Other
2023 plan-year Other DOL Form 5500

GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

GUTCHESS LUMBER CO., INC.

This Other plan holds $23M in total assets and serves 418 participants as of 2023. It is sponsored by GUTCHESS LUMBER CO., INC. in New York. The plan reported positive net income of $372K for the year.

Total Assets (2023)
$23M
Participants
418
State
Industry
Manufacturing

What the Filing Says About GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLAN

GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by GUTCHESS LUMBER CO., INC., headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 418 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 150539802, and the plan has been effective since 2002-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2023 to $23M at year-end — a gain of 1.6%. Net assets (after liabilities) closed the year at $23M, with reported net income of $372K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$23M
Net Assets (End of Year)$23M
Net Income$372K
Plan TypeOther
Employer EIN150539802
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (GUTCHESS LUMBER CO., INC.)

Year Plans Participants Total Assets
2022 2 1,064 $55M
2023 2 938 $63M
2024 2 864 $69M

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2023 Form 5500 filing, GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLAN holds $23M in total assets with 418 participants. It is sponsored by GUTCHESS LUMBER CO., INC..
What type of plan is GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLAN?
GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2002-01-01. The plan is filed with the U.S. Department of Labor under EIN 150539802.
Who sponsors the GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLAN?
GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by GUTCHESS LUMBER CO., INC., located in New York. The sponsor's EIN is 150539802 and the plan operates in the Manufacturing industry.
How did GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023?
GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLAN grew by 1.6% during 2023, moving from $23M to $23M in total assets. Net income was $372K.
Where can I find official filings for GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 150539802 or plan name at efast.dol.gov.
How does GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 150539802.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.