ESOP · DOL Form 5500 · 2022
Nelson Lumber & Home, Inc. ESOP
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $352,844
- Avg per participant High balance/head
Official DOL plan name: Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust · Sponsored by Nelson Lumber & Home, Inc. · Wisconsin · Wholesale Trade
$7M in assets, 19 participants
Nelson Lumber & Home, Inc.'s Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust reported $7M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #3,144 in Wholesale Trade (6,843 peers)
Nelson Lumber & Home, Inc. multi-year trail
Nelson Lumber & Home, Inc.'s plans moved +33.5% in assets from 2022 to 2024; this filing shows Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust at $7M / 19 participants.
- #3,144
- in Wholesale Trade (6,843 peers)
- +10.5%
- assets growth YoY
Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers
Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,704,044 Top 43% higher than 57% 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
Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust is a small filing (19 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 391382132 · Nelson Lumber & Home, Inc. PY 2022 · ESOP
Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust · $7M · 19 · 57th
- PHOTO $7M
- IND 19
- EOY 57th
- 5500 ESOP
- ASSETS near Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan
- PCT ind #3144
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 Wisconsin →
Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust in the asset neighbourhood
Nelson Lumber & Home, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Nelson Lumber & Home, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 33.460042923345966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $7M |
| 2023 | 1 | 26 | $8M |
| 2024 | 1 | 23 | $9M |
Nelson Lumber & Home, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $760K |
| Employer EIN | 391382132 |
| Plan Effective Date | 1994-04-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan in OR ($7M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan (OR) $7M · 265
- D. a. Pope, Incorporated Employee Stock Ownership Plan (CA) $7M · 29
- Challenge Mfg. Holdings, Inc. Employee Stock Ownership Plan (MI) $7M · 1,721
- D & D Roofing and Sheet Metal, Inc. Employee Stock Ownership Plan (NV) $7M · 86
Similar participant headcount
Nearest other-state filings by covered participants (19 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.