401(k) · DOL Form 5500 · 2022

Spahn & Rose Lumber Co. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
327
Participants Below avg headcount
82nd
Percentile by assets National rank
$83,316
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spahn & Rose Lumber Co Employees 401(k) Psp · Sponsored by Spahn & Rose Lumber Co. · Iowa · Retail Trade

$27M in assets, 327 participants

Spahn & Rose Lumber Co.'s Spahn & Rose Lumber Co Employees 401(k) Psp reported $27M in total assets and 327 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #8,532 in Retail Trade (9,519 peers)

Where Spahn & Rose Lumber Co Employees 401(k) Psp sits by assets

Spahn & Rose Lumber Co Employees 401(k) Psp sits in the top quartile of all filed plans by assets, $27M for 327 participants (~$83,316/participant), down 16.0% in 2022.

#8,532
in Retail Trade (9,519 peers)
-16.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spahn & Rose Lumber Co Employees 401(k) Psp's outsized position by total assets

Spahn & Rose Lumber Co Employees 401(k) Psp vs every filed plan by assets

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

$27,244,303 Top 18% higher than 82% 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

Spahn & Rose Lumber Co Employees 401(k) Psp 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. Spahn & Rose Lumber Co Employees 401(k) Psp sits mid-pack in the medium band (327 participants).

Plan-year Form 5500 strip

Filing strip 420536450 · Spahn & Rose Lumber Co. PY 2022 · 401(k)

Spahn & Rose Lumber Co Employees 401(k) Psp · $27M · 327 · 82nd

  • NET $27M
  • BOOK 327
  • VS-ST 82nd
  • BOY 401(k)
  • SCH near Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan
  • EBSA ind #8532

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 Iowa →

Spahn & Rose Lumber Co Employees 401(k) Psp in the asset neighbourhood

D.L. Evans Bank 401(k) Retirement Savings PlanD.L. Evans Bank 401(k) Retir…$27MSpahn & Rose Lumber Co Employees 401(k) PspSpahn & Rose Lumber Co Emplo…$27MHeidell, Pittoni, Murphy & Bach, LLP 401(k) PlanHeidell, Pittoni, Murphy & B…$27MConewago Holdings, Inc 401(k) PlanConewago Holdings, Inc 401(k…$27MNorthwest Pump & Equipment Co. 401(k) Profit Sharing PlanNorthwest Pump & Equipment C…$27M
End-of-year total assets ($M) among Spahn & Rose Lumber Co Employees 401(k) Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$27M
Net Income-$5M
Employer EIN420536450
Plan Effective Date1942-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Spahn & Rose Lumber Co.)

Sponsor-wide plan assets over time

All Spahn & Rose Lumber Co. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 25.787222378197743% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $27.2M $34.3M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 327 $27M
2023 1 338 $29M
2024 1 400 $34M

Nearby 401(k) Plans in Iowa

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

Spahn & Rose Lumber Co Employees 401(k) Psp vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Spahn & Rose Lumber Co Employees 401(k) Psp, Total assets ($B): 0.027244303 · Participants: 327Spahn & Rose Lumber Co Employees 401(k) PspThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Spahn & Rose Lumber Co Employees 401(k) Psp vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Spahn & Rose Lumber Co Employees 401(k) Psp side-by-side with 3 peers →

Spahn & Rose Lumber Co Employees 401(k) Psp's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan in NY ($27M); by covered participants it is Everlaw, Inc. 401(k) Plan in CA (327 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (327 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 Spahn & Rose Lumber Co Employees 401(k) Psp assets move in 2022? ▼
Spahn & Rose Lumber Co Employees 401(k) Psp declined sharply - down 16.0% during 2022, from $32M to $27M. Reported net income was -$5M.
How have Spahn & Rose Lumber Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spahn & Rose Lumber Co.'s sponsor-wide assets grew 25.8%, from $27M to $34M.
Where does Spahn & Rose Lumber Co Employees 401(k) Psp rank by assets among Form 5500 filers? ▼
Spahn & Rose Lumber Co Employees 401(k) Psp ranks in the 82nd 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 Spahn & Rose Lumber Co Employees 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by assets is Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan in NY ($27M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Spahn & Rose Lumber Co Employees 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Everlaw, Inc. 401(k) Plan in CA (327 participants, $18M 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 420536450.

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.