401(k) · DOL Form 5500 · 2023

Lumber Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
40th
Percentile by assets National rank
$970,622
Avg per participant High balance/head
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Official DOL plan name: Lumber Mutual Insurance Company Employees Incentive Savings Plan · Sponsored by Lumber Mutual Insurance Company · Massachusetts · Finance & Insurance

$4M in assets, 4 participants

Lumber Mutual Insurance Company's Lumber Mutual Insurance Company Employees Incentive Savings Plan reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,480 in Finance & Insurance (8,869 peers)

Lumber Mutual Insurance Company multi-year trail

Lumber Mutual Insurance Company's plans moved +36.2% in assets from 2022 to 2024; this filing shows Lumber Mutual Insurance Company Employees Incentive Savings Plan at $4M / 4 participants.

#2,480
in Finance & Insurance (8,869 peers)
+18.7%
assets growth YoY

Lumber Mutual Insurance Company Employees Incentive Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Lumber Mutual Insurance Company Employees Incentive Savings Plan vs every filed plan by assets

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

$3,882,487 40th percentile higher than 40% 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

Lumber Mutual Insurance Company Employees Incentive Savings 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. Lumber Mutual Insurance Company Employees Incentive Savings Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lumber Mutual Insurance Company Employees Incentive Savings Plan reported net income rose from -$484K in the plan year 2022 filing to $611K in the plan year 2023 filing.
  • Lumber Mutual Insurance Company Employees Incentive Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 041560700 · Lumber Mutual Insurance Company PY 2023 · 401(k)

Lumber Mutual Insurance Company Employees Incentive Savings Plan · $4M · 4 · 40th

  • PART $4M
  • TYPE 4
  • NET 40th
  • BOOK 401(k)
  • VS-ST near Mooretown Rancheria Commercial Savings and Retirement Plan
  • BOY ind #2480

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Lumber Mutual Insurance Company Employees Incentive Savings Plan in the asset neighbourhood

Lumber Mutual Insurance Company Employees Incentive Savings PlanLumber Mutual Insurance Comp…$4MMooretown Rancheria Commercial Savings and Retirement PlanMooretown Rancheria Commerci…$4MPingwind, Inc. 401(k) Plan$4MShelter Enterprises, Inc. 401(k) PlanShelter Enterprises, Inc. 40…$4MContemporary Staffing Solutions, Inc. Retirement Savings PlanContemporary Staffing Soluti…$4M
End-of-year total assets ($M) among Lumber Mutual Insurance Company Employees Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lumber Mutual Insurance Company multi-year asset trail

Sponsor-wide plan assets over time

All Lumber Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 36.19462623828427% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.27M $4.46M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $4M
2024 1 4 $4M

Lumber Mutual Insurance Company filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$611K
Employer EIN041560700
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lumber Mutual Insurance Company Employees Incentive Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Lumber Mutual Insurance Company Employees Incentive Savings Plan, Total assets ($B): 0.003882487 · Participants: 4Lumber Mutual Insurance Company Employees Incentive Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Lumber Mutual Insurance Company Employees Incentive Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Lumber Mutual Insurance Company Employees Incentive Savings Plan side-by-side with 3 peers →

Lumber Mutual Insurance Company Employees Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mooretown Rancheria Commercial Savings and Retirement Plan in CA ($4M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Lumber Mutual Insurance Company Employees Incentive Savings Plan assets move in 2023? ▼
Lumber Mutual Insurance Company Employees Incentive Savings Plan grew sharply - up 18.7% during 2023, from $3M to $4M. Reported net income was $611K.
How have Lumber Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumber Mutual Insurance Company's sponsor-wide assets grew 36.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Lumber Mutual Insurance Company Employees Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mooretown Rancheria Commercial Savings and Retirement Plan in CA ($4M, 566 participants).
Which 401(k) plans cover a similar participant headcount to Lumber Mutual Insurance Company Employees Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 041560700.

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.