401(k)
2022 plan-year 401(k) DOL Form 5500

BURTON LUMBER 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BURTON LUMBER & HARDWARE CO.

This 401(k) plan holds $15M in total assets and serves 298 participants as of 2022. It is sponsored by BURTON LUMBER & HARDWARE CO. in Utah. The plan reported a net loss of $2M for the year.

Total Assets (2023)
$15M
Participants
298
State
Industry
Wholesale Trade

What the Filing Says About BURTON LUMBER 401(K) PLAN

BURTON LUMBER 401(K) PLAN is a 401(k) retirement plan sponsored by BURTON LUMBER & HARDWARE CO., headquartered in Utah. As of the 2022 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 298 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 877152360, and the plan has been effective since 2006-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2022 to $15M at year-end — a decline of 10.7%. Net assets (after liabilities) closed the year at $15M, with reported net income of $-1,820,185 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$-1,820,185
Plan Type401(k)
Employer EIN877152360
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BURTON LUMBER & HARDWARE CO.)

Year Plans Participants Total Assets
2022 1 298 $15M
2023 1 306 $19M

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Frequently Asked Questions

How much money is in the BURTON LUMBER 401(K) PLAN?
As of the 2022 Form 5500 filing, BURTON LUMBER 401(K) PLAN holds $15M in total assets with 298 participants. It is sponsored by BURTON LUMBER & HARDWARE CO..
What type of plan is BURTON LUMBER 401(K) PLAN?
BURTON LUMBER 401(K) PLAN is a 401(k) plan. It has been effective since 2006-01-01. The plan is filed with the U.S. Department of Labor under EIN 877152360.
Who sponsors the BURTON LUMBER 401(K) PLAN?
BURTON LUMBER 401(K) PLAN is sponsored by BURTON LUMBER & HARDWARE CO., located in Utah. The sponsor's EIN is 877152360 and the plan operates in the Wholesale Trade industry.
How did BURTON LUMBER 401(K) PLAN perform in 2022?
BURTON LUMBER 401(K) PLAN declined by 10.7% during 2022, moving from $16M to $15M in total assets. Net income was $-1,820,185.
Where can I find official filings for BURTON LUMBER 401(K) PLAN?
Official Form 5500 filings for BURTON LUMBER 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 877152360 or plan name at efast.dol.gov.
How does BURTON LUMBER 401(K) PLAN compare to other plans?
You can compare BURTON LUMBER 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Utah on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 877152360.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.