Profit Sharing · DOL Form 5500 · 2023

Lafferty Lumber, Inc. Profit Sharing Plan

Data updated 2026-08-25

$251K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$125,509
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lafferty Lumber, Inc. Retirement Plan · Sponsored by Lafferty Lumber, Inc. · Pennsylvania · Management of Enterprises

$251K in assets, 2 participants

Lafferty Lumber, Inc.'s Lafferty Lumber, Inc. Retirement Plan reported $251K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #82 in Management of Enterprises (1,137 peers)

Lafferty Lumber, Inc. multi-year trail

Lafferty Lumber, Inc.'s plans moved +13.8% in assets from 2022 to 2023; this filing shows Lafferty Lumber, Inc. Retirement Plan at $251K / 2 participants.

#82
in Management of Enterprises (1,137 peers)
+13.8%
assets growth YoY

Lafferty Lumber, Inc. Retirement Plan among the smaller filed plans by assets

Lafferty Lumber, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$251,018 12th percentile higher than 12% of 127,068 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 2023

Lafferty Lumber, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lafferty Lumber, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lafferty Lumber, Inc. Retirement Plan reported net income rose from $7K in the plan year 2022 filing to $30K in the plan year 2023 filing.
  • Lafferty Lumber, Inc. Retirement Plan reported participants fell from 10 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Lafferty Lumber, Inc. Retirement Plan end-of-year assets rose from $221K in the plan year 2022 filing to $251K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 454013749 · Lafferty Lumber, Inc. PY 2023 · Profit Sharing

Lafferty Lumber, Inc. Retirement Plan · $251K · 2 · 12th

  • TYPE $251K
  • TYPE 2
  • TYPE 12th
  • TYPE Profit Sharing
  • TYPE near Pedro a. Lopez Rivera Profit Sharing Retiremet Plan
  • TYPE ind #82

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 Management of Enterprises retirement plans → · Plans in Pennsylvania →

Lafferty Lumber, Inc. Retirement Plan in the asset neighbourhood

Lafferty Lumber, Inc. Retirement PlanLafferty Lumber, Inc. Retire…$251KPedro a. Lopez Rivera Profit Sharing Retiremet PlanPedro a. Lopez Rivera Profit…$251KBcz Management Corp. Retirement PlanBcz Management Corp. Retirem…$251KAll Dry Company Retirement PlanAll Dry Company Retirement P…$251KSnl Corporation Profit Sharing Plan and TrustSnl Corporation Profit Shari…$251K
End-of-year total assets ($M) among Lafferty Lumber, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Lafferty Lumber, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lafferty Lumber, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$251K 13.774832636078086% vs 2022
2023 filing year
$0.21M$0.22M$0.23M$0.24M$0.25M$0.26M 20222023 $0.22M $0.25M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 10 $221K
2023 2 4 $251K

Lafferty Lumber, Inc. filing trail (2023)

Total Assets (Beginning of Year)$221K
Net Assets (End of Year)$251K
Net Income$30K
Employer EIN454013749
Plan Effective Date2011-12-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Lafferty Lumber, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Lafferty Lumber, Inc. Retirement Plan, Total assets ($B): 0.000251018 · Participants: 2Lafferty Lumber, Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Lafferty Lumber, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Lafferty Lumber, Inc. Retirement Plan side-by-side with 3 peers →

Lafferty Lumber, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Pedro a. Lopez Rivera Profit Sharing Retiremet Plan in PR ($251K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lafferty Lumber, Inc. Retirement Plan assets move in 2023? ▼
Lafferty Lumber, Inc. Retirement Plan grew at a solid clip - up 13.8% during 2023, from $221K to $251K. Reported net income was $30K.
How have Lafferty Lumber, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lafferty Lumber, Inc.'s sponsor-wide assets grew 13.8%, from $221K to $251K.
Where does Lafferty Lumber, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Lafferty Lumber, Inc. Retirement Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lafferty Lumber, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pedro a. Lopez Rivera Profit Sharing Retiremet Plan in PR ($251K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Lafferty Lumber, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454013749.

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.