ESOP · DOL Form 5500 · 2023
Edmund a. Allen Lumber Company ESOP
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 73
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $380,361
- Avg per participant High balance/head
Official DOL plan name: Edmund a. Allen Lumber Company Employee Stock Ownership Plan · Sponsored by Edmund a. Allen Lumber Company · Illinois · Wholesale Trade
$28M in assets, 73 participants
Edmund a. Allen Lumber Company's Edmund a. Allen Lumber Company Employee Stock Ownership Plan reported $28M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #4,865 in Wholesale Trade (6,309 peers)
Where Edmund a. Allen Lumber Company Employee Stock Ownership Plan sits by assets
Edmund a. Allen Lumber Company Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $28M for 73 participants (~$380,361/participant), up 37.2% in 2023.
- #4,865
- in Wholesale Trade (6,309 peers)
- +37.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Edmund a. Allen Lumber Company Employee Stock Ownership Plan's outsized position by total assets
Edmund a. Allen Lumber Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,766,331 Top 22% higher than 78% 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
Edmund a. Allen Lumber Company 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. Edmund a. Allen Lumber Company Employee Stock Ownership Plan is a small filing (73 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Edmund a. Allen Lumber Company Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Edmund a. Allen Lumber Company Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Edmund a. Allen Lumber Company Employee Stock Ownership Plan reported participants fell from 76 in the plan year 2022 filing to 73 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 360717800 · Edmund a. Allen Lumber Company PY 2023 · ESOP
Edmund a. Allen Lumber Company Employee Stock Ownership Plan · $28M · 73 · 78th
- IND $28M
- IND 73
- IND 78th
- IND ESOP
- IND near Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust
- IND ind #4865
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 Illinois →
Edmund a. Allen Lumber Company Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $8M |
| Employer EIN | 360717800 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Edmund a. Allen Lumber Company)
Sponsor-wide plan assets over time
All Edmund a. Allen Lumber Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 50.511092957801594% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 76 | $20M |
| 2023 | 1 | 73 | $28M |
| 2024 | 1 | 75 | $30M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Edmund a. Allen Lumber Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust in MN ($28M); by covered participants it is Glass & Metals, Inc. Employee Stock Ownership and Savings Plan in VA (73 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust (MN) $28M · 113
- Molded Fiber Glass Companies Employees Stock Ownership Plan (OH) $28M · 1,041
- Zachary's Chicago Pizza, Inc. Employee Stock Ownership Plan (CA) $28M · 179
- Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan (MN) $28M · 116
Similar participant headcount
Nearest other-state filings by covered participants (73 participants); asset peers above are excluded.
- Glass & Metals, Inc. Employee Stock Ownership and Savings Plan (VA) 73 · 0 off
- Falcon Industries, Inc. Employee St Ock Ownership Plan and Trust (MN) 73 · 0 off
- Winn Construction Inc. Employee Stock Ownership Plan (ND) 73 · 0 off
- Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan (MD) 73 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.