401(k) · DOL Form 5500 · 2023

Spahn & Rose Lumber Co. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
338
Participants Below avg headcount
79th
Percentile by assets National rank
$87,218
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spahn & Rose Lumber Co Employees 401(k) Psp · Sponsored by Spahn & Rose Lumber Co. · Iowa · Retail Trade

$29M in assets, 338 participants

Spahn & Rose Lumber Co.'s Spahn & Rose Lumber Co Employees 401(k) Psp reported $29M in total assets and 338 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,358 in Retail Trade (8,414 peers)

Where Spahn & Rose Lumber Co Employees 401(k) Psp sits by assets

Spahn & Rose Lumber Co Employees 401(k) Psp sits in the top quartile of all filed plans by assets, $29M for 338 participants (~$87,218/participant), up 8.2% in 2023.

#7,358
in Retail Trade (8,414 peers)
+8.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Spahn & Rose Lumber Co Employees 401(k) Psp's outsized position by total assets

Spahn & Rose Lumber Co Employees 401(k) Psp vs every filed plan by assets

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

$29,479,569 Top 21% higher than 79% 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

Spahn & Rose Lumber Co Employees 401(k) Psp 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. Spahn & Rose Lumber Co Employees 401(k) Psp sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spahn & Rose Lumber Co Employees 401(k) Psp reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Spahn & Rose Lumber Co Employees 401(k) Psp end-of-year assets rose from $27M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Spahn & Rose Lumber Co Employees 401(k) Psp reported participants rose from 327 in the plan year 2022 filing to 338 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 420536450 · Spahn & Rose Lumber Co. PY 2023 · 401(k)

Spahn & Rose Lumber Co Employees 401(k) Psp · $29M · 338 · 79th

  • RANK $29M
  • RANK 338
  • RANK 79th
  • RANK 401(k)
  • RANK near Santa Cruz Seaside Company Profit Sharing and 401(k) Plan
  • RANK ind #7358

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 Retail Trade retirement plans → · Plans in Iowa →

Spahn & Rose Lumber Co Employees 401(k) Psp in the asset neighbourhood

Spahn & Rose Lumber Co Employees 401(k) PspSpahn & Rose Lumber Co Emplo…$29MSanta Cruz Seaside Company Profit Sharing and 401(k) PlanSanta Cruz Seaside Company P…$29MHays U.S. Corporation 401(k) PlanHays U.S. Corporation 401(k)…$29MCornerstone Bank 401(k) Plan$29MCommercial Credit Group Inc. 401(k) PlanCommercial Credit Group Inc.…$29M
End-of-year total assets ($M) among Spahn & Rose Lumber Co Employees 401(k) Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN420536450
Plan Effective Date1942-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Spahn & Rose Lumber Co.)

Sponsor-wide plan assets over time

All Spahn & Rose Lumber Co. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 25.787222378197743% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $27.2M $34.3M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 327 $27M
2023 1 338 $29M
2024 1 400 $34M

Nearby 401(k) Plans in Iowa

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

Spahn & Rose Lumber Co Employees 401(k) Psp vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Spahn & Rose Lumber Co Employees 401(k) Psp, Total assets ($B): 0.029479569 · Participants: 338Spahn & Rose Lumber Co Employees 401(k) PspThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Spahn & Rose Lumber Co Employees 401(k) Psp vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Spahn & Rose Lumber Co Employees 401(k) Psp side-by-side with 3 peers →

Spahn & Rose Lumber Co Employees 401(k) Psp's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Santa Cruz Seaside Company Profit Sharing and 401(k) Plan in CA ($29M); by covered participants it is Tempel Steel Co Savings & Investment Plan in IL (338 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (338 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 Spahn & Rose Lumber Co Employees 401(k) Psp assets move in 2023? ▼
Spahn & Rose Lumber Co Employees 401(k) Psp grew at a solid clip - up 8.2% during 2023, from $27M to $29M. Reported net income was $2M.
How have Spahn & Rose Lumber Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spahn & Rose Lumber Co.'s sponsor-wide assets grew 25.8%, from $27M to $34M.
Where does Spahn & Rose Lumber Co Employees 401(k) Psp rank by assets among Form 5500 filers? ▼
Spahn & Rose Lumber Co Employees 401(k) Psp ranks in the 79th 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 Spahn & Rose Lumber Co Employees 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by assets is Santa Cruz Seaside Company Profit Sharing and 401(k) Plan in CA ($29M, 399 participants).
Which 401(k) plans cover a similar participant headcount to Spahn & Rose Lumber Co Employees 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Tempel Steel Co Savings & Investment Plan in IL (338 participants, N/A 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 420536450.

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.