Profit Sharing · DOL Form 5500 · 2022

J. W. Jones Lumber Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
136
Participants Small participant base
53rd
Percentile by assets National rank
$41,150
Avg per participant Low balance/head
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Official DOL plan name: J. W. Jones Lumber Company, Inc. Plan · Sponsored by J. W. Jones Lumber Company, Inc. · North Carolina · Wholesale Trade

$6M in assets, 136 participants

J. W. Jones Lumber Company, Inc.'s J. W. Jones Lumber Company, Inc. Plan reported $6M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,812 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

J. W. Jones Lumber Company, Inc. Plan covers 136 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#2,812
in Wholesale Trade (6,843 peers)
-18.8%
assets change YoY

The plan reported a net loss of $976K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J. W. Jones Lumber Company, Inc. Plan's mid-pack asset rank among Wholesale Trade and all filers

J. W. Jones Lumber Company, Inc. Plan vs every filed plan by assets

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

$5,596,457 Top 47% higher than 53% 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

J. W. Jones Lumber Company, Inc. 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. J. W. Jones Lumber Company, Inc. Plan sits mid-pack in the medium band (136 participants).

Published 5500 schedule card

Filing strip 560747229 · J. W. Jones Lumber Company, Inc. PY 2022 · Profit Sharing

J. W. Jones Lumber Company, Inc. Plan · $6M · 136 · 53rd

  • TYPE $6M
  • TYPE 136
  • TYPE 53rd
  • TYPE Profit Sharing
  • TYPE near Horizon House, Inc. Employer Retirement Plan and Trust
  • TYPE ind #2812

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 North Carolina →

J. W. Jones Lumber Company, Inc. Plan in the asset neighbourhood

J. W. Jones Lumber Company, Inc. PlanJ. W. Jones Lumber Company, …$6MHorizon House, Inc. Employer Retirement Plan and TrustHorizon House, Inc. Employer…$6MRetirement Plan for Employees of Local 338 & Affiliated FundsRetirement Plan for Employee…$6MEtcetera Enterprises Inc. Profit Sharing PlanEtcetera Enterprises Inc. Pr…$6MSeec Retirement Plan$6M
End-of-year total assets ($M) among J. W. Jones Lumber Company, Inc. Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$976K
Employer EIN560747229
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. W. Jones Lumber Company, Inc.)

Sponsor-wide plan assets over time

All J. W. Jones Lumber Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 2.9842630793017797% vs 2022
2024 filing year
$5.4M$5.6M$5.8M$6M$6.2M$6.4M 202220232024 $5.6M $5.76M ▲ +2.9%
Year Plans Participants Total Assets
2022 1 136 $6M
2023 1 142 $6M
2024 1 110 $6M

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

J. W. Jones Lumber Company, Inc. Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants J. W. Jones Lumber Company, Inc. Plan, Total assets ($B): 0.005596457 · Participants: 136J. W. Jones Lumber Company, Inc. PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
J. W. Jones Lumber Company, Inc. Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare J. W. Jones Lumber Company, Inc. Plan side-by-side with 3 peers →

J. W. Jones Lumber Company, Inc. Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Horizon House, Inc. Employer Retirement Plan and Trust in PA ($6M); by covered participants it is David and Lucile Packard Foundation Employer Contribution Retirement Plan in CA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 J. W. Jones Lumber Company, Inc. Plan assets move in 2022? ▼
J. W. Jones Lumber Company, Inc. Plan declined sharply - down 18.8% during 2022, from $7M to $6M. Reported net income was -$976K.
How have J. W. Jones Lumber Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. W. Jones Lumber Company, Inc.'s sponsor-wide assets grew 3.0%, from $6M to $6M.
Which Profit Sharing plans are similar in size to J. W. Jones Lumber Company, Inc. Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Horizon House, Inc. Employer Retirement Plan and Trust in PA ($6M, 799 participants).
Which Profit Sharing plans cover a similar participant headcount to J. W. Jones Lumber Company, Inc. Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is David and Lucile Packard Foundation Employer Contribution Retirement Plan in CA (136 participants, $51M 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 560747229.

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.