ESOP · DOL Form 5500 · 2022

Cole Lumber Company, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
73
Participants Small participant base
75th
Percentile by assets National rank
$237,189
Avg per participant Above avg balance/head
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Official DOL plan name: Cole Lumber Company, Inc. Employee Stock Ownership Plan · Sponsored by Cole Lumber Company, Inc. · Kentucky · Manufacturing

$17M in assets, 73 participants

Cole Lumber Company, Inc.'s Cole Lumber Company, Inc. Employee Stock Ownership Plan reported $17M in total assets and 73 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,417 in Manufacturing (20,602 peers)

Where Cole Lumber Company, Inc. Employee Stock Ownership Plan sits by assets

Cole Lumber Company, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $17M for 73 participants (~$237,189/participant), up 16.7% in 2022.

#13,417
in Manufacturing (20,602 peers)
+16.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Cole Lumber Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

Cole Lumber Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$17,314,764 Top 25% higher than 75% 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

Cole Lumber Company, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cole Lumber Company, Inc. Employee Stock Ownership Plan is a small filing (73 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 611054728 · Cole Lumber Company, Inc. PY 2022 · ESOP

Cole Lumber Company, Inc. Employee Stock Ownership Plan · $17M · 73 · 75th

  • PHOTO $17M
  • PHOTO 73
  • PHOTO 75th
  • PHOTO ESOP
  • PHOTO near Electrotech Service Equipment Corporation Employee Stock Ownership Plan
  • PHOTO ind #13417

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 What is an ESOP? → · Plans in Kentucky →

Cole Lumber Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Spalding Dedecker Associates, Inc. Employee Stock Ownership PlanSpalding Dedecker Associates…$17MWinbco Tank Company Employee Stock Ownership PlanWinbco Tank Company Employee…$17MPace Properties Employee Stock Ownership PlanPace Properties Employee Sto…$17MCole Lumber Company, Inc. Employee Stock Ownership PlanCole Lumber Company, Inc. Em…$17MElectrotech Service Equipment Corporation Employee Stock Ownership PlanElectrotech Service Equipmen…$17M
End-of-year total assets ($M) among Cole Lumber Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN611054728
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cole Lumber Company, Inc.)

Sponsor-wide plan assets over time

All Cole Lumber Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 2.3185184620477646% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $17.3M $16.9M ▼ -2.3%
Year Plans Participants Total Assets
2022 1 73 $17M
2023 1 64 $19M
2024 1 72 $17M

Nearby ESOP Plans in Kentucky

Peer ESOP plans, same state, same plan type, ranked by total assets.

Cole Lumber Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Cole Lumber Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.017314764 · Participants: 73Cole Lumber Company, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Cole Lumber Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Cole Lumber Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cole Lumber Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Electrotech Service Equipment Corporation Employee Stock Ownership Plan in NY ($17M); by covered participants it is Ccb Financial Corp. Employee Stock Ownership Plan and Trust in MO (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Cole Lumber Company, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Cole Lumber Company, Inc. Employee Stock Ownership Plan grew sharply - up 16.7% during 2022, from $15M to $17M. Reported net income was $2M.
How have Cole Lumber Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cole Lumber Company, Inc.'s sponsor-wide assets declined 2.3%, from $17M to $17M.
Where does Cole Lumber Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cole Lumber Company, Inc. Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Cole Lumber Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Electrotech Service Equipment Corporation Employee Stock Ownership Plan in NY ($17M, 24 participants).
Which ESOP plans cover a similar participant headcount to Cole Lumber Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ccb Financial Corp. Employee Stock Ownership Plan and Trust in MO (73 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611054728.

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.