401(k) · DOL Form 5500 · 2023

Jackson Lumber & Millwork Company, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
164
Participants Small participant base
69th
Percentile by assets National rank
$99,363
Avg per participant Below avg balance/head
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Official DOL plan name: Jackson Lumber & Millwork Co, Inc. 401(k) Plan · Sponsored by Jackson Lumber & Millwork Company, Inc. · Massachusetts · Retail Trade

$16M in assets, 164 participants

Jackson Lumber & Millwork Company, Inc.'s Jackson Lumber & Millwork Co, Inc. 401(k) Plan reported $16M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,691 in Retail Trade (8,414 peers)

Coverage in Massachusetts

Jackson Lumber & Millwork Co, Inc. 401(k) Plan covers 164 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $16M.

#6,691
in Retail Trade (8,414 peers)
+6.1%
assets growth YoY

Jackson Lumber & Millwork Co, Inc. 401(k) Plan's outsized position by total assets

Jackson Lumber & Millwork Co, Inc. 401(k) Plan vs every filed plan by assets

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

$16,295,462 Top 31% higher than 69% 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

Jackson Lumber & Millwork Co, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jackson Lumber & Millwork Co, Inc. 401(k) Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jackson Lumber & Millwork Co, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $936K in the plan year 2023 filing.
  • Jackson Lumber & Millwork Co, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Jackson Lumber & Millwork Co, Inc. 401(k) Plan reported participants rose from 162 in the plan year 2022 filing to 164 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042022453 · Jackson Lumber & Millwork Company, Inc. PY 2023 · 401(k)

Jackson Lumber & Millwork Co, Inc. 401(k) Plan · $16M · 164 · 69th

  • 5500 $16M
  • ASSETS 164
  • PCT 69th
  • EIN 401(k)
  • RANK near Seaway Hotels 401(k)
  • PHOTO ind #6691

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 Retail Trade retirement plans → · Plans in Massachusetts →

Jackson Lumber & Millwork Co, Inc. 401(k) Plan in the asset neighbourhood

Jackson Lumber & Millwork Co, Inc. 401(k) PlanJackson Lumber & Millwork Co…$16MSeaway Hotels 401(k)$16MWisconsin Vision, Inc. 401(k) Profit Sharing PlanWisconsin Vision, Inc. 401(k…$16MCleveland-Cliffs Tubular Components LLC Walbridge 401(k) Retirement PlanCleveland-Cliffs Tubular Com…$16MOffset Paperback Mfrs., Inc. Union Employee 401(k) PlanOffset Paperback Mfrs., Inc.…$16M
End-of-year total assets ($M) among Jackson Lumber & Millwork Co, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$936K
Employer EIN042022453
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Lumber & Millwork Company, Inc.)

Sponsor-wide plan assets over time

All Jackson Lumber & Millwork Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 20.598158792223533% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $15.4M $18.5M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 162 $15M
2023 1 164 $16M
2024 1 197 $19M

Nearby 401(k) Plans in Massachusetts

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

Jackson Lumber & Millwork Co, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Jackson Lumber & Millwork Co, Inc. 401(k) Plan, Total assets ($B): 0.016295462 · Participants: 164Jackson Lumber & Millwork Co, Inc. 401(k) 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
Jackson Lumber & Millwork Co, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Jackson Lumber & Millwork Co, Inc. 401(k) Plan side-by-side with 3 peers →

Jackson Lumber & Millwork Co, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Seaway Hotels 401(k) in FL ($16M); by covered participants it is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Jackson Lumber & Millwork Co, Inc. 401(k) Plan assets move in 2023? ▼
Jackson Lumber & Millwork Co, Inc. 401(k) Plan grew at a solid clip - up 6.1% during 2023, from $15M to $16M. Reported net income was $936K.
How have Jackson Lumber & Millwork Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Lumber & Millwork Company, Inc.'s sponsor-wide assets grew 20.6%, from $15M to $19M.
Which 401(k) plans are similar in size to Jackson Lumber & Millwork Co, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seaway Hotels 401(k) in FL ($16M, 1,073 participants).
Which 401(k) plans cover a similar participant headcount to Jackson Lumber & Millwork Co, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daycon Products Company, Inc. 401(k) Plan in MD (164 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 042022453.

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.