401(k) · DOL Form 5500 · 2023
Vaagen Bros Lumber Inc 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 294
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $71,772
- Avg per participant Below avg balance/head
Official DOL plan name: Vaagen Bros Lumber Inc 401(k) Savings Plan and Trust · Sponsored by Vaagen Bros Lumber Inc · Washington · Agriculture, Forestry & Fishing
$21M in assets, 294 participants
Vaagen Bros Lumber Inc's Vaagen Bros Lumber Inc 401(k) Savings Plan and Trust reported $21M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #1,049 in Agriculture, Forestry & Fishing (1,288 peers)
Coverage in Washington
Vaagen Bros Lumber Inc 401(k) Savings Plan and Trust covers 294 participants in Washington, about 20% of the average Washington filer (state average ~1,476 per filing). Assets: $21M.
- #1,049
- in Agriculture, Forestry & Fishing (1,288 peers)
- +16.6%
- assets growth YoY
Vaagen Bros Lumber Inc 401(k) Savings Plan and Trust's outsized position by total assets
Vaagen Bros Lumber Inc 401(k) Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,100,829 Top 26% higher than 74% 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
Vaagen Bros Lumber Inc 401(k) Savings Plan and Trust 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. Vaagen Bros Lumber Inc 401(k) Savings Plan and Trust sits mid-pack in the medium band (294 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vaagen Bros Lumber Inc 401(k) Savings Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Vaagen Bros Lumber Inc 401(k) Savings Plan and Trust end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Vaagen Bros Lumber Inc 401(k) Savings Plan and Trust reported participants fell from 301 in the plan year 2022 filing to 294 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 910862262 · Vaagen Bros Lumber Inc PY 2023 · 401(k)
Vaagen Bros Lumber Inc 401(k) Savings Plan and Trust · $21M · 294 · 74th
- PART $21M
- TYPE 294
- NET 74th
- BOOK 401(k)
- VS-ST near Unilock Retirement Plan and Trust (New York)
- BOY ind #1049
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Washington →
Vaagen Bros Lumber Inc 401(k) Savings Plan and Trust in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 910862262 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vaagen Bros Lumber Inc)
Sponsor-wide plan assets over time
All Vaagen Bros Lumber Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 26.279724794478298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 301 | $18M |
| 2023 | 1 | 294 | $21M |
| 2024 | 1 | 251 | $23M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Vaagen Bros Lumber Inc 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Unilock Retirement Plan and Trust (New York) in NY ($21M); by covered participants it is University Cancer & Blood Center, LLC in GA (294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Unilock Retirement Plan and Trust (New York) (NY) $21M · 110
- N.a.S.W. Employees 401(k) Benefit Plan (DC) $21M · 207
- Nova 401(k) Plan (MA) $21M · 138
- Surface Combustion, Inc. Profit Sharing/401(k) Plan (OH) $21M · 75
Similar participant headcount
Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.
- University Cancer & Blood Center, LLC (GA) 294 · 0 off
- Greenfield Industries, Inc. 401(k) Plan (SC) 294 · 0 off
- Allen Tate Companies Retirement Plan (NC) 294 · 0 off
- Philadelphia 76ers 401(k) Plan (NJ) 294 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.