401(k) · DOL Form 5500 · 2022

Bateman Bros. Lumber Co., Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
22
Participants Small participant base
52nd
Percentile by assets National rank
$238,755
Avg per participant Above avg balance/head
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Official DOL plan name: Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan · Sponsored by Bateman Bros. Lumber Co., Inc. · New Jersey · Retail Trade

$5M in assets, 22 participants

Bateman Bros. Lumber Co., Inc.'s Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan reported $5M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,827 in Retail Trade (9,519 peers)

What the 2022 filing shows

Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan holds $5M for 22 participants - about $238,755 per participant, above the median plan by assets.

#5,827
in Retail Trade (9,519 peers)
-1.6%
assets change YoY

The plan reported a net loss of $85K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,252,611 Top 48% higher than 52% 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

Bateman Bros. Lumber Co., 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. Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 231301280 · Bateman Bros. Lumber Co., Inc. PY 2022 · 401(k)

Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan · $5M · 22 · 52nd

  • NET $5M
  • BOOK 22
  • VS-ST 52nd
  • BOY 401(k)
  • SCH near Heritage Health 403(b) Plan
  • EBSA ind #5827

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 New Jersey →

Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bateman Bros. Lumber Co., Inc. Employee Stock Ownership PlanBateman Bros. Lumber Co., In…$5MHeritage Health 403(b) Plan$5MGrand Rapids Controls Co. LLC Employee 401(k) PlanGrand Rapids Controls Co. LL…$5MLittlefield Oil Companies 401(k) Profit Sharing PlanLittlefield Oil Companies 40…$5MPark Internal Medicine PC 401(k) Profit Sharing Plan & TrustPark Internal Medicine PC 40…$5M
End-of-year total assets ($M) among Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$85K
Employer EIN231301280
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bateman Bros. Lumber Co., Inc.)

Sponsor-wide plan assets over time

All Bateman Bros. Lumber Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 3.088387851299097% vs 2022
2023 filing year
$5.05M$5.1M$5.15M$5.2M$5.25M$5.3M 20222023 $5.25M $5.09M ▼ -3.0%
Year Plans Participants Total Assets
2022 1 22 $5M
2023 1 21 $5M

Nearby 401(k) Plans in New Jersey

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

Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005252611 · Participants: 22Bateman Bros. Lumber Co., Inc. Employee Stock Ownership PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Heritage Health 403(b) Plan in ID ($5M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan edged down modestly - down 1.6% during 2022, from $5M to $5M. Reported net income was -$85K.
How have Bateman Bros. Lumber Co., Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bateman Bros. Lumber Co., Inc.'s sponsor-wide assets declined 3.1%, from $5M to $5M.
Which 401(k) plans are similar in size to Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heritage Health 403(b) Plan in ID ($5M, 373 participants).
Which 401(k) plans cover a similar participant headcount to Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants, $2M in assets).

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 231301280.

Read our methodology - how this data is sourced, computed, and verified.

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