2011	7,952	$147 million	T. Rowe Price
2010	7,592	$143 million	T. Rowe Price
2009	7,575	$126 million	T. Rowe Price

Alex Lee, Inc. and Affiliates Pension Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 56-1780605
Participants (2024): 7,176
Net assets (2024): $315 million
Administered by: WTW2010–2024
Plan administrator: Alex Lee, Inc.
P.O. Box 800
Hickory, NC 28603
(828) 725-4473As filed for 2024
In effect since: January 1, 1951

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,176	$315 million	WTW
2023	6,771	$326 million	WTW
2022	6,534	$280 million	WTW
2021	6,958	$288 million	WTW
2020	5,770	$330 million	WTW
2019	5,633	$268 million	WTW
2018	5,450	$248 million	WTW
2017	5,494	$244 million	WTW
2016	5,942	$248 million	WTW
2015	5,887	$226 million	WTW
2014	5,808	$199 million	WTW
2013	6,024	$191 million	WTW
2012	6,825	$189 million	WTW
2011	6,825	$167 million	WTW
2010	7,168	$140 million	WTW
2009	7,271	$138 million	not listed

If you had money in one of these plans

Call T. Rowe Price (troweprice.com), which runs the Alex Lee, Inc. and Affiliates Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((828) 725-4827). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Alex Lee, Inc. and Affiliates Retirement Savings Plan

Alex Lee, Inc. and Affiliates Pension Plan

If you had money in one of these plans

What these numbers are

Other wholesale trade employers in NC