ESOP · DOL Form 5500 · 2022

Concord Lumber Corporation ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
109
Participants Small participant base
61st
Percentile by assets National rank
$77,272
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Concord Lumber Corp. Employee Stock Ownership Plan & Trust · Sponsored by Concord Lumber Corporation · Massachusetts · Retail Trade

$8M in assets, 109 participants

Concord Lumber Corporation's Concord Lumber Corp. Employee Stock Ownership Plan & Trust reported $8M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,851 in Retail Trade (9,519 peers)

Coverage in Massachusetts

Concord Lumber Corp. Employee Stock Ownership Plan & Trust covers 109 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#6,851
in Retail Trade (9,519 peers)
+4.7%
assets growth YoY

Concord Lumber Corp. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Concord Lumber Corp. Employee Stock Ownership Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,422,672 Top 39% higher than 61% of 139,123 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 2022

Concord Lumber Corp. Employee Stock Ownership Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concord Lumber Corp. Employee Stock Ownership Plan & Trust sits mid-pack in the medium band (109 participants).

Published 5500 schedule card

Filing strip 042482120 · Concord Lumber Corporation PY 2022 · ESOP

Concord Lumber Corp. Employee Stock Ownership Plan & Trust · $8M · 109 · 61st

  • EIN $8M
  • RANK 109
  • PHOTO 61st
  • IND ESOP
  • EOY near Independent Bancshares, Inc. Employee Stock Ownership Plan
  • 5500 ind #6851

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 What is an ESOP? → · Plans in Massachusetts →

Concord Lumber Corp. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Brentwood Services, Inc Profit Sharing PlanBrentwood Services, Inc Prof…$8MStockwell Elastomerics Perpetuity Employee Stock Ownership PlanStockwell Elastomerics Perpe…$8MConcord Lumber Corp. Employee Stock Ownership Plan & TrustConcord Lumber Corp. Employe…$8MIndependent Bancshares, Inc. Employee Stock Ownership PlanIndependent Bancshares, Inc.…$8MMadison Lumber & Hardware, Inc. Employee Stock Ownership PlanMadison Lumber & Hardware, I…$8M
End-of-year total assets ($M) among Concord Lumber Corp. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income$461K
Employer EIN042482120
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concord Lumber Corporation)

Sponsor-wide plan assets over time

All Concord Lumber Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$16M 12.243216651782012% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $14.1M $15.8M ▲ +12.2%
Year Plans Participants Total Assets
2022 2 268 $14M
2023 2 240 $14M
2024 2 243 $16M

Nearby ESOP Plans in Massachusetts

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

Concord Lumber Corp. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Concord Lumber Corp. Employee Stock Ownership Plan & Trust, Total assets ($M): 8.422672 · Participants: 109Concord Lumber Corp. Employee Stock Ownership Plan & TrustConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Concord Lumber Corp. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Concord Lumber Corp. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Concord Lumber Corp. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Independent Bancshares, Inc. Employee Stock Ownership Plan in AL ($8M); by covered participants it is Christian Brothers Automotive Corporation Employee Stock Ownership Plan in TX (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Concord Lumber Corp. Employee Stock Ownership Plan & Trust assets move in 2022? ▼
Concord Lumber Corp. Employee Stock Ownership Plan & Trust edged up modestly - up 4.7% during 2022, from $8M to $8M. Reported net income was $461K.
How have Concord Lumber Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concord Lumber Corporation's sponsor-wide assets grew 12.2%, from $14M to $16M.
Which ESOP plans are similar in size to Concord Lumber Corp. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Independent Bancshares, Inc. Employee Stock Ownership Plan in AL ($8M, 35 participants).
Which ESOP plans cover a similar participant headcount to Concord Lumber Corp. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Christian Brothers Automotive Corporation Employee Stock Ownership Plan in TX (109 participants, $76M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042482120.

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.