ESOP · DOL Form 5500 · 2022

Lumber King, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
59
Participants Small participant base
61st
Percentile by assets National rank
$143,334
Avg per participant Near avg balance/head
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Official DOL plan name: Lumber King, Inc. Employee Stock Ownership Plan · Sponsored by Lumber King, Inc. · Kentucky · Retail Trade

$8M in assets, 59 participants

Lumber King, Inc.'s Lumber King, Inc. Employee Stock Ownership Plan reported $8M in total assets and 59 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,865 in Retail Trade (9,519 peers)

Lumber King, Inc. multi-year trail

Lumber King, Inc.'s plans moved +42.9% in assets from 2022 to 2024; this filing shows Lumber King, Inc. Employee Stock Ownership Plan at $8M / 59 participants.

#6,865
in Retail Trade (9,519 peers)
+34.1%
assets growth YoY

Lumber King, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

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

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

$8,456,699 Top 39% higher than 61% 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 King, 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. Lumber King, Inc. Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 610569353 · Lumber King, Inc. PY 2022 · ESOP

Lumber King, Inc. Employee Stock Ownership Plan · $8M · 59 · 61st

  • RANK $8M
  • RANK 59
  • RANK 61st
  • RANK ESOP
  • RANK near Comgraphics, Inc. Employee Stock Ownership Plan
  • RANK ind #6865

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 →

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

Lumber King, Inc. Employee Stock Ownership PlanLumber King, Inc. Employee S…$8MComgraphics, Inc. Employee Stock Ownership PlanComgraphics, Inc. Employee S…$8MHelwig Carbon Products, Inc. Employee Stock Ownership PlanHelwig Carbon Products, Inc.…$8MDental Designs Employee Stock Ownership PlanDental Designs Employee Stoc…$8MDental Designs Employee Stock Ownership PlanDental Designs Employee Stoc…$8M
End-of-year total assets ($M) among Lumber King, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Lumber King, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$12M 42.906446120407026% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.46M $12.1M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 59 $8M
2023 1 57 $11M
2024 1 59 $12M

Lumber King, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN610569353
Plan Effective Date1992-08-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Lumber King, 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 ($B) Participants Lumber King, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008456699 · Participants: 59Lumber King, 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
Lumber King, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants

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

Outside Kentucky, the nearest ESOP by assets is Comgraphics, Inc. Employee Stock Ownership Plan in IL ($8M); by covered participants it is Transmarine Navigation Corporation Profit Sharing Plan in CA (59 participants). Same-state nearby plans are listed separately above.

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 King, Inc. Employee Stock Ownership Plan assets move in 2022?
Lumber King, Inc. Employee Stock Ownership Plan surged - up 34.1% during 2022, from $6M to $8M. Reported net income was $2M.
How have Lumber King, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lumber King, Inc.'s sponsor-wide assets grew 42.9%, from $8M to $12M.
Which ESOP plans are similar in size to Lumber King, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Comgraphics, Inc. Employee Stock Ownership Plan in IL ($8M, 43 participants).
Which ESOP plans cover a similar participant headcount to Lumber King, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Transmarine Navigation Corporation Profit Sharing Plan in CA (59 participants, $11M in assets).