401(k) · DOL Form 5500 · 2023

Cal-Tex Lumber Co., Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
174
Participants Small participant base
71st
Percentile by assets National rank
$103,688
Avg per participant Below avg balance/head
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Official DOL plan name: Cal-Tex Lumber Co., Inc. 401(k) Plan · Sponsored by Cal-Tex Lumber Co., Inc. · Texas · Manufacturing

$18M in assets, 174 participants

Cal-Tex Lumber Co., Inc.'s Cal-Tex Lumber Co., Inc. 401(k) Plan reported $18M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #11,239 in Manufacturing (18,722 peers)

Coverage in Texas

Cal-Tex Lumber Co., Inc. 401(k) Plan covers 174 participants in Texas, about 25% of the average Texas filer (state average ~688 per filing). Assets: $18M.

#11,239
in Manufacturing (18,722 peers)
+19.1%
assets growth YoY

Cal-Tex Lumber Co., Inc. 401(k) Plan's outsized position by total assets

Cal-Tex Lumber Co., Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,041,726 Top 29% higher than 71% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Cal-Tex Lumber Co., Inc. 401(k) 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. Cal-Tex Lumber Co., Inc. 401(k) Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cal-Tex Lumber Co., Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cal-Tex Lumber Co., Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Cal-Tex Lumber Co., Inc. 401(k) Plan reported participants fell from 181 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742466148 · Cal-Tex Lumber Co., Inc. PY 2023 · 401(k)

Cal-Tex Lumber Co., Inc. 401(k) Plan · $18M · 174 · 71st

  • ASSETS $18M
  • PCT 174
  • EIN 71st
  • RANK 401(k)
  • PHOTO near Dacotah Paper Company Employees Profit Sharing Plan
  • IND ind #11239

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 Manufacturing retirement plans → · Plans in Texas →

Cal-Tex Lumber Co., Inc. 401(k) Plan in the asset neighbourhood

Cal-Tex Lumber Co., Inc. 401(k) PlanCal-Tex Lumber Co., Inc. 401…$18MDacotah Paper Company Employees Profit Sharing PlanDacotah Paper Company Employ…$18MSubsystem Technologies, Inc. 401(k) PlanSubsystem Technologies, Inc.…$18MHoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing PlanHoffman, Stewart & Schmidt, …$18MFreedom Credit Union 401(k) Plan and TrustFreedom Credit Union 401(k) …$18M
End-of-year total assets ($M) among Cal-Tex Lumber Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN742466148
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cal-Tex Lumber Co., Inc.)

Sponsor-wide plan assets over time

All Cal-Tex Lumber Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 29.794570812785558% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.2M $19.7M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 181 $15M
2023 1 174 $18M
2024 1 177 $20M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cal-Tex Lumber Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Cal-Tex Lumber Co., Inc. 401(k) Plan, Total assets ($B): 0.018041726 · Participants: 174Cal-Tex Lumber Co., Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Cal-Tex Lumber Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Cal-Tex Lumber Co., Inc. 401(k) Plan side-by-side with 3 peers →

Cal-Tex Lumber Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Dacotah Paper Company Employees Profit Sharing Plan in ND ($18M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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.

Frequently Asked Questions

How did Cal-Tex Lumber Co., Inc. 401(k) Plan assets move in 2023? ▼
Cal-Tex Lumber Co., Inc. 401(k) Plan grew sharply - up 19.1% during 2023, from $15M to $18M. Reported net income was $3M.
How have Cal-Tex Lumber Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cal-Tex Lumber Co., Inc.'s sponsor-wide assets grew 29.8%, from $15M to $20M.
Which 401(k) plans are similar in size to Cal-Tex Lumber Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dacotah Paper Company Employees Profit Sharing Plan in ND ($18M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Cal-Tex Lumber Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants, $24M in assets).

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 742466148.

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.