401(k) · DOL Form 5500 · 2022

Capital Lumber Company 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
367
Participants Below avg headcount
84th
Percentile by assets National rank
$91,067
Avg per participant Below avg balance/head
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Official DOL plan name: Capital Lumber Company 401(k) Plan · Sponsored by Capital Lumber Company · Arizona · Wholesale Trade

$33M in assets, 367 participants

Capital Lumber Company's Capital Lumber Company 401(k) Plan reported $33M in total assets and 367 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,760 in Wholesale Trade (6,843 peers)

Where Capital Lumber Company 401(k) Plan sits by assets

Capital Lumber Company 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 367 participants (~$91,067/participant), down 11.2% in 2022.

#5,760
in Wholesale Trade (6,843 peers)
-11.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capital Lumber Company 401(k) Plan's outsized position by total assets

Capital Lumber Company 401(k) Plan vs every filed plan by assets

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

$33,421,509 Top 16% higher than 84% 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

Capital Lumber Company 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. Capital Lumber Company 401(k) Plan sits mid-pack in the medium band (367 participants).

DOL schedule card

Filing strip 860084551 · Capital Lumber Company PY 2022 · 401(k)

Capital Lumber Company 401(k) Plan · $33M · 367 · 84th

  • SCH $33M
  • SCH 367
  • SCH 84th
  • SCH 401(k)
  • SCH near Globoforce, Inc. 401(k) Plan
  • SCH ind #5760

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 Wholesale Trade retirement plans → · Plans in Arizona →

Capital Lumber Company 401(k) Plan in the asset neighbourhood

Capital Lumber Company 401(k) PlanCapital Lumber Company 401(k…$33MGloboforce, Inc. 401(k) Plan$33MKiss Nail Products 401(k) PlanKiss Nail Products 401(k) Pl…$33MZymergen Inc. Retirement TrustZymergen Inc. Retirement Tru…$33MRedwire 401(k) Plan$33M
End-of-year total assets ($M) among Capital Lumber Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$33M
Net Income-$4M
Employer EIN860084551
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Lumber Company)

Sponsor-wide plan assets over time

All Capital Lumber Company plans reported in each filing year

Latest sponsor-wide plan assets
$49M 46.01930750643246% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $33.4M $48.8M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 367 $33M
2023 1 384 $42M
2024 1 405 $49M

Nearby 401(k) Plans in Arizona

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

Capital Lumber Company 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Capital Lumber Company 401(k) Plan, Total assets ($B): 0.033421509 · Participants: 367Capital Lumber Company 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Capital Lumber Company 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Capital Lumber Company 401(k) Plan side-by-side with 3 peers →

Capital Lumber Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Globoforce, Inc. 401(k) Plan in MA ($33M); by covered participants it is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (367 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 Capital Lumber Company 401(k) Plan assets move in 2022? ▼
Capital Lumber Company 401(k) Plan pulled back noticeably - down 11.2% during 2022, from $38M to $33M. Reported net income was -$4M.
How have Capital Lumber Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Lumber Company's sponsor-wide assets grew 46.0%, from $33M to $49M.
Where does Capital Lumber Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Capital Lumber Company 401(k) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Capital Lumber Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Globoforce, Inc. 401(k) Plan in MA ($33M, 350 participants).
Which 401(k) plans cover a similar participant headcount to Capital Lumber Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants, $24M 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 860084551.

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.