401(k) · DOL Form 5500 · 2022

Lumbermen's, Inc. 401(k) Plan

Data updated 2026-08-11

$109M
Total assets
450
Participants
93rd
Percentile by assets
$242,853
Avg per participant
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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.

  • 93rd percentile by assets (of 139,126 plans)
  • #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.

$109M
total plan assets (2022 EOY)
450
covered participants
93rd
percentile by assets (of 139,126 plans)
$242,853
avg assets per participant

Where Lumbermen's Employee Stock Ownership and Savings Plan sits 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 $2,010,000,000 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

State
Michigan
Industry
Wholesale Trade

Lumbermen's Employee Stock Ownership and Savings Plan vs the 2022 asset distribution

By assets, Lumbermen's Employee Stock Ownership and Savings Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

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.)

$105M$110M$115M$120M$125M 202220232024 $109M $122M ▲ +11.5%
Total plan assets by year, all Lumbermen's, Inc. plans on file
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 ($B) Participants Lumbermen's Employee…, Total assets ($B): 0.10928402 · Participants: 450Lumbermen's Employee…General Motors Retir…, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retir…Ford Motor Co. Savin…, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savin…The Dow Chemical Com…, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Com…The General Motors P…, Total assets ($B): 7.545889119 · Participants: 40458The General Motors P…Ford Motor Co. Tax-E…, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-E…
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… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lumbermen's Employee Stock Ownership and Savings Plan by total assets, not by location.

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).

Next read for Lumbermen's Employee Stock Ownership and…

Scale reading

Ways to act on Lumbermen's Employee Stock Ownership and Savings Plan's numbers.

  • By total assets, Lumbermen's Employee Stock Ownership and Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Michigan. Compare plans
  • Lumbermen's, Inc.'s sponsor-wide assets have grown 11.5% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.