401(k) · DOL Form 5500 · 2022

Lumbermen's, Inc. 401(k) Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
450
Participants Below avg headcount
93rd
Percentile by assets National rank
$242,853
Avg per participant Above avg balance/head
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Official DOL plan name: Lumbermen's Employee Stock Ownership and Savings Plan · Sponsored by Lumbermen's, Inc. · Michigan · Wholesale Trade

$109M in assets, 450 participants

Lumbermen's, Inc.'s Lumbermen's Employee Stock Ownership and Savings Plan reported $109M in total assets and 450 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #6,469 in Wholesale Trade (6,843 peers)

Where Lumbermen's Employee Stock Ownership and Savings Plan sits by assets

Lumbermen's Employee Stock Ownership and Savings Plan sits in the top 10% of all filed plans by assets, $109M for 450 participants (~$242,853/participant), up 5.2% in 2022.

#6,469
in Wholesale Trade (6,843 peers)
+5.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Lumbermen's Employee Stock Ownership and Savings Plan's outsized position by total assets

Lumbermen's Employee Stock Ownership and Savings Plan vs every filed plan by assets

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

$109,284,020 Top 7% higher than 93% 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

Lumbermen's Employee Stock Ownership and Savings 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. Lumbermen's Employee Stock Ownership and Savings Plan sits mid-pack in the medium band (450 participants).

EBSA filing schedule strip

Filing strip 383367986 · Lumbermen's, Inc. PY 2022 · 401(k)

Lumbermen's Employee Stock Ownership and Savings Plan · $109M · 450 · 93rd

  • NET $109M
  • NET 450
  • NET 93rd
  • NET 401(k)
  • NET near Willdan Group, Inc 401(k) Plan
  • NET ind #6469

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 Michigan →

Lumbermen's Employee Stock Ownership and Savings Plan in the asset neighbourhood

Cision US, Inc. Retirement Plan and TrustCision US, Inc. Retirement P…$109MDavis+Gilbert LLP Profit Sharing Retirement PlanDavis+Gilbert LLP Profit Sha…$109MLumbermen's Employee Stock Ownership and Savings PlanLumbermen's Employee Stock O…$109MWilldan Group, Inc 401(k) PlanWilldan Group, Inc 401(k) Pl…$109MAviagen, Inc. 401(k) Retirement PlanAviagen, Inc. 401(k) Retirem…$109M
End-of-year total assets ($M) among Lumbermen's Employee Stock Ownership and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$104M
Net Income$6M
Employer EIN383367986
Plan Effective Date1969-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Lumbermen's, Inc.)

Sponsor-wide plan assets over time

All Lumbermen's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$122M 11.462033515970587% vs 2022
2024 filing year
$105M$110M$115M$120M$125M 202220232024 $109M $122M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 450 $109M
2023 1 506 $113M
2024 1 513 $122M

Nearby 401(k) Plans in Michigan

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

Lumbermen's Employee Stock Ownership and Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Lumbermen's Employee Stock Ownership and Savings Plan, Total assets ($B): 0.10928402 · Participants: 450Lumbermen's Employee Stock Ownership and Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Lumbermen's Employee Stock Ownership and Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Lumbermen's Employee Stock Ownership and Savings Plan side-by-side with 3 peers →

Lumbermen's Employee Stock Ownership and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Willdan Group, Inc 401(k) Plan in CA ($109M); by covered participants it is Intellia Tx, Inc. 401(k) Plan in MA (450 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($109M here).

Similar participant headcount

Nearest other-state filings by covered participants (450 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 Lumbermen's Employee Stock Ownership and Savings Plan assets move in 2022? ▼
Lumbermen's Employee Stock Ownership and Savings Plan grew at a solid clip - up 5.2% during 2022, from $104M to $109M. Reported net income was $6M.
How have Lumbermen's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumbermen's, Inc.'s sponsor-wide assets grew 11.5%, from $109M to $122M.
Where does Lumbermen's Employee Stock Ownership and Savings Plan rank by assets among Form 5500 filers? ▼
Lumbermen's Employee Stock Ownership and Savings Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lumbermen's Employee Stock Ownership and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Willdan Group, Inc 401(k) Plan in CA ($109M, 1,578 participants).
Which 401(k) plans cover a similar participant headcount to Lumbermen's Employee Stock Ownership and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intellia Tx, Inc. 401(k) Plan in MA (450 participants, $31M 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 383367986.

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.