ESOP · DOL Form 5500 · 2023

The Chicago Lumber Company of Omaha, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
66
Participants Small participant base
67th
Percentile by assets National rank
$222,430
Avg per participant Above avg balance/head
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Official DOL plan name: The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust · Sponsored by The Chicago Lumber Company of Omaha, Inc. · Nebraska · Retail Trade

$15M in assets, 66 participants

The Chicago Lumber Company of Omaha, Inc.'s The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust reported $15M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,511 in Retail Trade (8,414 peers)

The Chicago Lumber Company of Omaha, Inc. multi-year trail

The Chicago Lumber Company of Omaha, Inc.'s plans moved +25.8% in assets from 2022 to 2024; this filing shows The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust at $15M / 66 participants.

#6,511
in Retail Trade (8,414 peers)
+19.8%
assets growth YoY

The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust's outsized position by total assets

The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$14,680,401 Top 33% higher than 67% 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

The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust reported participants fell from 74 in the plan year 2022 filing to 66 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 470124740 · The Chicago Lumber Company of Omaha, Inc. PY 2023 · ESOP

The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust · $15M · 66 · 67th

  • NET $15M
  • BOOK 66
  • VS-ST 67th
  • BOY ESOP
  • SCH near Bankprov Employee Stock Ownership Plan
  • EBSA ind #6511

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 Nebraska →

The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust in the asset neighbourhood

Precision Metal Industries, Inc. ESOP 2012Precision Metal Industries, …$15MThe Chicago Lumber Company of Omaha Employee Stock Ownership Plan and TrustThe Chicago Lumber Company o…$15MBankprov Employee Stock Ownership PlanBankprov Employee Stock Owne…$15MAbs Med, Inc. Employee Stock Ownership PlanAbs Med, Inc. Employee Stock…$15MHardman Construction, Inc. Employee Stock Ownership PlanHardman Construction, Inc. E…$15M
End-of-year total assets ($M) among The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Chicago Lumber Company of Omaha, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Chicago Lumber Company of Omaha, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 25.813629894124503% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $12.3M $15.4M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 74 $12M
2023 1 66 $15M
2024 1 65 $15M

The Chicago Lumber Company of Omaha, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN470124740
Plan Effective Date1976-12-30
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Nebraska

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

The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust, Total assets ($M): 14.680401 · Participants: 66The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and TrustMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 392.139506 · Participants: 1316Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 217.903912 · Participants: 65Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 147.784876 · Participants: 214Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 118.345407 · Participants: 242Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.323024 · Participants: 386Majors Plastics, Inc. Employee Stock Ownership Plan
The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Nebraska, assets vs. participants

The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Bankprov Employee Stock Ownership Plan in MA ($15M); by covered participants it is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants). Same-state nearby plans are listed separately above.

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 The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust assets move in 2023?
The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust grew sharply - up 19.8% during 2023, from $12M to $15M. Reported net income was $3M.
How have The Chicago Lumber Company of Omaha, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Chicago Lumber Company of Omaha, Inc.'s sponsor-wide assets grew 25.8%, from $12M to $15M.
Which ESOP plans are similar in size to The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Bankprov Employee Stock Ownership Plan in MA ($15M, 206 participants).
Which ESOP plans cover a similar participant headcount to The Chicago Lumber Company of Omaha Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by covered participants is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants, $4M in assets).