401(k) · DOL Form 5500 · 2022

Shaw/Stewart Lumber Company 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
104
Participants Small participant base
69th
Percentile by assets National rank
$116,122
Avg per participant Below avg balance/head
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Official DOL plan name: Shaw/Stewart Lumber Company Salary Savings Plan · Sponsored by Shaw/Stewart Lumber Company · Minnesota · Retail Trade

$12M in assets, 104 participants

Shaw/Stewart Lumber Company's Shaw/Stewart Lumber Company Salary Savings Plan reported $12M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #7,540 in Retail Trade (9,519 peers)

Coverage in Minnesota

Shaw/Stewart Lumber Company Salary Savings Plan covers 104 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $12M.

#7,540
in Retail Trade (9,519 peers)
-27.8%
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.

Shaw/Stewart Lumber Company Salary Savings Plan's outsized position by total assets

Shaw/Stewart Lumber Company Salary Savings Plan vs every filed plan by assets

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

$12,076,656 Top 31% higher than 69% 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

Shaw/Stewart Lumber Company Salary Savings 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. Shaw/Stewart Lumber Company Salary Savings Plan sits mid-pack in the medium band (104 participants).

Published 5500 schedule card

Filing strip 410535530 · Shaw/Stewart Lumber Company PY 2022 · 401(k)

Shaw/Stewart Lumber Company Salary Savings Plan · $12M · 104 · 69th

  • PCT $12M
  • EIN 104
  • RANK 69th
  • PHOTO 401(k)
  • IND near Taco Aloha, Inc. 401(k) Plan
  • EOY ind #7540

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 Minnesota →

Shaw/Stewart Lumber Company Salary Savings Plan in the asset neighbourhood

Shaw/Stewart Lumber Company Salary Savings PlanShaw/Stewart Lumber Company …$12MTaco Aloha, Inc. 401(k) Plan$12MSouthwind Foods, LLC 401(k)PlanSouthwind Foods, LLC 401(k)P…$12MResonate Networks 401(k) Plan$12MBeck & Masten Pontiac-Gmc 401(k) PlanBeck & Masten Pontiac-Gmc 40…$12M
End-of-year total assets ($M) among Shaw/Stewart Lumber Company Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$12M
Net Income-$5M
Employer EIN410535530
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shaw/Stewart Lumber Company)

Sponsor-wide plan assets over time

All Shaw/Stewart Lumber Company plans reported in each filing year

Latest sponsor-wide plan assets
$17M 43.09408167293993% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.1M $17.3M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 104 $12M
2023 1 111 $14M
2024 1 102 $17M

Nearby 401(k) Plans in Minnesota

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

Shaw/Stewart Lumber Company Salary Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Shaw/Stewart Lumber Company Salary Savings Plan, Total assets ($B): 0.012076656 · Participants: 104Shaw/Stewart Lumber Company Salary Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Shaw/Stewart Lumber Company Salary Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Shaw/Stewart Lumber Company Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Taco Aloha, Inc. 401(k) Plan in HI ($12M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Shaw/Stewart Lumber Company Salary Savings Plan assets move in 2022?
Shaw/Stewart Lumber Company Salary Savings Plan declined sharply - down 27.8% during 2022, from $17M to $12M. Reported net income was -$5M.
How have Shaw/Stewart Lumber Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Shaw/Stewart Lumber Company's sponsor-wide assets grew 43.1%, from $12M to $17M.
Which 401(k) plans are similar in size to Shaw/Stewart Lumber Company Salary Savings Plan?
Among 401(k) plans in other states, the closest by assets is Taco Aloha, Inc. 401(k) Plan in HI ($12M, 1,030 participants).
Which 401(k) plans cover a similar participant headcount to Shaw/Stewart Lumber Company Salary Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 participants, N/A in assets).