Profit Sharing · DOL Form 5500 · 2023

Clem Lumber & Distributing Company Profit Sharing Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
59
Participants Small participant base
68th
Percentile by assets National rank
$258,946
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Clem Lumber Profit Sharing Trust · Sponsored by Clem Lumber & Distributing Company · Ohio · Wholesale Trade

$15M in assets, 59 participants

Clem Lumber & Distributing Company's Clem Lumber Profit Sharing Trust reported $15M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,933 in Wholesale Trade (6,309 peers)

Clem Lumber & Distributing Company multi-year trail

Clem Lumber & Distributing Company's plans moved +12.4% in assets from 2022 to 2024; this filing shows Clem Lumber Profit Sharing Trust at $15M / 59 participants.

#3,933
in Wholesale Trade (6,309 peers)
+3.1%
assets growth YoY

Clem Lumber Profit Sharing Trust's outsized position by total assets

Clem Lumber Profit Sharing Trust vs every filed plan by assets

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

$15,277,815 Top 32% higher than 68% 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

Clem Lumber Profit Sharing 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. Clem Lumber Profit Sharing Trust is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clem Lumber Profit Sharing Trust reported net income rose from $119K in the plan year 2022 filing to $461K in the plan year 2023 filing.
  • Clem Lumber Profit Sharing Trust end-of-year assets rose from $15M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Clem Lumber Profit Sharing Trust reported participants rose from 58 in the plan year 2022 filing to 59 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 310509958 · Clem Lumber & Distributing Company PY 2023 · Profit Sharing

Clem Lumber Profit Sharing Trust · $15M · 59 · 68th

  • SCH $15M
  • SCH 59
  • SCH 68th
  • SCH Profit Sharing
  • SCH near Atlanta Heart Associates, P.C. Amended Profit Sharing Plan
  • SCH ind #3933

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 Ohio →

Clem Lumber Profit Sharing Trust in the asset neighbourhood

Nypro Inc. Defined Contribution PlanNypro Inc. Defined Contribut…$15MMarklund Employee Retirement Savings PlanMarklund Employee Retirement…$15MBurgess Health Center 403(b) PlanBurgess Health Center 403(b)…$15MAtlanta Heart Associates, P.C. Amended Profit Sharing PlanAtlanta Heart Associates, P.…$15MClem Lumber Profit Sharing TrustClem Lumber Profit Sharing T…$15M
End-of-year total assets ($M) among Clem Lumber Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Clem Lumber & Distributing Company multi-year asset trail

Sponsor-wide plan assets over time

All Clem Lumber & Distributing Company plans reported in each filing year

Latest sponsor-wide plan assets
$17M 12.387212385889592% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $14.8M $16.7M ▲ +12.3%
Year Plans Participants Total Assets
2022 1 58 $15M
2023 1 59 $15M
2024 1 54 $17M

Clem Lumber & Distributing Company filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$461K
Employer EIN310509958
Plan Effective Date1956-12-15
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Clem Lumber Profit Sharing Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Clem Lumber Profit Sharing Trust, Total assets ($B): 0.015277815 · Participants: 59Clem Lumber Profit Sharing TrustCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Clem Lumber Profit Sharing Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Clem Lumber Profit Sharing Trust side-by-side with 3 peers →

Clem Lumber Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Atlanta Heart Associates, P.C. Amended Profit Sharing Plan in GA ($15M); by covered participants it is Ditp Business Ventures, Inc. Retirement Plan in MA (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Clem Lumber Profit Sharing Trust assets move in 2023? ▼
Clem Lumber Profit Sharing Trust edged up modestly - up 3.1% during 2023, from $15M to $15M. Reported net income was $461K.
How have Clem Lumber & Distributing Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clem Lumber & Distributing Company's sponsor-wide assets grew 12.4%, from $15M to $17M.
Which Profit Sharing plans are similar in size to Clem Lumber Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Atlanta Heart Associates, P.C. Amended Profit Sharing Plan in GA ($15M, 115 participants).
Which Profit Sharing plans cover a similar participant headcount to Clem Lumber Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ditp Business Ventures, Inc. Retirement Plan in MA (59 participants, $3M 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 310509958.

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.