Defined Benefit (Pension) · DOL Form 5500 · 2022

Anderson-Tully Lumber Company Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
6
Participants Small participant base
63rd
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Anderson-Tully Salaried Employees' Pension Plan · Sponsored by Anderson-Tully Lumber Company · Mississippi · Manufacturing

$9M in assets, 6 participants

Anderson-Tully Lumber Company's Anderson-Tully Salaried Employees' Pension Plan reported $9M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #10,210 in Manufacturing (20,602 peers)

Anderson-Tully Lumber Company multi-year trail

Anderson-Tully Lumber Company's plans moved -57.4% in assets from 2022 to 2024; this filing shows Anderson-Tully Salaried Employees' Pension Plan at $9M / 6 participants.

#10,210
in Manufacturing (20,602 peers)
-21.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Anderson-Tully Salaried Employees' Pension Plan's mid-pack asset rank among Manufacturing and all filers

Anderson-Tully Salaried Employees' Pension Plan vs every filed plan by assets

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

$9,040,694 Top 37% higher than 63% 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

Anderson-Tully Salaried Employees' Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anderson-Tully Salaried Employees' Pension Plan is a micro filing (6 participants), the leftmost band.

Published 5500 schedule card

Filing strip 621720411 · Anderson-Tully Lumber Company PY 2022 · Defined Benefit (Pension)

Anderson-Tully Salaried Employees' Pension Plan · $9M · 6 · 63rd

  • RANK $9M
  • PHOTO 6
  • IND 63rd
  • EOY Defined Benefit (Pension)
  • 5500 near Renfro Charleston, LLC Defined Benefit Pension Plan
  • ASSETS ind #10210

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 Manufacturing retirement plans → · Plans in Mississippi →

Anderson-Tully Salaried Employees' Pension Plan in the asset neighbourhood

Southeast Financial Credit Union Defined Benefit Plan and TrustSoutheast Financial Credit U…$9MAnderson-Tully Salaried Employees' Pension PlanAnderson-Tully Salaried Empl…$9MRenfro Charleston, LLC Defined Benefit Pension PlanRenfro Charleston, LLC Defin…$9MLake Sunapee Bank, Fsb Employees' Retirement PlanLake Sunapee Bank, Fsb Emplo…$9MGuy C. Lee Manufacturing Company Defined Benefit Pension PlanGuy C. Lee Manufacturing Com…$9M
End-of-year total assets ($M) among Anderson-Tully Salaried Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Anderson-Tully Lumber Company multi-year asset trail

Sponsor-wide plan assets over time

All Anderson-Tully Lumber Company plans reported in each filing year

Latest sponsor-wide plan assets
$10M 57.35095721987003% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $23.1M $9.84M ▼ -57.4%
Year Plans Participants Total Assets
2022 2 6 $23M
2023 1 N/A $15M
2024 1 6 $10M

Anderson-Tully Lumber Company filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN621720411
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Mississippi

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Anderson-Tully Salaried Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Anderson-Tully Salaried Employees' Pension Plan, Total assets ($M): 9.040694 · Participants: 6Anderson-Tully Salaried Employees' Pension PlanHancock Whitney Corporation Pension Plan, Total assets ($M): 700.534746 · Participants: 1855Hancock Whitney Corporation Pension PlanSfb Casualty Ins Co Retirement Plan, Total assets ($M): 429.098015 · Participants: 1485Sfb Casualty Ins Co Retirement PlanNorth Mississippi Health Services Retirement Plan & Trust Agreement, Total assets ($M): 425.139749 · Participants: 2033North Mississippi Health Services Retirement Plan & Trust AgreementCadence Retirement Plan and Trust Agreement, Total assets ($M): 341.628698 · Participants: 3874Cadence Retirement Plan and Trust AgreementSfb Life Insurance Co Retirement Plan and Trust, Total assets ($M): 247.444325 · Participants: 593Sfb Life Insurance Co Retirement Plan and Trust
Anderson-Tully Salaried Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
Compare Anderson-Tully Salaried Employees' Pension Plan side-by-side with 3 peers →

Anderson-Tully Salaried Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Renfro Charleston, LLC Defined Benefit Pension Plan in NC ($9M); by covered participants it is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Anderson-Tully Salaried Employees' Pension Plan assets move in 2022? ▼
Anderson-Tully Salaried Employees' Pension Plan declined sharply - down 21.0% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Anderson-Tully Lumber Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anderson-Tully Lumber Company's sponsor-wide assets declined 57.4%, from $23M to $10M.
Which Defined Benefit (Pension) plans are similar in size to Anderson-Tully Salaried Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Renfro Charleston, LLC Defined Benefit Pension Plan in NC ($9M, 77 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Anderson-Tully Salaried Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants, N/A 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 621720411.

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.