Other · DOL Form 5500 · 2022
Klupenger Lumber Co., Inc. Retirement Plan
Data updated 2026-08-25
- $583K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $194,348
- Avg per participant Above avg balance/head
Official DOL plan name: Klupenger Lumber Vip Profit Sharing Plan · Sponsored by Klupenger Lumber Co., Inc. · Oregon · Wholesale Trade
$583K in assets, 3 participants
Klupenger Lumber Co., Inc.'s Klupenger Lumber Vip Profit Sharing Plan reported $583K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #697 in Wholesale Trade (6,843 peers)
2022 asset change
Klupenger Lumber Vip Profit Sharing Plan surged 162.7% in 2022 ($222K → $583K) for 3 participants.
- #697
- in Wholesale Trade (6,843 peers)
- +162.7%
- assets growth YoY
The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Klupenger Lumber Vip Profit Sharing Plan among the smaller filed plans by assets
Klupenger Lumber Vip Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$583,044 20th percentile higher than 20% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Klupenger Lumber Vip Profit Sharing 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. Klupenger Lumber Vip Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 931023084 · Klupenger Lumber Co., Inc. PY 2022 · Other
Klupenger Lumber Vip Profit Sharing Plan · $583K · 3 · 20th
- TYPE $583K
- TYPE 3
- TYPE 20th
- TYPE Other
- TYPE near San Mateo County Event Center 403b Plan
- TYPE ind #697
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 Oregon →
Klupenger Lumber Vip Profit Sharing Plan in the asset neighbourhood
Klupenger Lumber Co., Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Klupenger Lumber Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $621K 6.478756320277715% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $583K |
| 2023 | 1 | 3 | $596K |
| 2024 | 1 | 3 | $621K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $222K |
|---|---|
| Net Assets (End of Year) | $583K |
| Net Income | -$39K |
| Employer EIN | 931023084 |
| Plan Effective Date | 1991-03-28 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $1.4B · 13,568
- Asante 403b Plan $563M · 5,704
- St. Charles Health System Retirement Plan $519M · 4,485
- Samaritan Health Services Tax Sheltered Annuity Pl $510M · 6,068
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $280M · 774
Klupenger Lumber Vip Profit Sharing Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is San Mateo County Event Center 403b Plan in CA ($583K); by covered participants it is Juile a Staggers Profit Sharing Plan in VA (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($583K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.