401(k) · DOL Form 5500 · 2023

Lumber Trade, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
28th
Percentile by assets National rank
$762,539
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lumber Trade Inc. Retirement Trust · Sponsored by Lumber Trade, Inc. · Florida · Wholesale Trade

$2M in assets, 2 participants

Lumber Trade, Inc.'s Lumber Trade Inc. Retirement Trust reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,061 in Wholesale Trade (6,309 peers)

Lumber Trade, Inc. multi-year trail

Lumber Trade, Inc.'s plans moved +58.5% in assets from 2022 to 2024; this filing shows Lumber Trade Inc. Retirement Trust at $2M / 2 participants.

#1,061
in Wholesale Trade (6,309 peers)
+28.9%
assets growth YoY

Lumber Trade Inc. Retirement Trust among the smaller filed plans by assets

Lumber Trade Inc. Retirement Trust vs every filed plan by assets

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

$1,525,078 28th percentile higher than 28% 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 Trade Inc. Retirement Trust 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 Trade Inc. Retirement Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lumber Trade Inc. Retirement Trust reported net income rose from -$62K in the plan year 2022 filing to $342K in the plan year 2023 filing.
  • Lumber Trade Inc. Retirement Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 205708154 · Lumber Trade, Inc. PY 2023 · 401(k)

Lumber Trade Inc. Retirement Trust · $2M · 2 · 28th

  • EOY $2M
  • EOY 2
  • EOY 28th
  • EOY 401(k)
  • EOY near Piercy Golf, Inc. 401(k) Plan
  • EOY ind #1061

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 Florida →

Lumber Trade Inc. Retirement Trust in the asset neighbourhood

Lumber Trade Inc. Retirement TrustLumber Trade Inc. Retirement…$2MPiercy Golf, Inc. 401(k) Plan$2MRudy's Barbershop 401(k) Plan$2MBob Roberts & Company, Inc. Retirement PlanBob Roberts & Company, Inc. …$2MThe Sieb Organization Inc 401(k) Profit Sharing Plan & TrustThe Sieb Organization Inc 40…$2M
End-of-year total assets ($M) among Lumber Trade Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lumber Trade, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$2M 58.455255078629065% vs 2022
2024 filing year
$1M$1.5M$2M 202220232024 $1.18M $1.88M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

Lumber Trade, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$342K
Employer EIN205708154
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Lumber Trade Inc. Retirement Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Lumber Trade Inc. Retirement Trust, Total assets ($B): 0.001525078 · Participants: 2Lumber Trade Inc. Retirement TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Lumber Trade Inc. Retirement Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Lumber Trade Inc. Retirement Trust side-by-side with 3 peers →

Lumber Trade Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Piercy Golf, Inc. 401(k) Plan in NV ($2M); by covered participants it is Gillian Corporation 401(k) Plan in CO (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 Lumber Trade Inc. Retirement Trust assets move in 2023? ▼
Lumber Trade Inc. Retirement Trust grew sharply - up 28.9% during 2023, from $1M to $2M. Reported net income was $342K.
How have Lumber Trade, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumber Trade, Inc.'s sponsor-wide assets grew 58.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Lumber Trade Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Piercy Golf, Inc. 401(k) Plan in NV ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Lumber Trade Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gillian Corporation 401(k) Plan in CO (2 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 205708154.

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.