401(k) · DOL Form 5500 · 2023
Macdonald & Owen Veneer & Lumber Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 179
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $70,233
- Avg per participant Below avg balance/head
Official DOL plan name: Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan · Sponsored by Macdonald & Owen Veneer & Lumber Co., Inc. · Wisconsin · Wholesale Trade
$13M in assets, 179 participants
Macdonald & Owen Veneer & Lumber Co., Inc.'s Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan reported $13M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #3,574 in Wholesale Trade (6,309 peers)
Coverage in Wisconsin
Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan covers 179 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.
- #3,574
- in Wholesale Trade (6,309 peers)
- +22.1%
- assets growth YoY
Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,571,724 Top 36% higher than 64% 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
Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan sits mid-pack in the medium band (179 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan reported net income rose from -$795K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan reported participants rose from 161 in the plan year 2022 filing to 179 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 410964059 · Macdonald & Owen Veneer & Lumber Co., Inc. PY 2023 · 401(k)
Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan · $13M · 179 · 64th
- PCT $13M
- PCT 179
- PCT 64th
- PCT 401(k)
- PCT near Gps Insight 401(k) Plan
- PCT ind #3574
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 Wisconsin →
Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 410964059 |
| Plan Effective Date | 1972-07-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Macdonald & Owen Veneer & Lumber Co., Inc.)
Sponsor-wide plan assets over time
All Macdonald & Owen Veneer & Lumber Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 43.71172844332912% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 161 | $10M |
| 2023 | 1 | 179 | $13M |
| 2024 | 1 | 185 | $15M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Gps Insight 401(k) Plan in AZ ($13M); by covered participants it is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Gps Insight 401(k) Plan (AZ) $13M · 166
- Fsi 401(k) Profit Sharing Plan (CA) $13M · 178
- Sabre Yachts 401(k) Plan (ME) $13M · 247
- Watts Architecture & Engineering, D.P.C. Retirement Savings Plan (NY) $13M · 69
Similar participant headcount
Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.
- Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust (MD) 179 · 0 off
- Bitdefender 401(k) Plan (FL) 179 · 0 off
- Integrity Fund 401(k) Plan (KY) 179 · 0 off
- Healthcare Association of New York State, Inc Retirement Savings Plan (NY) 179 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.