ESOP · DOL Form 5500 · 2023
Cole Lumber Company, Inc. ESOP
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 64
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $299,559
- Avg per participant High balance/head
Official DOL plan name: Cole Lumber Company, Inc. Employee Stock Ownership Plan · Sponsored by Cole Lumber Company, Inc. · Kentucky · Manufacturing
$19M in assets, 64 participants
Cole Lumber Company, Inc.'s Cole Lumber Company, Inc. Employee Stock Ownership Plan reported $19M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #11,520 in Manufacturing (18,722 peers)
2023 asset change
Cole Lumber Company, Inc. Employee Stock Ownership Plan grew at a solid clip 10.7% in 2023 ($17M → $19M) for 64 participants.
- #11,520
- in Manufacturing (18,722 peers)
- +10.7%
- assets growth YoY
Cole Lumber Company, Inc. Employee Stock Ownership Plan's outsized position by total assets
Cole Lumber Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,171,767 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cole Lumber Company, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cole Lumber Company, Inc. Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cole Lumber Company, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Cole Lumber Company, Inc. Employee Stock Ownership Plan reported participants fell from 73 in the plan year 2022 filing to 64 in the plan year 2023 filing.
- Cole Lumber Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 611054728 · Cole Lumber Company, Inc. PY 2023 · ESOP
Cole Lumber Company, Inc. Employee Stock Ownership Plan · $19M · 64 · 72nd
- BOOK $19M
- BOOK 64
- BOOK 72nd
- BOOK ESOP
- BOOK near The Gordon Highlander Corporation Employee Stock Ownership Plan
- BOOK ind #11520
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 Kentucky →
Cole Lumber Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Cole Lumber Company, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Cole Lumber Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 2.3185184620477646% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 73 | $17M |
| 2023 | 1 | 64 | $19M |
| 2024 | 1 | 72 | $17M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 611054728 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.3B · 6,764
- Stock Yards Bank & Trust Company 401(k) Employee $147M · 1,080
- Gray, Inc. Employee Stock Ownership Plan $127M · 1,362
- H & R Agri-Power Employee Stock Ownership Plan $105M · 489
- Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan $94M · 650
Cole Lumber Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is The Gordon Highlander Corporation Employee Stock Ownership Plan in TX ($19M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- The Gordon Highlander Corporation Employee Stock Ownership Plan (TX) $19M · 88
- Matt Construction Corporation Employee Stock Ownership Plan (CA) $19M · 160
- Robert W. Chapman & Company Employee Stock Ownership Plan (NC) $19M · 28
- Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust (VA) $19M · 73
Similar participant headcount
Nearest other-state filings by covered participants (64 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.