401(k)
2022 plan-year 401(k) DOL Form 5500

Shaw/Stewart Lumber Company Salary Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Shaw/Stewart Lumber Company · Minnesota · Retail Trade

What the 2023 filing shows

Shaw/Stewart Lumber Company Salary Savings Plan holds $12M for 104 participants — about $116,122 per participant, down 27.8% over the 2022 plan year.

$12M
total plan assets (2022 EOY)
104
covered participants
$116,122
avg assets per participant
-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.

Total Assets (2023)
$12M
Participants
104
State
Industry
Retail Trade

What the Filing Says About Shaw/Stewart Lumber Company Salary Savings Plan

Shaw/Stewart Lumber Company Salary Savings Plan is a 401(k) retirement plan sponsored by Shaw/Stewart Lumber Company, headquartered in Minnesota. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 104 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 410535530, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2022 to $12M at year-end — a decline of 27.8%. Net assets (after liabilities) closed the year at $12M, with reported net income of $-4,658,749 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$17M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$-4,658,749
Plan Type401(k)
Employer EIN410535530
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shaw/Stewart Lumber Company)

Year Plans Participants Total Assets
2022 1 104 $12M
2023 1 111 $14M
2024 1 102 $17M

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Frequently Asked Questions

How much money is in the Shaw/Stewart Lumber Company Salary Savings Plan?
As of the 2022 Form 5500 filing, Shaw/Stewart Lumber Company Salary Savings Plan holds $12M in total assets with 104 participants. It is sponsored by Shaw/Stewart Lumber Company.
What type of plan is Shaw/Stewart Lumber Company Salary Savings Plan?
Shaw/Stewart Lumber Company Salary Savings Plan is a 401(k) plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 410535530.
Who sponsors the Shaw/Stewart Lumber Company Salary Savings Plan?
Shaw/Stewart Lumber Company Salary Savings Plan is sponsored by Shaw/Stewart Lumber Company, located in Minnesota. The sponsor's EIN is 410535530 and the plan operates in the Retail Trade industry.
How did Shaw/Stewart Lumber Company Salary Savings Plan perform in 2022?
Shaw/Stewart Lumber Company Salary Savings Plan declined by 27.8% during 2022, moving from $17M to $12M in total assets. Net income was $-4,658,749.
Where can I find official filings for Shaw/Stewart Lumber Company Salary Savings Plan?
Official Form 5500 filings for Shaw/Stewart Lumber Company Salary Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 410535530 or plan name at efast.dol.gov.
How does Shaw/Stewart Lumber Company Salary Savings Plan compare to other plans?
You can compare Shaw/Stewart Lumber Company Salary Savings Plan against other 401(k) plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 410535530.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.