ESOP · DOL Form 5500 · 2023

The T. H. Rogers Lumber Company ESOP

Data updated 2026-08-11

$21M
Total assets
148
Participants
73rd
Percentile by assets
$141,564
Avg per participant
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Official DOL plan name: The T. H. Rogers Lumber Company Employee Stock Ownership Plan · Sponsored by The T. H. Rogers Lumber Company · Oklahoma · Retail Trade

$21M in assets, 148 participants

The T. H. Rogers Lumber Company's The T. H. Rogers Lumber Company Employee Stock Ownership Plan reported $21M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • 73rd percentile by assets (of 127,072 plans)
  • #7,011 in Retail Trade (8,414 peers)

Coverage in Oklahoma

The T. H. Rogers Lumber Company Employee Stock Ownership Plan covers 148 participants in Oklahoma, about 19% of the average Oklahoma filer (state average ~760 per filing). Assets: $21M.

$21M
total plan assets (2023 EOY)
148
covered participants
73rd
percentile by assets (of 127,072 plans)
$141,564
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The T. H. Rogers Lumber Company Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to $18K in the plan year 2023 filing.
  • The T. H. Rogers Lumber Company Employee Stock Ownership Plan reported participants fell from 160 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Oklahoma
Industry
Retail Trade

Participants vs Oklahoma filers

In Oklahoma, the average filing covers about 760 participants across 1,268 plans. The T. H. Rogers Lumber Company Employee Stock Ownership Plan reports 148 participants - about 19% of that state average ($21M EOY assets).

Oklahoma filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$21M
Net Income$18K
Employer EIN730427910
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The T. H. Rogers Lumber Company)

$20.9M$21M$21M$21.1M$21.1M 202220232024 $20.9M $21.1M â–˛ +0.7%
Total plan assets by year, all The T. H. Rogers Lumber Company plans on file
Year Plans Participants Total Assets
2022 1 160 $21M
2023 1 148 $21M
2024 1 163 $21M

Nearby ESOP Plans in Oklahoma

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

The T. H. Rogers Lumber Company Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants

The T. H. Rogers Lumber Company Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0100200300400 Total assets ($M) Participants The T. H. Rogers Lum…Locke Supply Co. Emp…International Chemic…Metro Builders Suppl…Bancfirst Corporatio…Aberdeen Dynamics Su…
The T. H. Rogers Lumber Company Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare The T. H. Rogers Lumber Company Employee… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The T. H. Rogers Lumber Company Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did The T. H. Rogers Lumber Company Employee Stock Ownership Plan assets move in 2023? ▼
The T. H. Rogers Lumber Company Employee Stock Ownership Plan held essentially flat - up 0.1% during 2023, from $21M to $21M. Reported net income was $18K.
How have The T. H. Rogers Lumber Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The T. H. Rogers Lumber Company's sponsor-wide assets grew 0.7%, from $21M to $21M.
Which ESOP plans are similar in size to The T. H. Rogers Lumber Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ronald N.S. Ho & Associates, Inc. Employee Stock Ownership Plan in HI ($21M, 47 participants).

Next read for The T. H. Rogers Lumber Company Employee…

Filing takeaways

Ways to act on The T. H. Rogers Lumber Company Employee Stock Ownership Plan's numbers.

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 730427910.

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.