401(k) · DOL Form 5500 · 2022
Jackson Lumber & Millwork Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 162
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $94,810
- Avg per participant Below avg balance/head
Official DOL plan name: Jackson Lumber & Millwork Co, Inc. 401(k) Plan · Sponsored by Jackson Lumber & Millwork Company, Inc. · Massachusetts · Retail Trade
$15M in assets, 162 participants
Jackson Lumber & Millwork Company, Inc.'s Jackson Lumber & Millwork Co, Inc. 401(k) Plan reported $15M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #7,912 in Retail Trade (9,519 peers)
Coverage in Massachusetts
Jackson Lumber & Millwork Co, Inc. 401(k) Plan covers 162 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.
- #7,912
- in Retail Trade (9,519 peers)
- -25.8%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jackson Lumber & Millwork Co, Inc. 401(k) Plan's outsized position by total assets
Jackson Lumber & Millwork Co, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,359,266 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Jackson Lumber & Millwork Co, Inc. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jackson Lumber & Millwork Co, Inc. 401(k) Plan sits mid-pack in the medium band (162 participants).
Form 5500 schedule snapshot
Filing strip 042022453 · Jackson Lumber & Millwork Company, Inc. PY 2022 · 401(k)
Jackson Lumber & Millwork Co, Inc. 401(k) Plan · $15M · 162 · 73rd
- EBSA $15M
- EBSA 162
- EBSA 73rd
- EBSA 401(k)
- EBSA near Advanced Emissions Solutions, Inc. Profit Sharing Retirement Plan
- EBSA ind #7912
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 Retail Trade retirement plans → · Plans in Massachusetts →
Jackson Lumber & Millwork Co, Inc. 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$5M |
| Employer EIN | 042022453 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jackson Lumber & Millwork Company, Inc.)
Sponsor-wide plan assets over time
All Jackson Lumber & Millwork Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 20.598158792223533% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $15M |
| 2023 | 1 | 164 | $16M |
| 2024 | 1 | 197 | $19M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Jackson Lumber & Millwork Co, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Advanced Emissions Solutions, Inc. Profit Sharing Retirement Plan in CO ($15M); by covered participants it is News Communications Inc. 401(k) in TX (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Advanced Emissions Solutions, Inc. Profit Sharing Retirement Plan (CO) $15M · 140
- Shelor Automotive Group 401(k) Plan & Profit Sharing Trust (VA) $15M · 446
- Ecorp Consulting Inc 401(k) Profit Sharing Plan & Trust (CA) $15M · 154
- Ragan Smith Associates, Inc. Restated Profit Sharing 401(k) Plan (TN) $15M · 130
Similar participant headcount
Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.
- News Communications Inc. 401(k) (TX) 162 · 0 off
- Severson Group 401(k) Plan (CA) 162 · 0 off
- Essenhaus, Inc. 401(k) Retirement Plan & Trust (IN) 162 · 0 off
- Abel Construction Co., Inc. 401(k) Retirement Plan (PA) 162 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.