401(k) · DOL Form 5500 · 2022

Lumber Trade, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$591,671
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lumber Trade Inc. Retirement Trust · Sponsored by Lumber Trade, Inc. · Florida · Wholesale Trade

$1M in assets, 2 participants

Lumber Trade, Inc.'s Lumber Trade Inc. Retirement Trust reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,061 in Wholesale Trade (6,843 peers)

Lumber Trade, Inc. multi-year trail

Lumber Trade, Inc.'s plans moved +58.5% in assets from 2022 to 2024; this filing shows Lumber Trade Inc. Retirement Trust at $1M / 2 participants.

#1,061
in Wholesale Trade (6,843 peers)
-5.0%
assets change YoY

The plan reported a net loss of $62K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lumber Trade Inc. Retirement Trust among the smaller filed plans by assets

Lumber Trade Inc. Retirement Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,183,341 27th percentile higher than 27% of 139,123 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 2022

Lumber Trade Inc. Retirement Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lumber Trade Inc. Retirement Trust is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 205708154 · Lumber Trade, Inc. PY 2022 · 401(k)

Lumber Trade Inc. Retirement Trust · $1M · 2 · 27th

  • 5500 $1M
  • 5500 2
  • 5500 27th
  • 5500 401(k)
  • 5500 near Robert a. Randolph D.D.S. 401(k) Plan
  • 5500 ind #1061

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 Florida →

Lumber Trade Inc. Retirement Trust in the asset neighbourhood

Lumber Trade Inc. Retirement TrustLumber Trade Inc. Retirement…$1MRobert a. Randolph D.D.S. 401(k) PlanRobert a. Randolph D.D.S. 40…$1MSandhu Management & Investments, LLC Retirement Savings PlanSandhu Management & Investme…$1MLipsey Logistics Worldwide 401(k) PlanLipsey Logistics Worldwide 4…$1MLatin American Youth Center 401(k) PlanLatin American Youth Center …$1M
End-of-year total assets ($M) among Lumber Trade Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lumber Trade, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lumber Trade, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 58.455255078629065% vs 2022
2024 filing year
$1M$1.5M$2M 202220232024 $1.18M $1.88M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

Lumber Trade, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$62K
Employer EIN205708154
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lumber Trade Inc. Retirement Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Lumber Trade Inc. Retirement Trust, Total assets ($B): 0.001183341 · Participants: 2Lumber Trade Inc. Retirement TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Lumber Trade Inc. Retirement Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Lumber Trade Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Robert a. Randolph D.D.S. 401(k) Plan in CA ($1M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lumber Trade Inc. Retirement Trust assets move in 2022?
Lumber Trade Inc. Retirement Trust pulled back noticeably - down 5.0% during 2022, from $1M to $1M. Reported net income was -$62K.
How have Lumber Trade, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lumber Trade, Inc.'s sponsor-wide assets grew 58.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Lumber Trade Inc. Retirement Trust?
Among 401(k) plans in other states, the closest by assets is Robert a. Randolph D.D.S. 401(k) Plan in CA ($1M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Lumber Trade Inc. Retirement Trust?
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).