ESOP · DOL Form 5500 · 2023
The T. H. Rogers Lumber Company ESOP
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 148
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $141,564
- Avg per participant Near avg balance/head
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.
- #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.
- #7,011
- in Retail Trade (8,414 peers)
- +0.1%
- assets growth YoY
The T. H. Rogers Lumber Company Employee Stock Ownership Plan's outsized position by total assets
The T. H. Rogers Lumber Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,951,488 Top 27% higher than 73% 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
The T. H. Rogers Lumber Company Employee Stock Ownership 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. The T. H. Rogers Lumber Company Employee Stock Ownership Plan sits mid-pack in the medium band (148 participants).
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.
Form 5500 schedule snapshot
Filing strip 730427910 · The T. H. Rogers Lumber Company PY 2023 · ESOP
The T. H. Rogers Lumber Company Employee Stock Ownership Plan · $21M · 148 · 73rd
- EOY $21M
- EOY 148
- EOY 73rd
- EOY ESOP
- EOY near Ronald N.S. Ho & Associates, Inc. Employee Stock Ownership Plan
- EOY ind #7011
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 Oklahoma →
The T. H. Rogers Lumber Company Employee Stock Ownership Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $18K |
| Employer EIN | 730427910 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The T. H. Rogers Lumber Company)
Sponsor-wide plan assets over time
All The T. H. Rogers Lumber Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 0.6717559906626194% vs 2022
- 2024 filing year
| 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.
- Locke Supply Co. Employee Stock Ownership Plan $311M · 1,300
- International Chemical Company Employee Stock Ownership Plan $232M · 62
- Metro Builders Supply, Inc. Employee Stock Ownership Plan $155M · 1,305
- Bancfirst Corporation Employee Stock Ownership Plan $147M · 1,631
- Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan $118M · 132
The T. H. Rogers Lumber Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Oklahoma, the nearest ESOP by assets is Ronald N.S. Ho & Associates, Inc. Employee Stock Ownership Plan in HI ($21M); by covered participants it is Hmn Financial, Inc. Employee Stock Ownership Plan in MN (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (148 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.