401(k) · DOL Form 5500 · 2023
Freres Lumber Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 315
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $85,990
- Avg per participant Below avg balance/head
Official DOL plan name: Freres Lumber Co., Inc. Savings and Profit Sharing Plan · Sponsored by Freres Lumber Co., Inc. · Oregon · Manufacturing
$27M in assets, 315 participants
Freres Lumber Co., Inc.'s Freres Lumber Co., Inc. Savings and Profit Sharing Plan reported $27M in total assets and 315 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #12,923 in Manufacturing (18,722 peers)
Where Freres Lumber Co., Inc. Savings and Profit Sharing Plan sits by assets
Freres Lumber Co., Inc. Savings and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $27M for 315 participants (~$85,990/participant), up 10.4% in 2023.
- #12,923
- in Manufacturing (18,722 peers)
- +10.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Freres Lumber Co., Inc. Savings and Profit Sharing Plan's outsized position by total assets
Freres Lumber Co., Inc. Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,086,800 Top 22% higher than 78% 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
Freres Lumber Co., Inc. Savings and Profit Sharing 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. Freres Lumber Co., Inc. Savings and Profit Sharing Plan sits mid-pack in the medium band (315 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Freres Lumber Co., Inc. Savings and Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Freres Lumber Co., Inc. Savings and Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Freres Lumber Co., Inc. Savings and Profit Sharing Plan reported participants fell from 328 in the plan year 2022 filing to 315 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 930357299 · Freres Lumber Co., Inc. PY 2023 · 401(k)
Freres Lumber Co., Inc. Savings and Profit Sharing Plan · $27M · 315 · 78th
- RANK $27M
- PHOTO 315
- IND 78th
- EOY 401(k)
- 5500 near Shipman & Goodwin LLP 401(k) Profit Sharing Plan for Lawyer Employees
- ASSETS ind #12923
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 Oregon →
Freres Lumber Co., Inc. Savings and Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 930357299 |
| Plan Effective Date | 1959-09-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Freres Lumber Co., Inc.)
Sponsor-wide plan assets over time
All Freres Lumber Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 14.18638618617043% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 328 | $25M |
| 2023 | 1 | 315 | $27M |
| 2024 | 1 | 453 | $28M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Freres Lumber Co., Inc. Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Shipman & Goodwin LLP 401(k) Profit Sharing Plan for Lawyer Employees in CT ($27M); by covered participants it is Surefire, LLC 401(k) Plan in CA (315 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (315 participants); asset peers above are excluded.
- Surefire, LLC 401(k) Plan (CA) 315 · 0 off
- Noram Drilling Company 401(k) Plan (TX) 315 · 0 off
- Max Credit Union Capital Accumulation Plan (AL) 315 · 0 off
- Winston Brands, Inc. 401(k) Plan (IL) 315 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.