ESOP · DOL Form 5500 · 2023

Herbert Lumber Company Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
66
Participants Small participant base
30th
Percentile by assets National rank
$28,033
Avg per participant Low balance/head
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Official DOL plan name: Herbert Lumber Co. Employee Stock Ownership Plan · Sponsored by Herbert Lumber Company Inc. · Oregon · Manufacturing

$2M in assets, 66 participants

Herbert Lumber Company Inc.'s Herbert Lumber Co. Employee Stock Ownership Plan reported $2M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,678 in Manufacturing (18,722 peers)

Herbert Lumber Company Inc. multi-year trail

Herbert Lumber Company Inc.'s plans moved -25.4% in assets from 2023 to 2024; this filing shows Herbert Lumber Co. Employee Stock Ownership Plan at $2M / 66 participants.

#2,678
in Manufacturing (18,722 peers)
+76.2%
assets growth YoY

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Herbert Lumber Co. Employee Stock Ownership Plan among the smaller filed plans by assets

Herbert Lumber Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,850,190 30th percentile higher than 30% 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

Herbert Lumber Co. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herbert Lumber Co. Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 452781056 · Herbert Lumber Company Inc. PY 2023 · ESOP

Herbert Lumber Co. Employee Stock Ownership Plan · $2M · 66 · 30th

  • EIN $2M
  • RANK 66
  • PHOTO 30th
  • IND ESOP
  • EOY near Milton J. Womack, Inc. Employee Stock Ownership Plan
  • 5500 ind #2678

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 Oregon →

Herbert Lumber Co. Employee Stock Ownership Plan in the asset neighbourhood

Herbert Lumber Co. Employee Stock Ownership PlanHerbert Lumber Co. Employee …$2MMilton J. Womack, Inc. Employee Stock Ownership PlanMilton J. Womack, Inc. Emplo…$2MBaxter Employee Stock Ownership PlanBaxter Employee Stock Owners…$2MBank Independent Stock Bonus PlanBank Independent Stock Bonus…$2MAlaskan Brewing & Bottling Co. Employee Stock Ownership PlanAlaskan Brewing & Bottling C…$2M
End-of-year total assets ($M) among Herbert Lumber Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Herbert Lumber Company Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Herbert Lumber Company Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 25.40522865219248% vs 2023
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 20232024 $1.85M $1.38M ▼ -25.4%
Year Plans Participants Total Assets
2023 1 66 $2M
2024 1 63 $1M

Herbert Lumber Company Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$22M
Net Income-$23M
Employer EIN452781056
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Herbert Lumber Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Herbert Lumber Co. Employee Stock Ownership Plan, Total assets ($M): 1.85019 · Participants: 66Herbert Lumber Co. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Herbert Lumber Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Herbert Lumber Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Herbert Lumber Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Milton J. Womack, Inc. Employee Stock Ownership Plan in LA ($2M); by covered participants it is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants). Same-state nearby plans are listed separately above.

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 Herbert Lumber Co. Employee Stock Ownership Plan assets move in 2023? ▼
Herbert Lumber Co. Employee Stock Ownership Plan surged - up 76.2% during 2023, from $1M to $2M. Reported net income was -$23M.
How have Herbert Lumber Company Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Herbert Lumber Company Inc.'s sponsor-wide assets declined 25.4%, from $2M to $1M.
Which ESOP plans are similar in size to Herbert Lumber Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Milton J. Womack, Inc. Employee Stock Ownership Plan in LA ($2M, 56 participants).
Which ESOP plans cover a similar participant headcount to Herbert Lumber Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants, $4M 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 452781056.

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.