401(k) · DOL Form 5500 · 2023

Capital Lumber Company 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
384
Participants Below avg headcount
84th
Percentile by assets National rank
$109,207
Avg per participant Below avg balance/head
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Official DOL plan name: Capital Lumber Company 401(k) Plan · Sponsored by Capital Lumber Company · Arizona · Wholesale Trade

$42M in assets, 384 participants

Capital Lumber Company's Capital Lumber Company 401(k) Plan reported $42M in total assets and 384 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,318 in Wholesale Trade (6,309 peers)

Where Capital Lumber Company 401(k) Plan sits by assets

Capital Lumber Company 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 384 participants (~$109,207/participant), up 25.5% in 2023.

#5,318
in Wholesale Trade (6,309 peers)
+25.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Capital Lumber Company 401(k) Plan's outsized position by total assets

Capital Lumber Company 401(k) Plan vs every filed plan by assets

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

$41,935,575 Top 16% higher than 84% 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

Capital Lumber Company 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. Capital Lumber Company 401(k) Plan sits mid-pack in the medium band (384 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital Lumber Company 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Capital Lumber Company 401(k) Plan end-of-year assets rose from $33M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Capital Lumber Company 401(k) Plan reported participants rose from 367 in the plan year 2022 filing to 384 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860084551 · Capital Lumber Company PY 2023 · 401(k)

Capital Lumber Company 401(k) Plan · $42M · 384 · 84th

  • PHOTO $42M
  • PHOTO 384
  • PHOTO 84th
  • PHOTO 401(k)
  • PHOTO near Hdi Global Insurance Company 401(k) Plan
  • PHOTO ind #5318

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 Wholesale Trade retirement plans → · Plans in Arizona →

Capital Lumber Company 401(k) Plan in the asset neighbourhood

Capital Lumber Company 401(k) PlanCapital Lumber Company 401(k…$42MHdi Global Insurance Company 401(k) PlanHdi Global Insurance Company…$42MDonnelly-Boland and Associates 401(k) Savings PlanDonnelly-Boland and Associat…$42M5.11, Inc. 401(k) Profit Sharing Plan5.11, Inc. 401(k) Profit Sha…$42MWestern Reserve Care Solutions Retirement PlanWestern Reserve Care Solutio…$42M
End-of-year total assets ($M) among Capital Lumber Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$42M
Net Income$9M
Employer EIN860084551
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Lumber Company)

Sponsor-wide plan assets over time

All Capital Lumber Company plans reported in each filing year

Latest sponsor-wide plan assets
$49M 46.01930750643246% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $33.4M $48.8M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 367 $33M
2023 1 384 $42M
2024 1 405 $49M

Nearby 401(k) Plans in Arizona

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

Capital Lumber Company 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Capital Lumber Company 401(k) Plan, Total assets ($B): 0.041935575 · Participants: 384Capital Lumber Company 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Capital Lumber Company 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Capital Lumber Company 401(k) Plan side-by-side with 3 peers →

Capital Lumber Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Hdi Global Insurance Company 401(k) Plan in IL ($42M); by covered participants it is Spectrum Construction LLC 401(k) Profit Plan & Trust in NV (384 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (384 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 Capital Lumber Company 401(k) Plan assets move in 2023? ▼
Capital Lumber Company 401(k) Plan grew sharply - up 25.5% during 2023, from $33M to $42M. Reported net income was $9M.
How have Capital Lumber Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Lumber Company's sponsor-wide assets grew 46.0%, from $33M to $49M.
Where does Capital Lumber Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Capital Lumber Company 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Capital Lumber Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hdi Global Insurance Company 401(k) Plan in IL ($42M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Capital Lumber Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spectrum Construction LLC 401(k) Profit Plan & Trust in NV (384 participants, $51K 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 860084551.

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.