How big is Lee Enterprises, Inc.'s plan?

Lee Enterprises, Inc.'s plan reported $181.6M in assets and 225 participants for 2023.

Original filing (PDF)20251027102028NAL0005699585001

Lee Enterprises, Inc.

Name: Lee Enterprises, Inc. — Lee Enterprises, Form 5500 (2023)
Creator: Lee Enterprises, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lee Enterprises, Incorporated Pension Plan

Defined-benefit pension plan · Lee Enterprises, Inc.'s Lee Enterprises, Incorporated Pension Plan held $181.6M in plan assets for 225 participants in 2023, with John Hancock as recordkeeper.

Signals · 2

100% in single holding6 service providers

Active participants

225

Accounts w/ balance

—

Plan assets (EOY)

$181.6M

Net assets (EOY)

$181.6M

Plan identifiers

Lee Enterprises, Inc.'s EIN is 42-0823980.

EIN 42-0823980

Plan number 003

Plan year 2023

ACK ID 20251027102028NAL0005699585001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lee Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lee Enterprises, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEE ENTERPRISES, INC..

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

LEE ENTERPRISES, INC.

EIN

all filings

Address

4600 E 53RD STREET · DAVENPORT, IA · 52807

Phone

(563) 383-2182

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-12-29

Tax period

2024-12-28

Filed

2025-10-27

Pension benefit codes

1A · Pay-related DB formula

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

COHNREZNICK LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	NONE	$5K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
AON CONSULTING INC.	22-2232264	—	NONE	$931K	—

Investments

1 pooled fund· $181.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.