401(k) · DOL Form 5500 · 2022

O. C. Cluss Lumber Company 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
104
Participants Small participant base
68th
Percentile by assets National rank
$115,453
Avg per participant Below avg balance/head
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Official DOL plan name: O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust · Sponsored by O. C. Cluss Lumber Company · Pennsylvania · Retail Trade

$12M in assets, 104 participants

O. C. Cluss Lumber Company's O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust reported $12M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #7,530 in Retail Trade (9,519 peers)

Coverage in Pennsylvania

O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust covers 104 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#7,530
in Retail Trade (9,519 peers)
-15.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust's outsized position by total assets

O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$12,007,119 Top 32% higher than 68% 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

O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust 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. O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (104 participants).

Published 5500 schedule card

Filing strip 250410150 · O. C. Cluss Lumber Company PY 2022 · 401(k)

O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust · $12M · 104 · 68th

  • EOY $12M
  • EOY 104
  • EOY 68th
  • EOY 401(k)
  • EOY near Ncba Clusa 401(k) Retirement Plan
  • EOY ind #7530

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 Pennsylvania →

O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and TrustO. C. Cluss Lumber Company E…$12MNcba Clusa 401(k) Retirement PlanNcba Clusa 401(k) Retirement…$12MAmericare Systems, Inc. Retirement Savings PlanAmericare Systems, Inc. Reti…$12MMgc Contractors, Inc. 401(k) PlanMgc Contractors, Inc. 401(k)…$12MProserv 401(k) Plan$12M
End-of-year total assets ($M) among O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN250410150
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O. C. Cluss Lumber Company)

Sponsor-wide plan assets over time

All O. C. Cluss Lumber Company plans reported in each filing year

Latest sponsor-wide plan assets
$15M 22.723419331481598% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $12M $14.7M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 104 $12M
2023 1 121 $13M
2024 1 116 $15M

Nearby 401(k) Plans in Pennsylvania

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

O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.012007119 · Participants: 104O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Ncba Clusa 401(k) Retirement Plan in DC ($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 O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust assets move in 2022?
O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust declined sharply - down 15.1% during 2022, from $14M to $12M. Reported net income was -$2M.
How have O. C. Cluss Lumber Company plan assets changed over time?
Across 3 plan years on file (2022-2024), O. C. Cluss Lumber Company's sponsor-wide assets grew 22.7%, from $12M to $15M.
Which 401(k) plans are similar in size to O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Ncba Clusa 401(k) Retirement Plan in DC ($12M, 61 participants).
Which 401(k) plans cover a similar participant headcount to O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust?
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).